Tanglewood Legacy Advisors’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Tanglewood Legacy Advisors’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	$679K	Hold	12,984	–	–	0.22%	61
2026 Q1	$619K	Hold	12,984	–	–	0.22%	62
2025 Q4	$636K	Hold	12,984	–	–	0.24%	56
2025 Q3	$617K	Hold	12,984	–	–	0.24%	58
2025 Q2	$581K	Sell	12,984 -2,813	-18%	-$119K	0.24%	57
2025 Q1	$656K	Sell	15,797 -2,629	-14%	-$113K	0.29%	47
2024 Q4	$786K	Hold	18,426	–	–	0.34%	44
2024 Q3	$779K	Hold	18,426	–	–	0.35%	44
2024 Q2	$765K	Hold	18,426	–	–	0.36%	43
2024 Q1	$748K	Hold	18,426	–	–	0.37%	40
2023 Q4	$717K	Hold	18,426	–	–	0.39%	38
2023 Q3	$673K	Hold	18,426	–	–	0.4%	40
2023 Q2	$695K	Hold	18,426	–	–	0.4%	39
2023 Q1	$646K	Hold	18,426	–	–	0.41%	36
2022 Q4	$608K	Buy	+18,426	New	+$605K	0.43%	32

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

Tanglewood Legacy Advisors's FOCT Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q2 2026 at 12,984 shares worth $679K. The position accounts for 0.22% of the portfolio, ranked #61.

Tanglewood Legacy Advisors first reported a position in FOCT in Q4 2022 and has held it in 15 quarters since. The position peaked at $786K in Q4 2024. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

Tanglewood Legacy Advisors held 12,984 shares of FT Vest US Equity Buffer ETF October worth $679K as of Q2 2026.
Tanglewood Legacy Advisors left its FT Vest US Equity Buffer ETF October share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF October made up 0.22% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #61 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's FT Vest US Equity Buffer ETF October position peaked at $786K in Q4 2024.
143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.