APFP
DOCT

Action Point Financial Planning’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Action Point Financial Planning’s Portfolio DOCT Stock Details DOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$483K Buy
+10,352
New +$474K 0.05% 268

Other funds holding DOCT

OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Action Point Financial Planning's DOCT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Deep Buffer ETF October (DOCT) in Q2 2026: 10,352 shares worth $483K. The stake represents 0.05% of the portfolio and ranks #268 among its holdings.

108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

  • Action Point Financial Planning held 10,352 shares of FT Vest US Equity Deep Buffer ETF October worth $483K as of Q2 2026.
  • FT Vest US Equity Deep Buffer ETF October was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF October made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #268 holding.
  • 108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.