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 |
|---|---|---|---|---|---|
| Per Stirling Capital Management | 210k | $8.2M | -2% | Sep 2024 |
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| Mutual Advisors | 166k | $6.5M | -4% | Sep 2024 |
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| Cetera Investment Advisers | 84k | $3.2M | -15% | Jun 2024 |
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| Commonwealth Equity Services | 79k | $3.1M | 4% | Sep 2024 |
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| Harbour Investments | 58k | $2.3M | -41% | Sep 2024 |
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| Branch Banking & Trust Company | 51k | $2.0M | 0% | Jun 2024 |
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| NewEdge Wealth | 49k | $1.9M | -2% | Sep 2024 |
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| Advisor Group Holdings | 48k | $1.9M | -33% | Sep 2024 |
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| Commonwealth Financial Services | 46k | $1.8M | 55% | Sep 2024 |
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| Kestra Advisory Services | 45k | $1.7M | -6% | Sep 2024 |
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| Envestnet Asset Management | 42k | $1.6M | -64% | Sep 2024 |
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| LCNB | 35k | $1.4M | 100% | Sep 2024 |
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| Old Mission Capital | 34k | $1.3M | 366% | Jun 2024 |
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| AE Wealth Management | 31k | $1.2M | -6% | Sep 2024 |
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| Brookstone Capital Management | 30k | $1.2M | 0% | Sep 2024 |
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| Susquehanna International | 29k | $1.1M | 94% | Sep 2024 |
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| 1st Source Bank | 28k | $1.1M | 100% | Sep 2024 |
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| Raymond James Financial Services Advisors | 25k | $981k | 15% | Sep 2024 |
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| McKinley Carter Wealth Services | 24k | $932k | 0% | Sep 2024 |
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| Icon Wealth Advisors | 21k | $828k | -5% | Sep 2024 |
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| Signal Advisors Wealth | 20k | $798k | 74% | Sep 2024 |
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| Beacon Financial | 19k | $735k | 0% | Sep 2024 |
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| SMART Wealth | 18k | $686k | 35% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 16k | $614k | 0% | Jun 2024 |
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| Ignite Planners | 16k | $620k | 0% | Sep 2024 |
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| Jane Street | 14k | $564k | -45% | Sep 2024 |
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| Spire Wealth Management | 14k | $560k | -22% | Sep 2024 |
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| Tanglewood Legacy Advisors | 13k | $504k | 0% | Sep 2024 |
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| IFP Advisors | 13k | $481k | 0% | Jun 2024 |
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| Cambridge Investment Research Advisors | 12k | $484k | -16% | Sep 2024 |
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| Townsquare Capital | 11k | $426k | 3% | Sep 2024 |
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| 1776 Wealth | 11k | $416k | 0% | Sep 2024 |
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| Citadel Advisors | 9.4k | $368k | 3% | Sep 2024 |
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| LPL Financial | 9.0k | $350k | -14% | Sep 2024 |
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| Marshall Financial Group | 8.8k | $345k | -1% | Sep 2024 |
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| Prosperity Consulting Group | 8.5k | $333k | 9% | Sep 2024 |
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| Founders Financial Securities | 8.1k | $317k | 100% | Sep 2024 |
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| Mml Investors Services | 8.1k | $317k | 0% | Sep 2024 |
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| Integrity Financial Corp | 7.6k | $297k | -10% | Sep 2024 |
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| Orion Portfolio Solutions | 7.4k | $291k | 30% | Sep 2024 |
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| Arbor Capital Management | 7.3k | $285k | 0% | Sep 2024 |
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| WealthTrust Asset Management | 7.3k | $285k | 0% | Sep 2024 |
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| CWM | 7.3k | $284k | 62% | Sep 2024 |
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| Blue Bell Private Wealth Management | 5.9k | $231k | 0% | Sep 2024 |
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| Strategic Blueprint | 5.8k | $226k | -21% | Sep 2024 |
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| Clear Creek Financial Management | 5.3k | $207k | -35% | Sep 2024 |
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| SOA Wealth Advisors | 5.3k | $206k | 0% | Sep 2024 |
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| Barclays | 5.1k | $200k | 100% | Sep 2024 |
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| Nbc Securities | 3.6k | $139k | -3% | Sep 2024 |
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| Sunbelt Securities | 3.5k | $137k | 130% | Sep 2024 |
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| Copley Financial Group | 3.2k | $125k | 100% | Sep 2024 |
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| DHJJ Financial Advisors | 3.1k | $121k | 0% | Sep 2024 |
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| Capital Investment Advisory Services | 2.5k | $96k | 0% | Sep 2024 |
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| Royal Bank of Canada | 1.8k | $69k | -74% | Sep 2024 |
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| Proequities | 1.1k | $45M | 0% | Sep 2024 |
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| MTM Investment Management | 1.1k | $43k | 0% | Sep 2024 |
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| CoreCap Advisors | 1.1k | $43k | 17% | Sep 2024 |
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| Creative Financial Designs | 943.00 | $37k | 0% | Sep 2024 |
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| AlphaMark Advisors | 470.00 | $18k | 0% | Sep 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 |
|---|---|---|---|
| Change Path | Jun 2024 | 28k | $1.1M |
| Sage Capital Advisors | Jun 2024 | 14k | $528k |
| BCJ Capital Management | Mar 2024 | 12k | $455k |
| Atria Investments | Jun 2024 | 11k | $434k |
| Envestnet Portfolio Solutions | Jun 2024 | 9.0k | $344k |
| Fsb Premier Wealth Management | Mar 2024 | 6.3k | $237k |
| Naviter Wealth | Jun 2024 | 5.8k | $221k |
| Sequent Planning | Mar 2024 | 5.5k | $207k |
| Wetzel Investment Advisors | Jun 2024 | 3.3k | $122k |