Truist Financial
DOCT

Truist Financial’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Truist Financial’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 		$3.16M Buy
72,877
+9,221
+14% +$408K ﹤0.01% 1071
2025
Q4 		$2.82M Buy
63,656
+13,385
+27% +$587K ﹤0.01% 1104
2025
Q3 		$2.17M Buy
50,271
+666
+1% +$28K ﹤0.01% 1293
2025
Q2 		$2.04M Buy
49,605
+6,946
+16% +$271K ﹤0.01% 1264
2025
Q1 		$1.64M Sell
42,659
-7,368
-15% -$291K ﹤0.01% 1310
2024
Q4 		$1.97M Buy
50,027
+103
+0.2% +$4.05K ﹤0.01% 1239
2024
Q3 		$1.95M Sell
49,924
-1,465
-3% -$56.6K ﹤0.01% 1242
2024
Q2 		$1.97M Sell
51,389
-168
-0.3% -$6.37K ﹤0.01% 1276
2024
Q1 		$1.94M Sell
51,557
-20,681
-29% -$766K ﹤0.01% 1288
2023
Q4 		$2.63M Buy
72,238
+23,507
+48% +$828K ﹤0.01% 1125
2023
Q3 		$1.69M Sell
48,731
-70,936
-59% -$2.49M ﹤0.01% 1316
2023
Q2 		$4.18M Sell
119,667
-4,666
-4% -$157K 0.01% 903
2023
Q1 		$4.08M Sell
124,333
-1,008
-0.8% -$32.4K 0.01% 905
2022
Q4 		$3.92M Buy
+125,341
New +$3.91M 0.01% 907

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 $4.66B 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