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Orion Portfolio Solutions’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$253K Sell
6,589
-168
-2% -$6.63K ﹤0.01% 1702
2024
Q4 		$266K Sell
6,757
-688
-9% -$27.1K ﹤0.01% 1611
2024
Q3 		$291K Buy
7,445
+1,715
+30% +$66.3K ﹤0.01% 1533
2024
Q2 		$220K Sell
5,730
-12
-0.2% -$455 ﹤0.01% 1600
2024
Q1 		$216K Sell
5,742
-428
-7% -$15.8K ﹤0.01% 1583
2023
Q4 		$225K Buy
+6,170
New +$217K ﹤0.01% 1527

Other funds holding DOCT

ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Orion Portfolio Solutions's DOCT Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 2.5% in Q1 2025, selling an estimated $6.63K and leaving 6,589 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Orion Portfolio Solutions first reported a position in DOCT in Q4 2023 and has held it in 6 quarters since. The position peaked at $291K in Q3 2024. 90 funds tracked by Wall St. Rank hold DOCT as of Q1 2025.

  • Orion Portfolio Solutions held 6,589 shares of FT Vest US Equity Deep Buffer ETF October worth $253K as of Q1 2025.
  • Orion Portfolio Solutions sold 168 FT Vest US Equity Deep Buffer ETF October shares in Q1 2025, an estimated $6.63K.
  • FT Vest US Equity Deep Buffer ETF October made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1702 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2023 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's FT Vest US Equity Deep Buffer ETF October position peaked at $291K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.