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

Castleview 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 Q3	$1.55M	Buy	32,358 +68	+0.2%	+$3.22K	0.68%	30
2026 Q2	$1.51M	Sell	32,290 -558	-2%	-$25.6K	0.66%	31
2026 Q1	$1.43M	Sell	32,848 -193	-0.6%	-$8.54K	0.73%	30
2025 Q4	$1.46M	Buy	33,041 +3,222	+11%	+$141K	0.73%	29
2025 Q3	$1.29M	Sell	29,819 -115	-0.4%	-$4.84K	0.7%	31
2025 Q2	$1.23M	Sell	29,934 -5,204	-15%	-$203K	0.79%	28
2025 Q1	$1.35M	Sell	35,138 -4,530	-11%	-$179K	0.91%	24
2024 Q4	$1.56M	Buy	+39,668	New	+$1.56M	0.84%	22

Other funds holding DOCT

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Castleview Partners's DOCT Position: Q3 2026 in Review

Castleview Partners increased its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 0.21% in Q3 2026, buying an estimated $3.22K and bringing the position to 32,358 shares worth $1.55M. The position accounts for 0.68% of the portfolio, ranked #30.

Castleview Partners first reported a position in DOCT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q4 2024. 17 funds tracked by Wall St. Rank hold DOCT as of Q3 2026.

Castleview Partners held 32,358 shares of FT Vest US Equity Deep Buffer ETF October worth $1.55M as of Q3 2026.
Castleview Partners bought 68 FT Vest US Equity Deep Buffer ETF October shares in Q3 2026, an estimated $3.22K.
FT Vest US Equity Deep Buffer ETF October made up 0.68% of Castleview Partners's portfolio in Q3 2026, its #30 holding.
Castleview Partners first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2024 and has held it in 8 quarters since.
Castleview Partners's FT Vest US Equity Deep Buffer ETF October position peaked at $1.56M in Q4 2024.
17 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.