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 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 $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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

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

Icon Wealth Advisors reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 0.06% in Q1 2026, selling an estimated $531 and leaving 20,633 shares worth $938K. The position accounts for 0.06% of the portfolio, ranked #178.

Icon Wealth Advisors first reported a position in DOCT in Q4 2022 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold DOCT as of Q1 2026.

Icon Wealth Advisors held 20,633 shares of FT Vest US Equity Deep Buffer ETF October worth $938K as of Q1 2026.
Icon Wealth Advisors sold 12 FT Vest US Equity Deep Buffer ETF October shares in Q1 2026, an estimated $531.
FT Vest US Equity Deep Buffer ETF October made up 0.06% of Icon Wealth Advisors's portfolio in Q1 2026, its #178 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 11 quarters since.
111 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.