PSCM
DOCT

Per Stirling Capital Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Per Stirling Capital 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 		$5.91M Buy
136,131
+2,237
+2% +$99K 0.65% 46
2025
Q4 		$5.93M Sell
133,894
-3,754
-3% -$165K 0.67% 44
2025
Q3 		$5.95M Buy
137,648
+1,457
+1% +$61.3K 0.71% 42
2025
Q2 		$5.59M Buy
136,191
+1,209
+0.9% +$47.2K 0.73% 40
2025
Q1 		$5.18M Sell
134,982
-69,033
-34% -$2.72M 0.74% 38
2024
Q4 		$8.03M Sell
204,015
-5,903
-3% -$232K 1.14% 20
2024
Q3 		$8.19M Buy
209,918
+217
+0.1% +$8.39K 1.14% 23
2024
Q2 		$8.05M Sell
209,701
-5,501
-3% -$208K 1.3% 19
2024
Q1 		$8.1M Buy
215,202
+1,211
+0.6% +$44.8K 1.35% 19
2023
Q4 		$7.78M Buy
213,991
+145,173
+211% +$5.12M 1.43% 20
2023
Q3 		$2.38M Sell
68,818
-24,140
-26% -$848K 0.49% 45
2023
Q2 		$3.24M Sell
92,958
-39,948
-30% -$1.34M 0.66% 41
2023
Q1 		$4.36M Sell
132,906
-613
-0.5% -$19.7K 0.94% 27
2022
Q4 		$4.18M Buy
+133,519
New +$4.16M 0.76% 34

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
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