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 | 184k | $6.7M | 1% | Dec 2023 |
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| Harbour Investments | 106k | $3.8M | 13% | Dec 2023 |
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| Advisor Group Holdings | 93k | $3.4M | 12% | Dec 2023 |
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| Commonwealth Equity Services | 79k | $2.9M | 26% | Dec 2023 |
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| Branch Banking & Trust Company | 72k | $2.6M | 48% | Dec 2023 |
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| Raymond James & Associates | 72k | $2.6M | 380% | Dec 2023 |
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| AE Wealth Management | 60k | $2.2M | -53% | Dec 2023 |
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| NewEdge Wealth | 52k | $1.9M | 100% | Dec 2023 |
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| Beacon Financial | 45k | $1.6M | 0% | Dec 2023 |
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| Kestra Advisory Services | 41k | $1.5M | 219% | Dec 2023 |
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| Cambridge Investment Research Advisors | 34k | $1.2M | -2% | Dec 2023 |
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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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| Clear Creek Financial Management | 27k | $995k | 100% | Dec 2023 |
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| Spire Wealth Management | 24k | $878k | 100% | Dec 2023 |
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| Icon Wealth Advisors | 22k | $809k | 100% | Dec 2023 |
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| McKinley Carter Wealth Services | 22k | $795k | -8% | Dec 2023 |
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| CWM | 17k | $628k | -12% | 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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| Raymond James Financial Services Advisors | 15k | $539k | -60% | Dec 2023 |
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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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| Townsquare Capital | 12k | $450k | -13% | Dec 2023 |
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| Integrity Financial Corp | 12k | $444k | 303% | Dec 2023 |
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| BCJ Capital Management | 12k | $440k | 100% | Dec 2023 |
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| Royal Bank of Canada | 9.5k | $345k | 54% | Dec 2023 |
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| Envestnet Portfolio Solutions | 9.4k | $340k | 100% | Dec 2023 |
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| Marshall Financial Group | 9.0k | $326k | 100% | Dec 2023 |
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| Strategic Blueprint | 8.3k | $304k | 10% | Dec 2023 |
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| WealthTrust Asset Management | 7.3k | $265k | -10% | Dec 2023 |
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| Fsb Premier Wealth Management | 6.3k | $229k | 0% | Dec 2023 |
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| Blue Bell Private Wealth Management | 6.2k | $227k | -1% | Dec 2023 |
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| Orion Portfolio Solutions | 6.2k | $225k | 100% | Dec 2023 |
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| Presidio Capital Management | 5.9k | $216k | 100% | Dec 2023 |
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| Axxcess Wealth Management | 5.9k | $216k | 100% | Dec 2023 |
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| Naviter Wealth | 5.8k | $216k | 0% | Mar 2024 |
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| SOA Wealth Advisors | 5.3k | $199k | 0% | 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 | $118k | 100% | Dec 2023 |
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| Capital Investment Advisory Services | 2.5k | $89k | 0% | Dec 2023 |
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| Proequities | 1.7k | $62M | 0% | Dec 2023 |
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| MTM Investment Management | 1.1k | $40k | -48% | Dec 2023 |
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| Creative Financial Designs | 943.00 | $34k | 100% | Dec 2023 |
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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 |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2023 | 34k | $1.2M |
| Citadel Advisors | Sep 2023 | 21k | $732k |
| 1st Source Bank | Sep 2023 | 15k | $531k |
| Jane Street | Sep 2023 | 12k | $411k |
| Delta Investment Management | Sep 2023 | 8.4k | $290k |
| Onyx Bridge Wealth Group | Sep 2023 | 6.7k | $232k |
| Schulz Wealth | Dec 2023 | 6.1k | $222k |
| Nelson, Van Denburg & Campbell Wealth Management | Sep 2023 | 4.1k | $142k |
| Wells Fargo & Company | Sep 2023 | 327.00 | $11k |