Steward Partners Investment Advisory’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Steward Partners Investment Advisory’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	$891K	Sell	17,046 -279	-2%	-$14.3K	﹤0.01%	1361
2026 Q1	$826K	Sell	17,325 -100	-0.6%	-$4.89K	﹤0.01%	1272
2025 Q4	$854K	Buy	17,425 +1,422	+9%	+$68.8K	﹤0.01%	1147
2025 Q3	$760K	Sell	16,003 -50	-0.3%	-$2.3K	﹤0.01%	1178
2025 Q2	$719K	Sell	16,053 -472	-3%	-$19.9K	0.01%	1131
2025 Q1	$686K	Sell	16,525 -268	-2%	-$11.5K	0.01%	1070
2024 Q4	$716K	Buy	16,793 +3,198	+24%	+$137K	0.01%	1004
2024 Q3	$574K	Sell	13,595 -32	-0.2%	-$1.34K	0.01%	1050
2024 Q2	$566K	Hold	13,627	–	–	0.01%	1011
2024 Q1	$553K	Sell	13,627 -3,534	-21%	-$140K	0.01%	1017
2023 Q4	$667K	Buy	17,161 +11,836	+222%	+$442K	0.01%	871
2023 Q3	$195K	Sell	5,325 -5,210	-49%	-$197K	﹤0.01%	1296
2023 Q2	$398K	Hold	10,535	–	–	0.01%	1016
2023 Q1	$369K	Hold	10,535	–	–	0.01%	1035
2022 Q4	$348K	Buy	+10,535	New	+$346K	0.01%	1029

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

Steward Partners Investment Advisory's FOCT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Buffer ETF October (FOCT) stake by 1.6% in Q2 2026, selling an estimated $14.3K and leaving 17,046 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Steward Partners Investment Advisory first reported a position in FOCT in Q4 2022 and has held it in 15 quarters since. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

Steward Partners Investment Advisory held 17,046 shares of FT Vest US Equity Buffer ETF October worth $891K as of Q2 2026.
Steward Partners Investment Advisory sold 279 FT Vest US Equity Buffer ETF October shares in Q2 2026, an estimated $14.3K.
FT Vest US Equity Buffer ETF October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1361 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.