SP
DOCT

Sequent Planning’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Sequent Planning’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 		$1.23M Sell
26,314
-90,658
-78% -$4.15M 0.26% 80
2026
Q1 		$5.08M Sell
116,972
-5,239
-4% -$232K 1.23% 17
2025
Q4 		$5.41M Buy
122,211
+262
+0.2% +$11.5K 1.38% 14
2025
Q3 		$5.27M Sell
121,949
-2,616
-2% -$110K 1.5% 15
2025
Q2 		$5.12M Sell
124,565
-1,455
-1% -$56.8K 1.62% 14
2025
Q1 		$4.83M Buy
126,020
+3,155
+3% +$124K 1.74% 12
2024
Q4 		$4.84M Buy
+122,865
New +$4.84M 1.78% 13
2024
Q2 		– Sell
-5,513
Closed -$207K – 140
2024
Q1 		$207K Buy
+5,513
New +$204K 0.08% 134

Other funds holding DOCT

OC
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
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Sequent Planning's DOCT Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 78% in Q2 2026, selling an estimated $4.15M and leaving 26,314 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #80.

Sequent Planning first reported a position in DOCT in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.41M in Q4 2025. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

  • Sequent Planning held 26,314 shares of FT Vest US Equity Deep Buffer ETF October worth $1.23M as of Q2 2026.
  • Sequent Planning sold 90,658 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $4.15M.
  • FT Vest US Equity Deep Buffer ETF October made up 0.26% of Sequent Planning's portfolio in Q2 2026, its #80 holding.
  • Sequent Planning first reported a position in FT Vest US Equity Deep Buffer ETF October in Q1 2024 and has held it in 8 quarters since.
  • Sequent Planning's FT Vest US Equity Deep Buffer ETF October position peaked at $5.41M in Q4 2025.
  • 108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.