CWA
DOCT

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

Crux Wealth 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
Q1 		– Sell
-4,570
Closed -$202K – 185
2025
Q4 		$202K Buy
+4,570
New +$200K 0.08% 172

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
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Crux Wealth Advisors's DOCT Position: Q1 2026 in Review

Crux Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q1 2026, closing a stake of 4,570 shares — an estimated $202K sold.

Crux Wealth Advisors first reported a position in DOCT in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 111 funds tracked by Wall St. Rank hold DOCT as of Q1 2026.

  • Crux Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Crux Wealth Advisors sold 4,570 FT Vest US Equity Deep Buffer ETF October shares in Q1 2026, an estimated $202K.
  • Crux Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2025 and held it in 1 quarter.
  • Crux Wealth Advisors's FT Vest US Equity Deep Buffer ETF October position peaked at $202K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.