Kestra Private Wealth Services’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Kestra Private Wealth Services’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	$561K	Hold	12,019	–	–	0.01%	1170
2026 Q1	$522K	Sell	12,019 -3,100	-21%	-$137K	0.01%	1174
2025 Q4	$670K	Hold	15,119	–	–	0.01%	1009
2025 Q3	$653K	Sell	15,119 -3,378	-18%	-$142K	0.01%	971
2025 Q2	$760K	Sell	18,497 -21,620	-54%	-$844K	0.01%	852
2025 Q1	$1.54M	Sell	40,117 -3,010	-7%	-$119K	0.03%	533
2024 Q4	$1.7M	Buy	+43,127	New	+$1.7M	0.03%	478
2023 Q3	–	Sell	-7,088	Closed	-$247K	–	1182
2023 Q2	$247K	Sell	7,088 -1,139	-14%	-$38.2K	0.01%	888
2023 Q1	$270K	Hold	8,227	–	–	0.01%	824
2022 Q4	$258K	Buy	8,227 +931	+13%	+$29K	0.01%	717
2022 Q3	$222K	Hold	7,296	–	–	0.01%	749
2022 Q2	$221K	Buy	7,296 +1,125	+18%	+$35.2K	0.01%	758
2022 Q1	$202K	Buy	+6,171	New	+$200K	0.01%	888

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

Kestra Private Wealth Services's DOCT Position: Q2 2026 in Review

Kestra Private Wealth Services held its FT Vest US Equity Deep Buffer ETF October (DOCT) position steady in Q2 2026 at 12,019 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #1170.

Kestra Private Wealth Services first reported a position in DOCT in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.7M in Q4 2024. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

Kestra Private Wealth Services held 12,019 shares of FT Vest US Equity Deep Buffer ETF October worth $561K as of Q2 2026.
Kestra Private Wealth Services left its FT Vest US Equity Deep Buffer ETF October share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF October made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1170 holding.
Kestra Private Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF October in Q1 2022 and has held it in 13 quarters since.
Kestra Private Wealth Services's FT Vest US Equity Deep Buffer ETF October position peaked at $1.7M in Q4 2024.
108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.