SWM
DOCT

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

Spire Wealth 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 		$26K Hold
599
– – ﹤0.01% 1341
2025
Q4 		$26.5K Sell
599
-14,227
-96% -$623K ﹤0.01% 1381
2025
Q3 		$640K Sell
14,826
-2,455
-14% -$103K 0.02% 475
2025
Q2 		$710K Sell
17,281
-8,853
-34% -$345K 0.03% 433
2025
Q1 		$1M Sell
26,134
-3,225
-11% -$127K 0.03% 398
2024
Q4 		$1.16M Buy
29,359
+15,005
+105% +$591K 0.04% 354
2024
Q3 		$560K Sell
14,354
-4,143
-22% -$160K 0.02% 492
2024
Q2 		$710K Sell
18,497
-3,004
-14% -$114K 0.03% 415
2024
Q1 		$809K Sell
21,501
-2,418
-10% -$89.5K 0.01% 419
2023
Q4 		$878K Buy
+23,919
New +$843K 0.03% 391
2022
Q2 		– Sell
-774
Closed -$25K – 2690
2022
Q1 		$25K Buy
+774
New +$25.1K ﹤0.01% 1715

Other funds holding DOCT

OC
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OAJ
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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
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