NewEdge Wealth’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

NewEdge Wealth’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	$2.44M	Hold	52,196	–	–	0.02%	407
2026 Q1	$2.27M	Hold	52,196	–	–	0.03%	394
2025 Q4	$2.31M	Hold	52,196	–	–	0.03%	412
2025 Q3	$2.29M	Sell	52,196 -2,923	-5%	-$123K	0.03%	361
2025 Q2	$2.3M	Buy	55,119 +6,577	+14%	+$257K	0.04%	351
2025 Q1	$1.86M	Hold	48,542	–	–	0.03%	359
2024 Q4	$1.91M	Hold	48,542	–	–	0.03%	369
2024 Q3	$1.89M	Sell	48,542 -1,130	-2%	-$43.7K	0.03%	362
2024 Q2	$1.91M	Sell	49,672 -1,147	-2%	-$43.5K	0.04%	332
2024 Q1	$1.91M	Sell	50,819 -1,065	-2%	-$39.4K	0.04%	329
2023 Q4	$1.89M	Buy	+51,884	New	+$1.83M	0.05%	306

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

NewEdge Wealth's DOCT Position: Q2 2026 in Review

NewEdge Wealth held its FT Vest US Equity Deep Buffer ETF October (DOCT) position steady in Q2 2026 at 52,196 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #407.

NewEdge Wealth 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.

NewEdge Wealth held 52,196 shares of FT Vest US Equity Deep Buffer ETF October worth $2.44M as of Q2 2026.
NewEdge Wealth 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 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #407 holding.
NewEdge Wealth 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 NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.