DFA
DOCT

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

DHJJ Financial 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 		$69.9K Hold
1,610
– – 0.02% 342
2025
Q4 		$71.3K Hold
1,610
– – 0.02% 327
2025
Q3 		$69.6K Hold
1,610
– – 0.02% 311
2025
Q2 		$66.1K Sell
1,610
-120
-7% -$4.68K 0.02% 306
2025
Q1 		$66.3K Hold
1,730
– – 0.03% 280
2024
Q4 		$68.1K Sell
1,730
-1,380
-44% -$54.3K 0.03% 262
2024
Q3 		$121K Hold
3,110
– – 0.05% 194
2024
Q2 		$119K Sell
3,110
-580
-16% -$22K 0.05% 189
2024
Q1 		$139K Hold
3,690
– – 0.06% 173
2023
Q4 		$134K Sell
3,690
-474
-11% -$16.7K 0.06% 169
2023
Q3 		$144K Buy
+4,164
New +$146K 0.07% 156

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