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 Q2	$1.81M	Buy	38,853 +6,478	+20%	+$297K	0.39%	84
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

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 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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

SMART Wealth's DOCT Position: Q2 2026 in Review

SMART Wealth increased its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 20% in Q2 2026, buying an estimated $297K and bringing the position to 38,853 shares worth $1.81M. The position accounts for 0.39% of the portfolio, ranked #84.

SMART Wealth first reported a position in DOCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.67M in Q4 2022. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

SMART Wealth held 38,853 shares of FT Vest US Equity Deep Buffer ETF October worth $1.81M as of Q2 2026.
SMART Wealth bought 6,478 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $297K.
FT Vest US Equity Deep Buffer ETF October made up 0.39% of SMART Wealth's portfolio in Q2 2026, its #84 holding.
SMART Wealth first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
SMART Wealth's FT Vest US Equity Deep Buffer ETF October position peaked at $3.67M in Q4 2022.
108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.