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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

McKinley Carter Wealth Services's FOCT Position: Q1 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q1 2026 at 32,216 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #140.

McKinley Carter Wealth Services first reported a position in FOCT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.66M in Q3 2025. 137 funds tracked by Wall St. Rank hold FOCT as of Q1 2026.

  • McKinley Carter Wealth Services held 32,216 shares of FT Vest US Equity Buffer ETF October worth $1.54M as of Q1 2026.
  • McKinley Carter Wealth Services left its FT Vest US Equity Buffer ETF October share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF October made up 0.09% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #140 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 22 quarters since.
  • McKinley Carter Wealth Services's FT Vest US Equity Buffer ETF October position peaked at $1.66M in Q3 2025.
  • 137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.