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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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $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
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 $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Mount Yale Investment Advisors's FOCT Position: Q1 2026 in Review

Mount Yale Investment Advisors held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q1 2026 at 4,900 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #996.

Mount Yale Investment Advisors first reported a position in FOCT in Q3 2025 and has held it in 3 quarters since. The position peaked at $240K in Q4 2025. 137 funds tracked by Wall St. Rank hold FOCT as of Q1 2026.

  • Mount Yale Investment Advisors held 4,900 shares of FT Vest US Equity Buffer ETF October worth $234K as of Q1 2026.
  • Mount Yale Investment Advisors left its FT Vest US Equity Buffer ETF October share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF October made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #996 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 3 quarters since.
  • Mount Yale Investment Advisors's FT Vest US Equity Buffer ETF October position peaked at $240K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.