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
2026 Q2	$673K	Buy	+12,873	New	+$658K	0.35%	40
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 $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

Schulz Wealth's FOCT Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest US Equity Buffer ETF October (FOCT) in Q2 2026: 12,873 shares worth $673K. The stake represents 0.35% of the portfolio and ranks #40 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in FOCT as recently as Q4 2025.

Schulz Wealth first reported a position in FOCT in Q4 2023 and has held it in 10 quarters since. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

Schulz Wealth held 12,873 shares of FT Vest US Equity Buffer ETF October worth $673K as of Q2 2026.
FT Vest US Equity Buffer ETF October was a new Schulz Wealth position in Q2 2026.
FT Vest US Equity Buffer ETF October made up 0.35% of Schulz Wealth's portfolio in Q2 2026, its #40 holding.
Schulz Wealth first reported a position in FT Vest US Equity Buffer ETF October in Q4 2023 and has held it in 10 quarters since.
143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.