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 |
|---|---|---|---|---|---|
| Oppenheimer & Co | 396k | $18M | 1882% | Dec 2025 |
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| Ogorek Anthony Joseph | 301k | $13M | -1% | Dec 2025 |
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| Wood Tarver Financial Group | 273k | $12M | -14% | Sep 2025 |
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| REAP Financial Group | 263k | $12M | -13% | Dec 2025 |
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| Advisor Group Holdings | 156k | $6.9M | 49% | Dec 2025 |
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| Mutual Advisors | 147k | $6.5M | -2% | Dec 2025 |
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| Per Stirling Capital Management | 134k | $5.9M | -3% | Dec 2025 |
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| Raymond James Financial | 127k | $5.5M | -49% | Sep 2025 |
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| LCNB | 124k | $5.5M | 0% | Dec 2025 |
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| Sequent Planning | 122k | $5.4M | 0% | Dec 2025 |
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| Foguth Wealth Management | 117k | $5.2M | -59% | Dec 2025 |
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| Envestnet Asset Management | 114k | $5.1M | 47% | Dec 2025 |
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| Commonwealth Equity Services | 113k | $5.0M | 0% | Dec 2025 |
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| Mml Investors Services | 86k | $3.8M | 17% | Dec 2025 |
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| Kestra Advisory Services | 85k | $3.8M | 32% | Dec 2025 |
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| Keystone Wealth Services | 73k | $3.2M | 890% | Dec 2025 |
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| CWM | 71k | $3.1M | 135% | Dec 2025 |
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| Cetera Investment Advisers | 69k | $3.0M | 29% | Dec 2025 |
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| Branch Banking & Trust Company | 64k | $2.8M | 27% | Dec 2025 |
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| Founders Financial Securities | 62k | $2.8M | 9% | Dec 2025 |
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| NewEdge Wealth | 52k | $2.3M | 0% | Dec 2025 |
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| Ritter Daniher Financial Advisory LLC / DE | 52k | $2.3M | 100% | Dec 2025 |
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| LPL Financial | 51k | $2.3M | 54% | Dec 2025 |
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| Commonwealth Financial Services | 50k | $2.2M | 0% | Dec 2025 |
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| Harbour Investments | 50k | $2.2M | 12% | Dec 2025 |
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| IFP Advisors | 41k | $1.8M | 247% | Dec 2025 |
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| Intl Fcstone | 37k | $1.6M | 10% | Dec 2025 |
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| We Are One Seven | 37k | $1.6M | 172% | Dec 2025 |
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| 1st Source Bank | 34k | $1.5M | 100% | Dec 2025 |
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| Advance Capital Management | 33k | $1.5M | -2% | Dec 2025 |
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| Castleview Partners | 33k | $1.5M | 11% | Dec 2025 |
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| Brookstone Capital Management | 32k | $1.4M | 7% | Dec 2025 |
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| Old Mission Capital | 30k | $1.3M | -13% | Dec 2025 |
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| Harvest Investment Services | 30k | $1.3M | -2% | Dec 2025 |
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| SMART Wealth | 29k | $1.3M | -8% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 28k | $1.2M | 100% | Dec 2025 |
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| Kovack Advisors | 27k | $1.2M | 308% | Dec 2025 |
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| McKinley Carter Wealth Services | 24k | $1.1M | 0% | Dec 2025 |
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| Acorn Financial Advisory Services | 22k | $968k | 100% | Dec 2025 |
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| Ignite Planners | 21k | $951k | -5% | Dec 2025 |
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| Icon Wealth Advisors | 21k | $914k | 0% | Dec 2025 |
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| Integrity Financial Corp | 20k | $889k | 25% | Dec 2025 |
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| LifeWealth Investments | 19k | $821k | 5% | Dec 2025 |
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| Beacon Financial | 18k | $760k | -15% | Sep 2025 |
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| IHT Wealth Management | 17k | $768k | 100% | Dec 2025 |
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| Madrona Financial Services | 17k | $764k | 100% | Dec 2025 |
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| First Heartland Consultants | 17k | $733k | 100% | Dec 2025 |
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| Evolution Wealth Management | 16k | $707k | 0% | Dec 2025 |
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| Spectrum Asset Management | 16k | $685k | 203% | Dec 2025 |
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| Kestra Private Wealth Services | 15k | $670k | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 15k | $655k | 25% | Dec 2025 |
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| Holistic Planning | 14k | $617k | 18% | Dec 2025 |
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| Sanctuary Advisors | 14k | $599k | 100% | Dec 2025 |
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| WealthTrust Asset Management | 13k | $564k | 0% | Dec 2025 |
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| Susquehanna International | 13k | $553k | 37% | Dec 2025 |
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| Tanglewood Legacy Advisors | 12k | $550k | 65% | Dec 2025 |
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| RFG Advisory | 12k | $525k | 0% | Dec 2025 |
