MIM
DOCT

MTM Investment Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

MTM Investment Management’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 		$92.1K Hold
2,120
– – 0.03% 268
2025
Q4 		$93.9K Hold
2,120
– – 0.03% 268
2025
Q3 		$91.6K Hold
2,120
– – 0.03% 275
2025
Q2 		$87.1K Hold
2,120
– – 0.03% 279
2025
Q1 		$81.5K Hold
2,120
– – 0.03% 217
2024
Q4 		$83.5K Buy
2,120
+1,020
+93% +$40.2K 0.03% 214
2024
Q3 		$43K Hold
1,100
– – 0.02% 226
2024
Q2 		$42.2K Hold
1,100
– – 0.02% 218
2024
Q1 		$41.4K Hold
1,100
– – 0.02% 224
2023
Q4 		$40K Sell
1,100
-1,000
-48% -$35.2K 0.02% 213
2023
Q3 		$72.7K Hold
2,100
– – 0.04% 195
2023
Q2 		$73.3K Hold
2,100
– – 0.04% 205
2023
Q1 		$68.9K Hold
2,100
– – 0.04% 207
2022
Q4 		$65.8K Hold
2,100
– – 0.03% 207
2022
Q3 		$64K Hold
2,100
– – 0.04% 201
2022
Q2 		$64K Sell
2,100
-300
-13% -$9.39K 0.03% 206
2022
Q1 		$78K Hold
2,400
– – 0.04% 216
2021
Q4 		$79K Buy
+2,400
New +$78.5K 0.04% 217

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