Capital Analysts LLC’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Capital Analysts LLC’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	$84K	Hold	1,939	–	–	﹤0.01%	835
2025 Q4	$86K	Hold	1,939	–	–	﹤0.01%	799
2025 Q3	$84K	Hold	1,939	–	–	﹤0.01%	770
2025 Q2	$80K	Hold	1,939	–	–	﹤0.01%	719
2025 Q1	$74K	Hold	1,939	–	–	﹤0.01%	709
2024 Q4	$76K	Buy	+1,939	New	+$76.3K	﹤0.01%	673
2023 Q1	–	Sell	-152	Closed	-$5K	–	992
2022 Q4	$5K	Hold	152	–	–	﹤0.01%	910
2022 Q3	$5K	Hold	152	–	–	﹤0.01%	881
2022 Q2	$5K	Hold	152	–	–	﹤0.01%	860
2022 Q1	$5K	Hold	152	–	–	﹤0.01%	816
2021 Q4	$5K	Buy	+152	New	+$4.97K	﹤0.01%	881

Other funds holding DOCT

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $4.66B AUM 17.48% 1-Year Est. Return

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return