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| Money Concepts Capital Corp | 12k | $518k | 100% | Dec 2025 |
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| Buck Wealth Strategies | 12k | $518k | -4% | Dec 2025 |
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| Capasso Planning Partners | 11k | $504k | 100% | Dec 2025 |
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| Signal Advisors Wealth | 11k | $501k | -4% | Dec 2025 |
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| 1776 Wealth | 11k | $472k | 0% | Dec 2025 |
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| Level Four Advisory Services | 10k | $456k | 100% | Dec 2025 |
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| Clear Creek Financial Management | 9.9k | $440k | -5% | Dec 2025 |
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| Arbor Capital Management | 8.9k | $393k | -10% | Dec 2025 |
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| Marshall Financial Group | 8.8k | $391k | 0% | Dec 2025 |
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| Prime Capital Investment Advisors | 8.5k | $376k | 100% | Dec 2025 |
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| Santori & Peters | 8.3k | $366k | 100% | Dec 2025 |
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| Envestnet Portfolio Solutions | 8.1k | $357k | 50% | Dec 2025 |
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| Apollon Wealth Management | 6.8k | $300k | 100% | Dec 2025 |
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| AlphaStar Capital Management | 6.8k | $300k | 100% | Dec 2025 |
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| Hartland & Co | 6.8k | $300k | 100% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 6.5k | $288k | 100% | Dec 2025 |
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| CLS Investments | 6.2k | $274k | -4% | Dec 2025 |
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| Advyzon Investment Management | 5.9k | $255k | -9% | Sep 2025 |
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| Cascade Investment Group | 5.7k | $252k | 100% | Dec 2025 |
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| Jim Saulnier & Associates | 5.5k | $246k | 100% | Dec 2025 |
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| Sage Capital Advisors | 5.5k | $242k | 100% | Dec 2025 |
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| Arkadios Wealth Advisors | 5.4k | $240k | 0% | Dec 2025 |
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| Prosperity Consulting Group | 5.4k | $238k | -14% | Dec 2025 |
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| SOA Wealth Advisors | 5.4k | $238k | 0% | Dec 2025 |
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| Legacy Capital Wealth Partners | 5.2k | $230k | 100% | Dec 2025 |
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| Farther Finance Advisors | 5.2k | $229k | -32% | Dec 2025 |
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| Nova Wealth Management | 4.9k | $216k | -2% | Dec 2025 |
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| Cottage Street Advisors | 4.8k | $214k | 100% | Dec 2025 |
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| Simplicity Wealth | 4.8k | $214k | 0% | Dec 2025 |
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| Rockefeller Capital Management | 4.7k | $207k | 0% | Dec 2025 |
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| Crux Wealth Advisors | 4.6k | $202k | 100% | Dec 2025 |
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| Blue Bell Private Wealth Management | 4.2k | $185k | -10% | Dec 2025 |
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| Capital Investment Advisory Services | 3.9k | $173k | 59% | Dec 2025 |
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| Balentine | 3.9k | $172k | 0% | Dec 2025 |
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| Geneos Wealth Management | 3.8k | $170k | 0% | Dec 2025 |
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| Nbc Securities | 3.3k | $145k | 2% | Dec 2025 |
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| Larson Financial Group | 3.0k | $135k | 0% | Dec 2025 |
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| Winnow Wealth | 2.5k | $111k | 100% | Sep 2025 |
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| Centaurus Financial | 2.3k | $103k | 100% | Dec 2025 |
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| MTM Investment Management | 2.1k | $94k | 0% | Dec 2025 |
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| AE Wealth Management | 2.0k | $89k | 0% | Dec 2025 |
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| Capital Analysts | 1.9k | $86k | 0% | Dec 2025 |
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| DHJJ Financial Advisors | 1.6k | $71k | 0% | Dec 2025 |
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| Sunbelt Securities | 1.5k | $68k | 0% | Dec 2025 |
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| Royal Bank of Canada | 1.5k | $64k | 5% | Sep 2025 |
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| Creative Financial Designs | 1.3k | $56k | -2% | Dec 2025 |
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| CoreCap Advisors | 1.3k | $56k | -1% | Dec 2025 |
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| Wells Fargo & Company | 800.00 | $35k | 100% | Dec 2025 |
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| Spire Wealth Management | 599.00 | $27k | -96% | Dec 2025 |
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| Barclays | 360.00 | $16k | -59% | Dec 2025 |
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| Global Retirement Partners | 225.00 | $10k | 0% | Dec 2025 |
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| Smartleaf Asset Management | 156.00 | $6.9k | 100% | Dec 2025 |
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| Sound Income Strategies | 144.00 | $6.4k | 100% | Dec 2025 |
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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 |
|---|---|---|---|
| Armis Advisers | Jun 2025 | 338k | $14M |
| Citadel Advisors | Jun 2025 | 5.3k | $218k |
| Schulz Wealth | Sep 2025 | 5.0k | $216k |
| Ameritas Advisory Services | Sep 2025 | 3.0k | $128k |
| Advisory Services Network | Sep 2025 | 2.2k | $95k |
| UBS Group | Sep 2025 | 1.0k | $45k |
| Principal Securities | Sep 2025 | 700.00 | $30k |