MA
DOCT

Mutual Advisors’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Mutual Advisors’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 		$6.27M Sell
144,343
-2,885
-2% -$128K 0.13% 152
2025
Q4 		$6.52M Sell
147,228
-2,985
-2% -$131K 0.14% 149
2025
Q3 		$6.57M Buy
150,213
+1,095
+0.7% +$46.1K 0.14% 145
2025
Q2 		$6.24M Sell
149,118
-9,386
-6% -$366K 0.16% 144
2025
Q1 		$6.05M Sell
158,504
-4,622
-3% -$182K 0.17% 119
2024
Q4 		$6.45M Sell
163,126
-2,579
-2% -$102K 0.19% 103
2024
Q3 		$6.46M Sell
165,705
-6,478
-4% -$250K 0.19% 103
2024
Q2 		$6.64M Sell
172,183
-10,774
-6% -$408K 0.2% 97
2024
Q1 		$6.88M Sell
182,957
-1,430
-0.8% -$52.9K 0.22% 91
2023
Q4 		$6.7M Buy
184,387
+1,924
+1% +$67.8K 0.23% 85
2023
Q3 		$6.32M Sell
182,463
-17,580
-9% -$618K 0.25% 78
2023
Q2 		$6.98M Sell
200,043
-27,914
-12% -$937K 0.27% 75
2023
Q1 		$7.48M Sell
227,957
-22,610
-9% -$728K 0.31% 65
2022
Q4 		$7.85M Buy
250,567
+6,696
+3% +$209K 0.35% 54
2022
Q3 		$7.43M Buy
243,871
+606
+0.2% +$18.7K 0.38% 46
2022
Q2 		$7.37M Sell
243,265
-14,729
-6% -$461K 0.49% 34
2022
Q1 		$8.43M Sell
257,994
-9,080
-3% -$294K 0.47% 37
2021
Q4 		$8.83M Buy
+267,074
New +$8.74M 0.47% 38

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
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
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return