Envestnet Asset Management
DOCT

Envestnet Asset Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Envestnet Asset 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 		$6.5M Buy
149,759
+35,421
+31% +$1.57M ﹤0.01% 2128
2025
Q4 		$5.06M Buy
114,338
+36,482
+47% +$1.6M ﹤0.01% 2163
2025
Q3 		$3.36M Buy
77,856
+6,366
+9% +$268K ﹤0.01% 2527
2025
Q2 		$2.94M Buy
71,490
+9,490
+15% +$370K ﹤0.01% 2549
2025
Q1 		$2.38M Sell
62,000
-27,043
-30% -$1.07M ﹤0.01% 2607
2024
Q4 		$3.51M Buy
89,043
+47,073
+112% +$1.85M ﹤0.01% 2332
2024
Q3 		$1.64M Sell
41,970
-75,263
-64% -$2.91M ﹤0.01% 2804
2024
Q2 		$4.5M Buy
117,233
+5,586
+5% +$212K ﹤0.01% 2091
2024
Q1 		$4.2M Sell
111,647
-22,251
-17% -$824K ﹤0.01% 2103
2023
Q4 		$4.87M Buy
133,898
+61,270
+84% +$2.16M ﹤0.01% 1912
2023
Q3 		$2.51M Sell
72,628
-123,465
-63% -$4.34M ﹤0.01% 2243
2023
Q2 		$6.84M Buy
196,093
+3,951
+2% +$133K ﹤0.01% 1519
2023
Q1 		$6.31M Sell
192,142
-2,601
-1% -$83.7K ﹤0.01% 1528
2022
Q4 		$6.1M Buy
194,743
+175,696
+922% +$5.47M ﹤0.01% 1487
2022
Q3 		$580K Buy
19,047
+3,162
+20% +$97.3K ﹤0.01% 2920
2022
Q2 		$481K Buy
15,885
+9,324
+142% +$292K ﹤0.01% 3071
2022
Q1 		$214K Sell
6,561
-1,461
-18% -$47.3K ﹤0.01% 3652
2021
Q4 		$265K Buy
+8,022
New +$263K ﹤0.01% 3484

Other funds holding DOCT

OC
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OAJ
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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
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
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return