Advyzon Investment Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Advyzon Investment Management’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	$210K	Buy	+4,490	New	+$206K	0.02%	725
2026 Q1	–	Sell	-5,624	Closed	-$249K	–	687
2025 Q4	$249K	Sell	5,624 -269	-5%	-$11.8K	0.03%	493
2025 Q3	$255K	Sell	5,893 -584	-9%	-$24.6K	0.04%	359
2025 Q2	$266K	Sell	6,477 -257	-4%	-$10K	0.06%	299
2025 Q1	$258K	Buy	6,734 +50	+0.7%	+$1.97K	0.09%	215
2024 Q4	$263K	Buy	+6,684	New	+$263K	0.1%	183

Other funds holding DOCT

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 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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Advyzon Investment Management's DOCT Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in FT Vest US Equity Deep Buffer ETF October (DOCT) in Q2 2026: 4,490 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #725 among its holdings. This is a return to the name: Advyzon Investment Management previously reported a position in DOCT as recently as Q4 2025.

Advyzon Investment Management first reported a position in DOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $266K in Q2 2025. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

Advyzon Investment Management held 4,490 shares of FT Vest US Equity Deep Buffer ETF October worth $210K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF October was a new Advyzon Investment Management position in Q2 2026.
FT Vest US Equity Deep Buffer ETF October made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #725 holding.
Advyzon Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's FT Vest US Equity Deep Buffer ETF October position peaked at $266K in Q2 2025.
108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.