BCI
DOCT

Brinker Capital Investments’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Brinker Capital Investments’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
Q1 		$215K Sell
4,944
-1,245
-20% -$55.1K ﹤0.01% 1825
2025
Q4 		$274K Sell
6,189
-241
-4% -$10.6K ﹤0.01% 1855
2025
Q3 		$278K Sell
6,430
-381
-6% -$16K ﹤0.01% 1792
2025
Q2 		$280K Buy
6,811
+222
+3% +$8.66K ﹤0.01% 1737
2025
Q1 		$253K Sell
6,589
-168
-2% -$6.63K ﹤0.01% 1702
2024
Q4 		$266K Sell
6,757
-688
-9% -$27.1K ﹤0.01% 1611
2024
Q3 		$291K Buy
7,445
+1,715
+30% +$66.3K ﹤0.01% 1533
2024
Q2 		$220K Sell
5,730
-12
-0.2% -$455 ﹤0.01% 1600
2024
Q1 		$216K Sell
5,742
-428
-7% -$15.8K ﹤0.01% 1583
2023
Q4 		$225K Buy
+6,170
New +$217K ﹤0.01% 1527

Other funds holding DOCT

OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.66B AUM 17.48% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return