Who owns FIRST TRUST CBOE US EQUITY DEEP BUFFER?
- Ticker: DOCT
- CUSIP Number: 33740f672
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Cboe Us Equity Deep Buffer with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Cboe Us Equity Deep Buffer stock
Who bought or sold FIRST TRUST CBOE US EQUITY DEEP BUFFER this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Mutual Advisors | 183k | $6.9M | -1% | Mar 2024 |
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| Envestnet Asset Management | 112k | $4.2M | 54% | Mar 2024 |
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| Harbour Investments | 106k | $3.8M | 13% | Dec 2023 |
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| Commonwealth Equity Services | 74k | $2.8M | -7% | Mar 2024 |
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| Advisor Group Holdings | 72k | $2.7M | -23% | Mar 2024 |
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| Branch Banking & Trust Company | 52k | $1.9M | -29% | Mar 2024 |
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| NewEdge Wealth | 51k | $1.9M | -2% | Mar 2024 |
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| Kestra Advisory Services | 41k | $1.5M | 219% | Dec 2023 |
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| Beacon Financial | 38k | $1.4M | -15% | Mar 2024 |
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| AE Wealth Management | 35k | $1.3M | -42% | Mar 2024 |
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| Brookstone Capital Management | 30k | $1.1M | 0% | Mar 2024 |
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| Change Path | 28k | $1.0M | 100% | Dec 2023 |
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| McKinley Carter Wealth Services | 24k | $898k | 9% | Mar 2024 |
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| Icon Wealth Advisors | 22k | $837k | 0% | Mar 2024 |
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| Spire Wealth Management | 22k | $809k | -10% | Mar 2024 |
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| Raymond James Financial Services Advisors | 20k | $758k | 36% | Mar 2024 |
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| Cambridge Investment Research Advisors | 19k | $711k | -44% | Mar 2024 |
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| Clear Creek Financial Management | 18k | $675k | -34% | Mar 2024 |
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| CWM | 17k | $628k | -12% | Mar 2024 |
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| Raymond James & Associates | 17k | $627k | -77% | Mar 2024 |
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| Signal Advisors Wealth | 17k | $622k | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 16k | $599k | 72% | Mar 2024 |
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| Ignite Planners | 16k | $598k | 0% | Mar 2024 |
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| Sage Capital Advisors | 15k | $574k | -15% | Mar 2024 |
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| Tanglewood Legacy Advisors | 13k | $486k | 0% | Mar 2024 |
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| IFP Advisors | 13k | $455k | 48% | Dec 2023 |
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| BCJ Capital Management | 12k | $440k | 100% | Dec 2023 |
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| 1776 Wealth | 11k | $401k | 100% | Mar 2024 |
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| LPL Financial | 11k | $400k | 100% | Mar 2024 |
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| Townsquare Capital | 11k | $399k | -14% | Mar 2024 |
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| Marshall Financial Group | 9.0k | $338k | 0% | Mar 2024 |
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| Envestnet Portfolio Solutions | 8.9k | $334k | -5% | Mar 2024 |
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| Jane Street | 8.9k | $334k | 100% | Mar 2024 |
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| Prosperity Consulting Group | 8.7k | $329k | 44% | Mar 2024 |
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| Integrity Financial Corp | 8.6k | $324k | -29% | Mar 2024 |
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| Citadel Advisors | 7.5k | $282k | 100% | Mar 2024 |
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| Arbor Capital Management | 7.3k | $278k | 100% | Mar 2024 |
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| Strategic Blueprint | 7.3k | $275k | -13% | Mar 2024 |
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| WealthTrust Asset Management | 7.3k | $275k | 0% | Mar 2024 |
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| Fsb Premier Wealth Management | 6.3k | $237k | 0% | Mar 2024 |
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| Presidio Capital Management | 5.9k | $223k | 0% | Mar 2024 |
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| Axxcess Wealth Management | 5.9k | $216k | 100% | Dec 2023 |
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| Blue Bell Private Wealth Management | 5.9k | $223k | -5% | Mar 2024 |
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| Naviter Wealth | 5.8k | $216k | 0% | Mar 2024 |
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| Orion Portfolio Solutions | 5.7k | $216k | -7% | Mar 2024 |
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| Sequent Planning | 5.5k | $207k | 100% | Mar 2024 |
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| SOA Wealth Advisors | 5.3k | $199k | 0% | Mar 2024 |
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| Royal Bank of Canada | 4.9k | $186k | -48% | Mar 2024 |
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| Nbc Securities | 4.2k | $158k | 0% | Mar 2024 |
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| DHJJ Financial Advisors | 3.7k | $139k | 0% | Mar 2024 |
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| Sunbelt Securities | 3.5k | $132k | 0% | Mar 2024 |
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| Wetzel Investment Advisors | 3.3k | $121k | 0% | Mar 2024 |
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| Capital Investment Advisory Services | 2.5k | $92k | 0% | Mar 2024 |
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| Proequities | 1.7k | $64M | 0% | Mar 2024 |
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| UBS Group | 1.1k | $42k | 100% | Mar 2024 |
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| MTM Investment Management | 1.1k | $41k | 0% | Mar 2024 |
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| Creative Financial Designs | 943.00 | $36k | 0% | Mar 2024 |
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| AlphaMark Advisors | 470.00 | $18k | 0% | Mar 2024 |
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| Sound Income Strategies | 180.00 | $6.8k | 0% | Mar 2024 |
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Who sold out of First Trust Cboe Us Equity Deep Buffer?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2023 | 26k | $902k |
| Schulz Wealth | Dec 2023 | 6.1k | $222k |
| Goss Wealth Management | Sep 2023 | 3.0k | $104k |