SW
DOCT

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

Simplicity 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 		$215K Buy
4,948
+113
+2% +$5K 0.01% 704
2025
Q4 		$214K Hold
4,835
– – 0.01% 655
2025
Q3 		$209K Sell
4,835
-4,945
-51% -$208K 0.01% 668
2025
Q2 		$402K Buy
+9,780
New +$382K 0.02% 506

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

Simplicity Wealth's DOCT Position: Q1 2026 in Review

Simplicity Wealth increased its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 2.3% in Q1 2026, buying an estimated $5K and bringing the position to 4,948 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #704.

Simplicity Wealth first reported a position in DOCT in Q2 2025 and has held it in 4 quarters since. The position peaked at $402K in Q2 2025. 111 funds tracked by Wall St. Rank hold DOCT as of Q1 2026.

  • Simplicity Wealth held 4,948 shares of FT Vest US Equity Deep Buffer ETF October worth $215K as of Q1 2026.
  • Simplicity Wealth bought 113 FT Vest US Equity Deep Buffer ETF October shares in Q1 2026, an estimated $5K.
  • FT Vest US Equity Deep Buffer ETF October made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #704 holding.
  • Simplicity Wealth first reported a position in FT Vest US Equity Deep Buffer ETF October in Q2 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's FT Vest US Equity Deep Buffer ETF October position peaked at $402K in Q2 2025.
  • 111 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.