CA
DOCT

Clearstead Advisors’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Clearstead Advisors’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
Q2 		$316K Hold
6,764
– – ﹤0.01% 910
2026
Q1 		$294K Hold
6,764
– – ﹤0.01% 870
2025
Q4 		$300K Buy
+6,764
New +$296K ﹤0.01% 819

Other funds holding DOCT

OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Clearstead Advisors's DOCT Position: Q2 2026 in Review

Clearstead Advisors held its FT Vest US Equity Deep Buffer ETF October (DOCT) position steady in Q2 2026 at 6,764 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Clearstead Advisors first reported a position in DOCT in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

  • Clearstead Advisors held 6,764 shares of FT Vest US Equity Deep Buffer ETF October worth $316K as of Q2 2026.
  • Clearstead Advisors left its FT Vest US Equity Deep Buffer ETF October share count unchanged in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF October made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #910 holding.
  • Clearstead Advisors first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.