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

Icon 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 Q2	$963K	Sell	20,629 -4	-0%	-$183	0.06%	191
2026 Q1	$938K	Sell	20,633 -12	-0.1%	-$531	0.06%	178
2025 Q4	$914K	Sell	20,645 -40	-0.2%	-$1.75K	0.06%	181
2025 Q3	$894K	Hold	20,685	–	–	0.06%	192
2025 Q2	$850K	Hold	20,685	–	–	0.06%	186
2025 Q1	$793K	Sell	20,685 -455	-2%	-$17.9K	0.07%	167
2024 Q4	$832K	Sell	21,140 -79	-0.4%	-$3.11K	0.07%	162
2024 Q3	$828K	Hold	21,219	–	–	0.07%	157
2024 Q2	$818K	Sell	21,219 -1,016	-5%	-$38.5K	0.07%	156
2024 Q1	$836K	Hold	22,235	–	–	0.08%	149
2023 Q4	$808K	Buy	+22,235	New	+$784K	0.08%	144
2022 Q4	$740K	Buy	+23,645	New	+$737K	0.09%	162

Other funds holding DOCT

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Icon Wealth Advisors's DOCT Position: Q2 2026 in Review

Icon Wealth Advisors reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 0.02% in Q2 2026, selling an estimated $183 and leaving 20,629 shares worth $963K. The position accounts for 0.06% of the portfolio, ranked #191.

Icon Wealth Advisors first reported a position in DOCT in Q4 2022 and has held it in 12 quarters since. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

Icon Wealth Advisors held 20,629 shares of FT Vest US Equity Deep Buffer ETF October worth $963K as of Q2 2026.
Icon Wealth Advisors sold 4 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $183.
FT Vest US Equity Deep Buffer ETF October made up 0.06% of Icon Wealth Advisors's portfolio in Q2 2026, its #191 holding.
Icon Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2022 and has held it in 12 quarters since.
108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.