AWM
DOCT

AE Wealth Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

AE Wealth 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 		$101K Buy
2,158
+153
+8% +$7.01K ﹤0.01% 1913
2026
Q1 		$87.1K Hold
2,005
– – ﹤0.01% 1842
2025
Q4 		$88.8K Hold
2,005
– – ﹤0.01% 1730
2025
Q3 		$86.6K Sell
2,005
-1,165
-37% -$49K ﹤0.01% 1602
2025
Q2 		$130K Sell
3,170
-19,812
-86% -$773K ﹤0.01% 1411
2025
Q1 		$881K Sell
22,982
-7,148
-24% -$282K 0.01% 741
2024
Q4 		$1.19M Sell
30,130
-560
-2% -$22K 0.01% 665
2024
Q3 		$1.2M Sell
30,690
-2,083
-6% -$80.5K 0.01% 658
2024
Q2 		$1.26M Sell
32,773
-1,697
-5% -$64.3K 0.01% 648
2024
Q1 		$1.3M Sell
34,470
-25,112
-42% -$930K 0.01% 597
2023
Q4 		$2.2M Sell
59,582
-68,307
-53% -$2.41M 0.01% 873
2023
Q3 		$4.43M Buy
127,889
+2,548
+2% +$89.5K 0.03% 579
2023
Q2 		$4.37M Sell
125,341
-57,913
-32% -$1.94M 0.03% 583
2023
Q1 		$6.02M Buy
183,254
+2,799
+2% +$90.1K 0.04% 460
2022
Q4 		$5.65M Sell
180,455
-207,117
-53% -$6.45M 0.04% 444
2022
Q3 		$11.8M Buy
387,572
+332,888
+609% +$10.2M 0.09% 231
2022
Q2 		$1.66M Buy
54,684
+5,415
+11% +$169K 0.01% 725
2022
Q1 		$1.61M Buy
49,269
+7,317
+17% +$237K 0.01% 760
2021
Q4 		$1.39M Buy
41,952
+35,014
+505% +$1.15M 0.01% 816
2021
Q3 		$225K Buy
+6,938
New +$224K ﹤0.01% 1487

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

AE Wealth Management's DOCT Position: Q2 2026 in Review

AE Wealth Management increased its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 7.6% in Q2 2026, buying an estimated $7.01K and bringing the position to 2,158 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

AE Wealth Management first reported a position in DOCT in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.8M in Q3 2022. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

  • AE Wealth Management held 2,158 shares of FT Vest US Equity Deep Buffer ETF October worth $101K as of Q2 2026.
  • AE Wealth Management bought 153 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $7.01K.
  • FT Vest US Equity Deep Buffer ETF October made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1913 holding.
  • AE Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q3 2021 and has held it in 20 quarters since.
  • AE Wealth Management's FT Vest US Equity Deep Buffer ETF October position peaked at $11.8M in Q3 2022.
  • 108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.