Sunbelt Securities’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Sunbelt Securities’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	$163K	Hold	3,429	–	–	0.01%	697
2025 Q4	$168K	Buy	3,429 +432	+14%	+$20.9K	0.01%	691
2025 Q3	$142K	Buy	2,997 +500	+20%	+$23K	0.01%	737
2025 Q2	$106K	Sell	2,497 -500	-17%	-$21.1K	0.01%	754
2025 Q1	$124K	Buy	2,997 +500	+20%	+$21.4K	0.01%	682
2024 Q4	$107K	Buy	2,497 +473	+23%	+$20.2K	0.01%	752
2024 Q3	$85.5K	Hold	2,024	–	–	0.01%	805
2024 Q2	$84.1K	Sell	2,024 -718	-26%	-$29.3K	0.01%	777
2024 Q1	$111K	Sell	2,742 -1,575	-36%	-$62.6K	0.01%	690
2023 Q4	$168K	Hold	4,317	–	–	0.02%	545
2023 Q3	$158K	Hold	4,317	–	–	0.02%	544
2023 Q2	$163K	Hold	4,317	–	–	0.02%	518
2023 Q1	$150K	Buy	+4,317	New	+$148K	0.02%	490

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Sunbelt Securities's FOCT Position: Q1 2026 in Review

Sunbelt Securities held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q1 2026 at 3,429 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #697.

Sunbelt Securities first reported a position in FOCT in Q1 2023 and has held it in 13 quarters since. The position peaked at $168K in Q4 2025. 138 funds tracked by Wall St. Rank hold FOCT as of Q1 2026.

Sunbelt Securities held 3,429 shares of FT Vest US Equity Buffer ETF October worth $163K as of Q1 2026.
Sunbelt Securities 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 Sunbelt Securities's portfolio in Q1 2026, its #697 holding.
Sunbelt Securities first reported a position in FT Vest US Equity Buffer ETF October in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's FT Vest US Equity Buffer ETF October position peaked at $168K in Q4 2025.
138 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.