Sowell Financial Services’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Sowell Financial 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 Q3	$382K	Buy	7,061 +80	+1%	+$4.26K	0.01%	755
2026 Q2	$365K	Sell	6,981 -380	-5%	-$19.4K	0.01%	788
2026 Q1	$351K	Sell	7,361 -89	-1%	-$4.36K	0.01%	775
2025 Q4	$365K	Sell	7,450 -1,296	-15%	-$62.7K	0.01%	750
2025 Q3	$416K	Sell	8,746 -130	-1%	-$5.98K	0.02%	690
2025 Q2	$397K	Sell	8,876 -213	-2%	-$8.99K	0.02%	678
2025 Q1	$377K	Buy	+9,089	New	+$389K	0.02%	668
2022 Q1	–	Sell	-10,154	Closed	-$363K	–	274
2021 Q4	$363K	Buy	+10,154	New	+$356K	0.02%	464
2021 Q3	–	Sell	-20,801	Closed	-$707K	–	498
2021 Q2	$707K	Hold	20,801	–	–	0.05%	366
2021 Q1	$695K	Buy	+20,801	New	+$666K	0.02%	531

Other funds holding FOCT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sowell Financial Services's FOCT Position: Q3 2026 in Review

Sowell Financial Services increased its FT Vest US Equity Buffer ETF October (FOCT) stake by 1.1% in Q3 2026, buying an estimated $4.26K and bringing the position to 7,061 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #755.

Sowell Financial Services first reported a position in FOCT in Q1 2021 and has held it in 10 quarters since. The position peaked at $707K in Q2 2021. 33 funds tracked by Wall St. Rank hold FOCT as of Q3 2026.

Sowell Financial Services held 7,061 shares of FT Vest US Equity Buffer ETF October worth $382K as of Q3 2026.
Sowell Financial Services bought 80 FT Vest US Equity Buffer ETF October shares in Q3 2026, an estimated $4.26K.
FT Vest US Equity Buffer ETF October made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #755 holding.
Sowell Financial Services first reported a position in FT Vest US Equity Buffer ETF October in Q1 2021 and has held it in 10 quarters since.
Sowell Financial Services's FT Vest US Equity Buffer ETF October position peaked at $707K in Q2 2021.
33 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.