United Capital Financial Advisors’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

United Capital Financial 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	$296K	Sell	5,665 -1,847	-25%	-$94.4K	﹤0.01%	1369
2026 Q1	$358K	Buy	7,512 +1,157	+18%	+$56.6K	﹤0.01%	1243
2025 Q4	$311K	Buy	6,355 +508	+9%	+$24.6K	﹤0.01%	1147
2025 Q3	$278K	Hold	5,847	–	–	﹤0.01%	1042
2025 Q2	$262K	Hold	5,847	–	–	﹤0.01%	969
2025 Q1	$243K	Buy	5,847 +430	+8%	+$18.4K	﹤0.01%	954
2024 Q4	$231K	Buy	+5,417	New	+$231K	﹤0.01%	974

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

United Capital Financial Advisors's FOCT Position: Q2 2026 in Review

United Capital Financial Advisors reduced its FT Vest US Equity Buffer ETF October (FOCT) stake by 25% in Q2 2026, selling an estimated $94.4K and leaving 5,665 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

United Capital Financial Advisors first reported a position in FOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $358K in Q1 2026. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

United Capital Financial Advisors held 5,665 shares of FT Vest US Equity Buffer ETF October worth $296K as of Q2 2026.
United Capital Financial Advisors sold 1,847 FT Vest US Equity Buffer ETF October shares in Q2 2026, an estimated $94.4K.
FT Vest US Equity Buffer ETF October made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1369 holding.
United Capital Financial Advisors first reported a position in FT Vest US Equity Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
United Capital Financial Advisors's FT Vest US Equity Buffer ETF October position peaked at $358K in Q1 2026.
143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.