NW
DOCT

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
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

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 $4.67B 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

NewEdge Wealth's DOCT Position: Q1 2026 in Review

NewEdge Wealth held its FT Vest US Equity Deep Buffer ETF October (DOCT) position steady in Q1 2026 at 52,196 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #394.

NewEdge Wealth first reported a position in DOCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.31M in Q4 2025. 111 funds tracked by Wall St. Rank hold DOCT as of Q1 2026.

  • NewEdge Wealth held 52,196 shares of FT Vest US Equity Deep Buffer ETF October worth $2.27M as of Q1 2026.
  • NewEdge Wealth 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 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #394 holding.
  • NewEdge Wealth first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2023 and has held it in 10 quarters since.
  • NewEdge Wealth's FT Vest US Equity Deep Buffer ETF October position peaked at $2.31M 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 NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.