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 Q2	$572K	Sell	12,246 -181	-1%	-$8.29K	0.18%	71
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

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

Tanglewood Legacy Advisors's DOCT Position: Q2 2026 in Review

Tanglewood Legacy Advisors reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 1.5% in Q2 2026, selling an estimated $8.29K and leaving 12,246 shares worth $572K. The position accounts for 0.18% of the portfolio, ranked #71.

Tanglewood Legacy Advisors first reported a position in DOCT in Q4 2022 and has held it in 15 quarters since. 107 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

Tanglewood Legacy Advisors held 12,246 shares of FT Vest US Equity Deep Buffer ETF October worth $572K as of Q2 2026.
Tanglewood Legacy Advisors sold 181 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $8.29K.
FT Vest US Equity Deep Buffer ETF October made up 0.18% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #71 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 15 quarters since.
107 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.