TLA
DOCT

Tanglewood Legacy Advisors’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Tanglewood Legacy Advisors’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 		$540K Hold
12,427
– – 0.2% 68
2025
Q4 		$550K Buy
12,427
+4,897
+65% +$215K 0.21% 67
2025
Q3 		$325K Hold
7,530
– – 0.13% 80
2025
Q2 		$309K Sell
7,530
-738
-9% -$28.8K 0.13% 80
2025
Q1 		$317K Sell
8,268
-2,370
-22% -$93.5K 0.14% 77
2024
Q4 		$419K Sell
10,638
-2,269
-18% -$89.3K 0.18% 68
2024
Q3 		$504K Hold
12,907
– – 0.22% 55
2024
Q2 		$495K Hold
12,907
– – 0.23% 52
2024
Q1 		$486K Hold
12,907
– – 0.24% 55
2023
Q4 		$469K Hold
12,907
– – 0.26% 56
2023
Q3 		$447K Hold
12,907
– – 0.27% 54
2023
Q2 		$450K Hold
12,907
– – 0.26% 53
2023
Q1 		$424K Hold
12,907
– – 0.27% 49
2022
Q4 		$404K Buy
+12,907
New +$402K 0.29% 39

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

Tanglewood Legacy Advisors's DOCT Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its FT Vest US Equity Deep Buffer ETF October (DOCT) position steady in Q1 2026 at 12,427 shares worth $540K. The position accounts for 0.2% of the portfolio, ranked #68.

Tanglewood Legacy Advisors first reported a position in DOCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $550K in Q4 2025. 111 funds tracked by Wall St. Rank hold DOCT as of Q1 2026.

  • Tanglewood Legacy Advisors held 12,427 shares of FT Vest US Equity Deep Buffer ETF October worth $540K as of Q1 2026.
  • Tanglewood Legacy Advisors left its FT Vest US Equity Deep Buffer ETF October share count unchanged in Q1 2026.
  • FT Vest US Equity Deep Buffer ETF October made up 0.2% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #68 holding.
  • Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
  • Tanglewood Legacy Advisors's FT Vest US Equity Deep Buffer ETF October position peaked at $550K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.