Envestnet Portfolio Solutions
DOCT

Envestnet Portfolio Solutions’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Envestnet Portfolio Solutions’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 		$343K Sell
7,892
-175
-2% -$7.75K ﹤0.01% 1052
2025
Q4 		$357K Buy
8,067
+2,697
+50% +$118K ﹤0.01% 1195
2025
Q3 		$232K Sell
5,370
-675
-11% -$28.4K ﹤0.01% 1369
2025
Q2 		$248K Sell
6,045
-394
-6% -$15.4K ﹤0.01% 1419
2025
Q1 		$247K Sell
6,439
-1,702
-21% -$67.1K ﹤0.01% 1388
2024
Q4 		$321K Buy
+8,141
New +$321K ﹤0.01% 1473
2024
Q3 		– Sell
-8,967
Closed -$344K – 1693
2024
Q2 		$344K Buy
8,967
+89
+1% +$3.37K ﹤0.01% 1303
2024
Q1 		$334K Sell
8,878
-484
-5% -$17.9K ﹤0.01% 1300
2023
Q4 		$340K Buy
+9,362
New +$330K ﹤0.01% 1233

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