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

McKinley Carter 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 Q1	$1.06M	Hold	24,416	–	–	0.06%	168
2025 Q4	$1.08M	Hold	24,416	–	–	0.06%	170
2025 Q3	$1.05M	Hold	24,416	–	–	0.06%	173
2025 Q2	$1M	Hold	24,416	–	–	0.06%	167
2025 Q1	$936K	Hold	24,416	–	–	0.06%	163
2024 Q4	$961K	Buy	24,416 +550	+2%	+$21.7K	0.06%	161
2024 Q3	$931K	Hold	23,866	–	–	0.06%	165
2024 Q2	$916K	Hold	23,866	–	–	0.06%	164
2024 Q1	$898K	Buy	23,866 +2,000	+9%	+$74K	0.06%	160
2023 Q4	$795K	Sell	21,866 -2,000	-8%	-$70.5K	0.06%	163
2023 Q3	$826K	Hold	23,866	–	–	0.07%	159
2023 Q2	$833K	Hold	23,866	–	–	0.06%	162
2023 Q1	$783K	Hold	23,866	–	–	0.06%	167
2022 Q4	$747K	Buy	23,866 +10,201	+75%	+$318K	0.06%	166
2022 Q3	$416K	Hold	13,665	–	–	0.04%	202
2022 Q2	$414K	Hold	13,665	–	–	0.04%	213
2022 Q1	$447K	Hold	13,665	–	–	0.04%	206
2021 Q4	$452K	Hold	13,665	–	–	0.03%	200
2021 Q3	$443K	Hold	13,665	–	–	0.04%	199
2021 Q2	$440K	Hold	13,665	–	–	0.04%	201
2021 Q1	$431K	Hold	13,665	–	–	0.04%	204
2020 Q4	$423K	Buy	+13,665	New	+$415K	0.06%	177

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

McKinley Carter Wealth Services's DOCT Position: Q1 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Deep Buffer ETF October (DOCT) position steady in Q1 2026 at 24,416 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #168.

McKinley Carter Wealth Services first reported a position in DOCT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.08M in Q4 2025. 111 funds tracked by Wall St. Rank hold DOCT as of Q1 2026.

McKinley Carter Wealth Services held 24,416 shares of FT Vest US Equity Deep Buffer ETF October worth $1.06M as of Q1 2026.
McKinley Carter Wealth Services left its FT Vest US Equity Deep Buffer ETF October share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF October made up 0.06% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #168 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2020 and has held it in 22 quarters since.
McKinley Carter Wealth Services's FT Vest US Equity Deep Buffer ETF October position peaked at $1.08M in Q4 2025.
111 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.