WTFG
DOCT

Wood Tarver Financial Group’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Wood Tarver Financial Group’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 		$10.4M Sell
238,486
-21,412
-8% -$948K 2.86% 7
2025
Q4 		$11.5M Sell
259,898
-12,575
-5% -$551K 3.23% 6
2025
Q3 		$11.8M Sell
272,473
-44,351
-14% -$1.87M 3.47% 6
2025
Q2 		$13M Buy
316,824
+276,867
+693% +$10.8M 3.92% 5
2025
Q1 		$1.53M Buy
39,957
+6,672
+20% +$263K 0.5% 32
2024
Q4 		$1.31M Buy
+33,285
New +$1.31M 0.44% 32

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
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
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return