Marshall Financial Group (Maryland)’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Marshall Financial Group (Maryland)’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	$411K	Hold	8,795	–	–	0.06%	228
2026 Q1	$382K	Sell	8,795 -29	-0.3%	-$1.28K	0.06%	223
2025 Q4	$391K	Hold	8,824	–	–	0.08%	217
2025 Q3	$381K	Hold	8,824	–	–	0.07%	195
2025 Q2	$363K	Sell	8,824 -13	-0.1%	-$507	0.07%	198
2025 Q1	$339K	Hold	8,837	–	–	0.07%	184
2024 Q4	$348K	Hold	8,837	–	–	0.08%	167
2024 Q3	$345K	Sell	8,837 -113	-1%	-$4.37K	0.08%	170
2024 Q2	$344K	Sell	8,950 -30	-0.3%	-$1.14K	0.1%	142
2024 Q1	$338K	Buy	8,980 +6	+0.1%	+$222	0.1%	141
2023 Q4	$326K	Buy	+8,974	New	+$316K	0.11%	145

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

Marshall Financial Group (Maryland)'s DOCT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its FT Vest US Equity Deep Buffer ETF October (DOCT) position steady in Q2 2026 at 8,795 shares worth $411K. The position accounts for 0.06% of the portfolio, ranked #228.

Marshall Financial Group (Maryland) first reported a position in DOCT in Q4 2023 and has held it in 11 quarters since. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

Marshall Financial Group (Maryland) held 8,795 shares of FT Vest US Equity Deep Buffer ETF October worth $411K as of Q2 2026.
Marshall Financial Group (Maryland) 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 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #228 holding.
Marshall Financial Group (Maryland) first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.