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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 304k | $13M | -1% | Sep 2025 |
|
| REAP Financial Group | 302k | $13M | -6% | Sep 2025 |
|
| Foguth Wealth Management | 288k | $12M | 51% | Jun 2025 |
|
| Wood Tarver Financial Group | 273k | $12M | -14% | Sep 2025 |
|
| Mutual Advisors | 150k | $6.6M | 1% | Sep 2025 |
|
| Per Stirling Capital Management | 138k | $5.9M | 1% | Sep 2025 |
|
| Raymond James Financial | 127k | $5.5M | -49% | Sep 2025 |
|
| LCNB | 124k | $5.4M | 8% | Sep 2025 |
|
| Sequent Planning | 122k | $5.3M | -2% | Sep 2025 |
|
| Commonwealth Equity Services | 113k | $4.9M | -64% | Sep 2025 |
|
| Advisor Group Holdings | 105k | $4.5M | -8% | Sep 2025 |
|
| Envestnet Asset Management | 78k | $3.4M | 9% | Sep 2025 |
|
| Mml Investors Services | 74k | $3.2M | 0% | Sep 2025 |
|
| Kestra Advisory Services | 65k | $2.8M | -1% | Sep 2025 |
|
| Founders Financial Securities | 57k | $2.5M | 42% | Sep 2025 |
|
| Cetera Investment Advisers | 53k | $2.3M | 3% | Sep 2025 |
|
| NewEdge Wealth | 52k | $2.3M | -5% | Sep 2025 |
|
| Branch Banking & Trust Company | 50k | $2.2M | 1% | Sep 2025 |
|
| Commonwealth Financial Services | 50k | $2.2M | 1% | Sep 2025 |
|
| Harbour Investments | 44k | $1.9M | 5% | Sep 2025 |
|
| Old Mission Capital | 35k | $1.5M | 99% | Sep 2025 |
|
| Advance Capital Management | 34k | $1.5M | -95% | Sep 2025 |
|
| Intl Fcstone | 34k | $1.5M | 27% | Sep 2025 |
|
| LPL Financial | 33k | $1.4M | 12% | Sep 2025 |
|
| SMART Wealth | 32k | $1.4M | -6% | Sep 2025 |
|
| Harvest Investment Services | 30k | $1.3M | -6% | Sep 2025 |
|
| CWM | 30k | $1.3M | -3% | Sep 2025 |
|
| Brookstone Capital Management | 30k | $1.3M | 0% | Sep 2025 |
|
| Castleview Partners | 30k | $1.3M | 0% | Sep 2025 |
|
| McKinley Carter Wealth Services | 24k | $1.1M | 0% | Sep 2025 |
|
| Ignite Planners | 23k | $971k | -1% | Sep 2025 |
|
| Icon Wealth Advisors | 21k | $894k | 0% | Sep 2025 |
|
| Oppenheimer & Co | 20k | $864k | 0% | Sep 2025 |
|
| Beacon Financial | 18k | $760k | -15% | Sep 2025 |
|
| LifeWealth Investments | 18k | $759k | 0% | Sep 2025 |
|
| Integrity Financial Corp | 16k | $691k | 0% | Sep 2025 |
|
| Evolution Wealth Management | 16k | $690k | 0% | Sep 2025 |
|
| Kestra Private Wealth Services | 15k | $653k | -18% | Sep 2025 |
|
| Spire Wealth Management | 15k | $641k | -14% | Sep 2025 |
|
| We Are One Seven | 14k | $583k | -16% | Sep 2025 |
|
| WealthTrust Asset Management | 13k | $551k | 0% | Sep 2025 |
|
| Buck Wealth Strategies | 12k | $529k | 0% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 12k | $511k | -69% | Sep 2025 |
|
| IFP Advisors | 12k | $511k | 1% | Sep 2025 |
|
| RFG Advisory | 12k | $511k | -2% | Sep 2025 |
|
| Holistic Planning | 12k | $509k | 0% | Sep 2025 |
|
| Signal Advisors Wealth | 12k | $508k | -96% | Sep 2025 |
|
| 1776 Wealth | 11k | $461k | 0% | Sep 2025 |
|
