BRWA
DOCT

B. Riley Wealth Advisors’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-16,082
Closed -$617K – 1118
2025
Q1 		$617K Sell
16,082
-1,036
-6% -$40.9K 0.02% 678
2024
Q4 		$674K Buy
+17,118
New +$674K 0.02% 583

Other funds holding DOCT

ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

B. Riley Wealth Advisors's DOCT Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q2 2025, closing a stake of 16,082 shares — an estimated $617K sold.

B. Riley Wealth Advisors first reported a position in DOCT in Q4 2024 and held it in 2 quarters. The position peaked at $674K in Q4 2024. 91 funds tracked by Wall St. Rank hold DOCT as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,082 FT Vest US Equity Deep Buffer ETF October shares in Q2 2025, an estimated $617K.
  • B. Riley Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's FT Vest US Equity Deep Buffer ETF October position peaked at $674K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.