SW
DOCT

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

SMART 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 		$1.41M Buy
32,375
+3,025
+10% +$134K 0.41% 79
2025
Q4 		$1.3M Sell
29,350
-2,593
-8% -$114K 0.4% 79
2025
Q3 		$1.38M Sell
31,943
-2,153
-6% -$90.6K 0.52% 62
2025
Q2 		$1.4M Sell
34,096
-1,268
-4% -$49.5K 0.44% 73
2025
Q1 		$1.36M Sell
35,364
-8,445
-19% -$333K 0.49% 60
2024
Q4 		$1.72M Buy
43,809
+26,236
+149% +$1.03M 0.61% 53
2024
Q3 		$686K Buy
17,573
+4,568
+35% +$177K 0.27% 80
2024
Q2 		$499K Buy
13,005
+6,987
+116% +$265K 0.2% 79
2024
Q1 		$226K Buy
+6,018
New +$223K 0.1% 103
2023
Q4 		– Sell
-65,146
Closed -$2.25M – 85
2023
Q3 		$2.25M Buy
65,146
+4,175
+7% +$147K 1.69% 19
2023
Q2 		$2.13M Sell
60,971
-37,988
-38% -$1.28M 1.61% 20
2023
Q1 		$3.25M Sell
98,959
-18,183
-16% -$585K 2.87% 11
2022
Q4 		$3.67M Buy
+117,142
New +$3.65M 2.76% 7

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

SMART Wealth's DOCT Position: Q1 2026 in Review

SMART Wealth increased its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 10% in Q1 2026, buying an estimated $134K and bringing the position to 32,375 shares worth $1.41M. The position accounts for 0.41% of the portfolio, ranked #79.

SMART Wealth first reported a position in DOCT in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.67M in Q4 2022. 111 funds tracked by Wall St. Rank hold DOCT as of Q1 2026.

  • SMART Wealth held 32,375 shares of FT Vest US Equity Deep Buffer ETF October worth $1.41M as of Q1 2026.
  • SMART Wealth bought 3,025 FT Vest US Equity Deep Buffer ETF October shares in Q1 2026, an estimated $134K.
  • FT Vest US Equity Deep Buffer ETF October made up 0.41% of SMART Wealth's portfolio in Q1 2026, its #79 holding.
  • SMART Wealth first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2022 and has held it in 13 quarters since.
  • SMART Wealth's FT Vest US Equity Deep Buffer ETF October position peaked at $3.67M in Q4 2022.
  • 111 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.