Commonwealth Financial Services’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Commonwealth Financial Services’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	$2.17M	Sell	46,400 -6,954	-13%	-$319K	0.29%	66
2026 Q1	$2.32M	Buy	53,354 +3,028	+6%	+$134K	0.37%	49
2025 Q4	$2.23M	Buy	50,326 +131	+0.3%	+$5.74K	0.37%	50
2025 Q3	$2.17M	Buy	50,195 +444	+0.9%	+$18.7K	0.37%	50
2025 Q2	$2.04M	Sell	49,751 -2,612	-5%	-$102K	0.39%	51
2025 Q1	$2.01M	Sell	52,363 -1,658	-3%	-$65.4K	0.41%	50
2024 Q4	$2.13M	Buy	54,021 +8,331	+18%	+$328K	0.42%	48
2024 Q3	$1.78M	Buy	45,690 +16,123	+55%	+$623K	0.35%	53
2024 Q2	$1.14M	Buy	+29,567	New	+$1.12M	0.23%	57

Other funds holding DOCT

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return