| Clear Creek Financial Management | 11k | $454k | -48% | Sep 2025 |
|
| Arbor Capital Management | 9.8k | $424k | 0% | Sep 2025 |
|
| Susquehanna International | 9.1k | $395k | 100% | Sep 2025 |
|
| Marshall Financial Group | 8.8k | $381k | 0% | Sep 2025 |
|
| Hickory Asset Management | 7.8k | $320k | -6% | Jun 2025 |
|
| Farther Finance Advisors | 7.6k | $327k | -47% | Sep 2025 |
|
| Tanglewood Legacy Advisors | 7.5k | $325k | 0% | Sep 2025 |
|
| Keystone Wealth Services | 7.3k | $317k | 0% | Sep 2025 |
|
| Kovack Advisors | 6.5k | $283k | 0% | Sep 2025 |
|
| CLS Investments | 6.4k | $278k | -6% | Sep 2025 |
|
| Prosperity Consulting Group | 6.3k | $272k | -22% | Sep 2025 |
|
| Advyzon Investment Management | 5.9k | $255k | -9% | Sep 2025 |
|
| Arkadios Wealth Advisors | 5.4k | $234k | 0% | Sep 2025 |
|
| Envestnet Portfolio Solutions | 5.4k | $232k | -11% | Sep 2025 |
|
| SOA Wealth Advisors | 5.4k | $232k | 0% | Sep 2025 |
|
| Spectrum Asset Management | 5.1k | $220k | 0% | Sep 2025 |
|
| Schulz Wealth | 5.0k | $216k | 0% | Sep 2025 |
|
| Nova Wealth Management | 5.0k | $214k | -22% | Sep 2025 |
|
| Simplicity Wealth | 4.8k | $209k | -51% | Sep 2025 |
|
| Rockefeller Capital Management | 4.7k | $202k | 100% | Sep 2025 |
|
| Blue Bell Private Wealth Management | 4.6k | $200k | -4% | Sep 2025 |
|
| Balentine | 3.9k | $167k | 100% | Sep 2025 |
|
| Geneos Wealth Management | 3.8k | $166k | 0% | Sep 2025 |
|
| Nbc Securities | 3.2k | $139k | -20% | Sep 2025 |
|
| Larson Financial Group | 3.0k | $131k | 0% | Sep 2025 |
|
| Ameritas Advisory Services | 3.0k | $128k | -5% | Sep 2025 |
|
| Winnow Wealth | 2.5k | $111k | -98% | Sep 2025 |
|
| Capital Investment Advisory Services | 2.5k | $106k | -16% | Sep 2025 |
|
| Advisory Services Network | 2.2k | $95k | 100% | Sep 2025 |
|
| MTM Investment Management | 2.1k | $92k | 0% | Sep 2025 |
|
| AE Wealth Management | 2.0k | $87k | -37% | Sep 2025 |
|
| Capital Analysts | 1.9k | $84k | 0% | Sep 2025 |
|
| DHJJ Financial Advisors | 1.6k | $70k | 0% | Sep 2025 |
|
| Sunbelt Securities | 1.5k | $66k | 0% | Sep 2025 |
|
| Royal Bank of Canada | 1.5k | $64k | 5% | Sep 2025 |
|
| Creative Financial Designs | 1.3k | $56k | 0% | Sep 2025 |
|
| CoreCap Advisors | 1.3k | $55k | 0% | Sep 2025 |
|
| UBS Group | 1.0k | $45k | 100% | Sep 2025 |
|
| Barclays | 871.00 | $38k | -83% | Sep 2025 |
|
| Principal Securities | 700.00 | $30k | 0% | Sep 2025 |
|
| Global Retirement Partners | 225.00 | $9.7k | 100% | Sep 2025 |
|
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 |
| Tounjian Advisory Partners | Jun 2025 | 41k | $1.6M |
| 1st Source Bank | Jun 2025 | 22k | $910k |
| Jpmorgan Chase & Co | Mar 2025 | 15k | $584k |
| Jane Street | Jun 2025 | 7.0k | $289k |
| Wealth Enhancement Advisory Services | Jun 2025 | 5.7k | $234k |
| Citadel Advisors | Jun 2025 | 5.3k | $218k |
| Armbruster Capital Management | Jun 2025 | 5.0k | $205k |
| Twin Peaks Wealth Advisors | Jun 2025 | 1.6k | $69k |