McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

McKinley Carter Wealth Services’s Portfolio FOCT Stock Details FOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Sell	32,116 -100	-0.3%	-$5.11K	0.09%	136
2026 Q1	$1.54M	Hold	32,216	–	–	0.09%	140
2025 Q4	$1.58M	Sell	32,216 -2,809	-8%	-$136K	0.09%	142
2025 Q3	$1.66M	Sell	35,025 -80	-0.2%	-$3.68K	0.09%	134
2025 Q2	$1.57M	Sell	35,105 -1,675	-5%	-$70.7K	0.09%	132
2025 Q1	$1.53M	Hold	36,780	–	–	0.09%	131
2024 Q4	$1.57M	Sell	36,780 -35	-0.1%	-$1.5K	0.1%	131
2024 Q3	$1.56M	Sell	36,815 -320	-0.9%	-$13.4K	0.09%	135
2024 Q2	$1.54M	Hold	37,135	–	–	0.1%	133
2024 Q1	$1.51M	Buy	37,135 +1,900	+5%	+$75.5K	0.1%	133
2023 Q4	$1.37M	Sell	35,235 -1,900	-5%	-$71K	0.1%	128
2023 Q3	$1.36M	Hold	37,135	–	–	0.11%	130
2023 Q2	$1.4M	Hold	37,135	–	–	0.11%	131
2023 Q1	$1.3M	Sell	37,135 -2,871	-7%	-$98.3K	0.1%	131
2022 Q4	$1.32M	Buy	40,006 +15,565	+64%	+$511K	0.11%	123
2022 Q3	$754K	Hold	24,441	–	–	0.07%	150
2022 Q2	$771K	Buy	24,441 +290	+1%	+$9.56K	0.07%	156
2022 Q1	$845K	Buy	24,151 +10,000	+71%	+$345K	0.07%	156
2021 Q4	$505K	Buy	14,151 +2,626	+23%	+$92K	0.04%	191
2021 Q3	$396K	Hold	11,525	–	–	0.03%	208
2021 Q2	$392K	Hold	11,525	–	–	0.03%	216
2021 Q1	$378K	Hold	11,525	–	–	0.03%	213
2020 Q4	$364K	Buy	+11,525	New	+$353K	0.05%	193

Other funds holding FOCT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

McKinley Carter Wealth Services's FOCT Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its FT Vest US Equity Buffer ETF October (FOCT) stake by 0.31% in Q2 2026, selling an estimated $5.11K and leaving 32,116 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #136.

McKinley Carter Wealth Services first reported a position in FOCT in Q4 2020 and has held it in 23 quarters since. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

McKinley Carter Wealth Services held 32,116 shares of FT Vest US Equity Buffer ETF October worth $1.68M as of Q2 2026.
McKinley Carter Wealth Services sold 100 FT Vest US Equity Buffer ETF October shares in Q2 2026, an estimated $5.11K.
FT Vest US Equity Buffer ETF October made up 0.09% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #136 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Buffer ETF October in Q4 2020 and has held it in 23 quarters since.
143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.