CCFM
DOCT

Clear Creek Financial Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Clear Creek Financial Management’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 		$263K Sell
6,058
-3,875
-39% -$172K 0.02% 526
2025
Q4 		$440K Sell
9,933
-575
-5% -$25.2K 0.04% 416
2025
Q3 		$454K Sell
10,508
-9,790
-48% -$412K 0.04% 386
2025
Q2 		$834K Sell
20,298
-4,600
-18% -$179K 0.08% 254
2025
Q1 		$955K Sell
24,898
-1,093
-4% -$43.1K 0.1% 195
2024
Q4 		$1.02M Buy
25,991
+20,686
+390% +$814K 0.11% 188
2024
Q3 		$207K Sell
5,305
-2,841
-35% -$110K 0.02% 427
2024
Q2 		$313K Sell
8,146
-9,801
-55% -$371K 0.04% 328
2024
Q1 		$675K Sell
17,947
-9,412
-34% -$348K 0.09% 203
2023
Q4 		$995K Buy
+27,359
New +$964K 0.16% 112

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