Beacon Financial Group
DOCT icon

Beacon Financial Group’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Beacon Financial Group’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
Q3 		$845K Hold
17,584
– – 0.08% 191
2026
Q2 		$821K Hold
17,584
– – 0.07% 193
2026
Q1 		$764K Hold
17,584
– – 0.08% 187
2025
Q4 		$779K Hold
17,584
– – 0.08% 187
2025
Q3 		$760K Sell
17,584
-3,217
-15% -$135K 0.07% 191
2025
Q2 		$854K Sell
20,801
-5,235
-20% -$204K 0.09% 180
2025
Q1 		$998K Hold
26,036
– – 0.11% 163
2024
Q4 		$1.03M Buy
26,036
+7,208
+38% +$284K 0.11% 155
2024
Q3 		$735K Hold
18,828
– – 0.08% 186
2024
Q2 		$723K Sell
18,828
-19,259
-51% -$730K 0.08% 184
2024
Q1 		$1.43M Sell
38,087
-6,971
-15% -$258K 0.16% 132
2023
Q4 		$1.64M Hold
45,058
– – 0.2% 116
2023
Q3 		$1.6M Sell
45,058
-23,915
-35% -$840K 0.23% 102
2023
Q2 		$2.59M Sell
68,973
-3,446
-5% -$116K 0.35% 80
2023
Q1 		$2.56M Sell
72,419
-185,659
-72% -$5.98M 0.36% 74
2022
Q4 		$8.55M Sell
258,078
-15,828
-6% -$493K 1.17% 19
2022
Q3 		$8.34M Buy
273,906
+61,386
+29% +$1.89M 1.3% 16
2022
Q2 		$7.04M Sell
212,520
-2,358
-1% -$73.8K 1.05% 22
2022
Q1 		$7.7M Buy
214,878
+164,281
+325% +$5.32M 1.03% 23
2021
Q4 		$1.72M Buy
50,597
+15,809
+45% +$517K 0.22% 103
2021
Q3 		$1.13M Sell
34,788
-3,050
-8% -$98.6K 0.15% 127
2021
Q2 		$1.22M Sell
37,838
-209,545
-85% -$6.69M 0.17% 122
2021
Q1 		$7.67M Hold
247,383
– – 1.2% 15
2020
Q4 		$7.67M Buy
+247,383
New +$7.51M 1.2% 16

Other funds holding DOCT

Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Winnow Wealth
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Beacon Financial Group's DOCT Position: Q3 2026 in Review

Beacon Financial Group held its FT Vest US Equity Deep Buffer ETF October (DOCT) position steady in Q3 2026 at 17,584 shares worth $845K. The position accounts for 0.08% of the portfolio, ranked #191.

Beacon Financial Group first reported a position in DOCT in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.55M in Q4 2022. 37 funds tracked by Wall St. Rank hold DOCT as of Q3 2026.

  • Beacon Financial Group held 17,584 shares of FT Vest US Equity Deep Buffer ETF October worth $845K as of Q3 2026.
  • Beacon Financial Group left its FT Vest US Equity Deep Buffer ETF October share count unchanged in Q3 2026.
  • FT Vest US Equity Deep Buffer ETF October made up 0.08% of Beacon Financial Group's portfolio in Q3 2026, its #191 holding.
  • Beacon Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2020 and has held it in 24 quarters since.
  • Beacon Financial Group's FT Vest US Equity Deep Buffer ETF October position peaked at $8.55M in Q4 2022.
  • 37 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q3 2026.

Based on Beacon Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.