CPP
DOCT

Capasso Planning Partners’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Capasso Planning Partners’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 		$486K Sell
11,189
-180
-2% -$7.97K 0.26% 46
2025
Q4 		$504K Buy
+11,369
New +$498K 0.28% 43

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 $4.67B 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

Capasso Planning Partners's DOCT Position: Q1 2026 in Review

Capasso Planning Partners reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 1.6% in Q1 2026, selling an estimated $7.97K and leaving 11,189 shares worth $486K. The position accounts for 0.26% of the portfolio, ranked #46.

Capasso Planning Partners first reported a position in DOCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $504K in Q4 2025. 111 funds tracked by Wall St. Rank hold DOCT as of Q1 2026.

  • Capasso Planning Partners held 11,189 shares of FT Vest US Equity Deep Buffer ETF October worth $486K as of Q1 2026.
  • Capasso Planning Partners sold 180 FT Vest US Equity Deep Buffer ETF October shares in Q1 2026, an estimated $7.97K.
  • FT Vest US Equity Deep Buffer ETF October made up 0.26% of Capasso Planning Partners's portfolio in Q1 2026, its #46 holding.
  • Capasso Planning Partners first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
  • Capasso Planning Partners's FT Vest US Equity Deep Buffer ETF October position peaked at $504K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.