FT VEST U.S. EQUITY DEEP BUF DOCT
$46.66
-0.1% 52w: $39.98 – $46.69
Latest 13F among current holders filed 34 days ago (Jun 1, 2026)
Price — last 12 months
research preview data39.9843.3346.69
Jun 20, 2025 Jul 2, 2026
Institutional holders
110
-3 QoQ
13F value
$179.0M
-6.1% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DOCT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | Diversified mechanical | 398.3K | $17.3M | 0.2% | +0.5% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | Wealth advisor | 286.2K | $12.4M | 3.4% | -5.0% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 238.5K | $10.4M | 2.9% | -8.2% |
| REAP Financial Group, LLC | Wealth advisor | 220.5K | $9.6M | 1.9% | -16.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 149.8K | $6.5M | 0.0% | +31.0% |
| Mutual Advisors, LLC | Wealth advisor | 144.3K | $6.3M | 0.1% | -2.0% |
| Per Stirling Capital Management, LLC. | Wealth advisor | 136.1K | $5.9M | 0.7% | +1.7% |
| LCNB CORP | Other | 127.1K | $5.5M | 1.9% | +2.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 123.6K | $5.4M | 0.0% | -20.8% |
| Sequent Planning LLC | Wealth advisor | 117.0K | $5.1M | 1.2% | -4.3% |
| WINNOW WEALTH LLC | Wealth advisor | 113.3K | $4.9M | 3.8% | -7.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 109.5K | $4.8M | 0.0% | -3.1% |
| Foguth Wealth Management, LLC. | Wealth advisor | 91.4K | $4.3M | 0.5% | -22.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 93.4K | $4.1M | 0.0% | -31.1% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 87.8K | $3.8M | 0.2% | +650.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 87.0K | $3.8M | 0.0% | +0.9% |
| Cetera Investment Advisers | Wealth advisor | 78.6K | $3.4M | 0.0% | +14.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 78.0K | $3.4M | 0.0% | -8.6% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 74.4K | $3.3M | 0.2% | +19.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 72.9K | $3.2M | 0.0% | +14.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 69.3K | $3.0M | 0.0% | +39.6% |
| Commonwealth Financial Services, LLC | Wealth advisor | 53.4K | $2.3M | 0.4% | +6.0% |
| CWM, LLC | Wealth advisor | 52.6K | $2.3M | 0.0% | -25.9% |
| NewEdge Wealth, LLC | Other | 52.2K | $2.3M | 0.0% | Held |
| Ritter Daniher Financial Advisory LLC / DE | Wealth advisor | 51.3K | $2.2M | 0.4% | -1.0% |
| LPL Financial LLC | Bank broker | 51.3K | $2.2M | 0.0% | -0.3% |
| IFP Advisors, Inc | Wealth advisor | 45.1K | $2.0M | 0.0% | +9.7% |
| MGO ONE SEVEN LLC | Wealth advisor | 36.8K | $1.6M | 0.0% | Held |
| 1ST SOURCE BANK | Other | 33.6K | $1.5M | 0.1% | Held |
| StoneX Group Inc. | Wealth advisor | 33.3K | $1.4M | 0.1% | -10.7% |
| Castleview Partners, LLC | Wealth advisor | 32.8K | $1.4M | 0.7% | -0.6% |
| SMART Wealth LLC | Wealth advisor | 32.4K | $1.4M | 0.4% | +10.3% |
| Brookstone Capital Management | Wealth advisor | 32.2K | $1.4M | 0.0% | Held |
| Advance Capital Management, Inc. | Wealth advisor | 29.7K | $1.3M | 0.0% | -10.7% |
| &PARTNERS | Diversified mechanical | 27.5K | $1.2M | 0.0% | Held |
| Harvest Investment Services, LLC | Other | 27.4K | $1.2M | 0.2% | -7.8% |
| Kovack Advisors, Inc. | Other | 26.7K | $1.2M | 0.1% | Held |
| McKinley Carter Wealth Services, Inc. | Wealth advisor | 24.4K | $1.1M | 0.1% | Held |
| Icon Wealth Advisors, LLC | Wealth advisor | 20.6K | $938K | 0.1% | -0.1% |
| Ignite Planners, LLC | Wealth advisor | 20.8K | $905K | 0.1% | -2.4% |
| Integrity Financial Corp /WA | Wealth advisor | 19.6K | $852K | 0.4% | -2.2% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | Wealth advisor | 19.6K | $849K | 0.1% | -10.5% |
| LifeWealth Investments, LLC | Wealth advisor | 18.3K | $794K | 0.2% | -1.3% |
| BEACON FINANCIAL GROUP | Wealth advisor | 17.6K | $764K | 0.1% | Held |
| IHT Wealth Management, LLC | Wealth advisor | 17.3K | $753K | 0.0% | Held |
| Madrona Financial Services, LLC | Wealth advisor | 17.2K | $749K | 0.2% | Held |
| First Heartland Consultants, Inc. | Wealth advisor | 16.6K | $719K | 0.1% | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | Wealth advisor | 16.0K | $694K | 0.5% | Held |
| Spectrum Asset Management, Inc. (NB/CA) | Wealth advisor | 15.5K | $671K | 0.2% | Held |
| JPMORGAN CHASE & CO | Bank broker | 15.6K | $668K | 0.0% | -30.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.