Mount Yale Investment Advisors’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Mount Yale Investment Advisors’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	$256K	Hold	4,900	–	–	﹤0.01%	1048
2026 Q1	$234K	Hold	4,900	–	–	0.01%	996
2025 Q4	$240K	Hold	4,900	–	–	0.01%	650
2025 Q3	$233K	Buy	+4,900	New	+$225K	0.02%	589

Other funds holding FOCT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Mount Yale Investment Advisors's FOCT Position: Q2 2026 in Review

Mount Yale Investment Advisors held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q2 2026 at 4,900 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Mount Yale Investment Advisors first reported a position in FOCT in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

Mount Yale Investment Advisors held 4,900 shares of FT Vest US Equity Buffer ETF October worth $256K as of Q2 2026.
Mount Yale Investment Advisors left its FT Vest US Equity Buffer ETF October share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF October made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1048 holding.
Mount Yale Investment Advisors first reported a position in FT Vest US Equity Buffer ETF October in Q3 2025 and has held it in 4 quarters since.
143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.