Schulz Wealth’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Schulz Wealth’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
2025 Q4	$631K	Hold	12,873	–	–	0.4%	36
2025 Q3	$612K	Hold	12,873	–	–	0.4%	34
2025 Q2	$576K	Hold	12,873	–	–	0.43%	34
2025 Q1	$534K	Hold	12,873	–	–	0.41%	36
2024 Q4	$549K	Buy	12,873 +35	+0.3%	+$1.5K	0.42%	33
2024 Q3	$542K	Hold	12,838	–	–	0.42%	31
2024 Q2	$533K	Hold	12,838	–	–	0.45%	29
2024 Q1	$521K	Sell	12,838 -669	-5%	-$26.6K	0.45%	30
2023 Q4	$525K	Buy	+13,507	New	+$505K	0.5%	31

Other funds holding FOCT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Schulz Wealth's FOCT Position: Q4 2025 in Review

Schulz Wealth held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q4 2025 at 12,873 shares worth $631K. The position accounts for 0.4% of the portfolio, ranked #36.

Schulz Wealth first reported a position in FOCT in Q4 2023 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold FOCT as of Q4 2025.

Schulz Wealth held 12,873 shares of FT Vest US Equity Buffer ETF October worth $631K as of Q4 2025.
Schulz Wealth left its FT Vest US Equity Buffer ETF October share count unchanged in Q4 2025.
FT Vest US Equity Buffer ETF October made up 0.4% of Schulz Wealth's portfolio in Q4 2025, its #36 holding.
Schulz Wealth first reported a position in FT Vest US Equity Buffer ETF October in Q4 2023 and has held it in 9 quarters since.
145 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.