CP
DOCT

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
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

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

Castleview Partners's DOCT Position: Q1 2026 in Review

Castleview Partners reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 0.58% in Q1 2026, selling an estimated $8.54K and leaving 32,848 shares worth $1.43M. The position accounts for 0.73% of the portfolio, ranked #30.

Castleview Partners first reported a position in DOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.56M in Q4 2024. 111 funds tracked by Wall St. Rank hold DOCT as of Q1 2026.

  • Castleview Partners held 32,848 shares of FT Vest US Equity Deep Buffer ETF October worth $1.43M as of Q1 2026.
  • Castleview Partners sold 193 FT Vest US Equity Deep Buffer ETF October shares in Q1 2026, an estimated $8.54K.
  • FT Vest US Equity Deep Buffer ETF October made up 0.73% of Castleview Partners's portfolio in Q1 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 6 quarters since.
  • Castleview Partners's FT Vest US Equity Deep Buffer ETF October position peaked at $1.56M in Q4 2024.
  • 111 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.