LPL Financial
DOCT

LPL Financial’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

LPL Financial’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 		$2.23M Sell
51,254
-173
-0.3% -$7.66K ﹤0.01% 3403
2025
Q4 		$2.28M Buy
51,427
+18,058
+54% +$791K ﹤0.01% 3277
2025
Q3 		$1.44M Buy
33,369
+3,698
+12% +$156K ﹤0.01% 3636
2025
Q2 		$1.22M Buy
29,671
+14,296
+93% +$558K ﹤0.01% 3572
2025
Q1 		$590K Buy
15,375
+6,623
+76% +$261K ﹤0.01% 4016
2024
Q4 		$345K Sell
8,752
-205
-2% -$8.07K ﹤0.01% 4398
2024
Q3 		$350K Sell
8,957
-1,401
-14% -$54.2K ﹤0.01% 4301
2024
Q2 		$398K Sell
10,358
-266
-3% -$10.1K ﹤0.01% 4052
2024
Q1 		$400K Buy
10,624
+799
+8% +$29.6K ﹤0.01% 3973
2023
Q4 		$357K Buy
+9,825
New +$346K ﹤0.01% 3948

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