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 | 388k | $19M | -3% | Sep 2026 |
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| Ogorek Anthony Joseph | 284k | $13M | -1% | Jun 2026 |
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| REAP Financial Group | 215k | $10M | -2% | Jun 2026 |
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| Envestnet Asset Management | 211k | $9.9M | 41% | Jun 2026 |
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| Wood Tarver Financial Group | 177k | $8.3M | -26% | Jun 2026 |
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| Per Stirling Capital Management | 143k | $6.7M | 5% | Jun 2026 |
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| Mutual Advisors | 139k | $6.5M | -4% | Jun 2026 |
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| LCNB | 122k | $5.7M | -4% | Jun 2026 |
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| Susquehanna International | 116k | $5.4M | 100% | Jun 2026 |
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| Commonwealth Equity Services | 105k | $4.9M | -4% | Jun 2026 |
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| LPL Financial | 98k | $4.6M | 91% | Jun 2026 |
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| Mml Investors Services | 96k | $4.5M | 11% | Jun 2026 |
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| Advisor Group Holdings | 96k | $4.5M | -22% | Jun 2026 |
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| Winnow Wealth | 96k | $4.6M | -12% | Sep 2026 |
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| Founders Financial Securities | 93k | $4.5M | 11% | Sep 2026 |
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| Money Concepts Capital Corp | 90k | $4.2M | 3% | Jun 2026 |
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| Cetera Investment Advisers | 88k | $4.1M | 12% | Jun 2026 |
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| Foguth Wealth Management | 87k | $4.2M | -4% | Sep 2026 |
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| Kestra Advisory Services | 70k | $3.2M | -11% | Jun 2026 |
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| Branch Banking & Trust Company | 66k | $3.1M | -9% | Jun 2026 |
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| Harbour Investments | 64k | $3.0M | -8% | Jun 2026 |
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| Raymond James Financial | 55k | $2.6M | -41% | Jun 2026 |
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| NewEdge Wealth | 52k | $2.4M | 0% | Jun 2026 |
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| Commonwealth Financial Services | 47k | $2.2M | 0% | Sep 2026 |
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| SNS Financial | 46k | $2.2M | 100% | Jun 2026 |
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| IFP Advisors | 40k | $1.9M | -6% | Sep 2026 |
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| SMART Wealth | 39k | $1.8M | 20% | Jun 2026 |
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| We Are One Seven | 37k | $1.8M | 0% | Sep 2026 |
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| Intl Fcstone | 34k | $1.6M | 2% | Jun 2026 |
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| Castleview Partners | 32k | $1.6M | 0% | Sep 2026 |
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| Brookstone Capital Management | 32k | $1.5M | 0% | Sep 2026 |
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| Wiley Bros.-aintree Capital | 28k | $1.3M | 0% | Jun 2026 |
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| Harvest Investment Services | 27k | $1.3M | 0% | Jun 2026 |
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| Sequent Planning | 26k | $1.2M | -78% | Jun 2026 |
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| Kovack Advisors | 26k | $1.2M | -3% | Jun 2026 |
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| McKinley Carter Wealth Services | 24k | $1.2M | 0% | Sep 2026 |
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| 1st Source Bank | 24k | $1.1M | -27% | Jun 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 23k | $1.1M | -55% | Jun 2026 |
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| Ignite Planners | 21k | $1.0M | 0% | Sep 2026 |
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| Icon Wealth Advisors | 21k | $963k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 20k | $935k | 100% | Jun 2026 |
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| Tounjian Advisory Partners | 18k | $838k | 100% | Jun 2026 |
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| Beacon Financial | 18k | $845k | 0% | Sep 2026 |
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| Integrity Financial Corp | 17k | $812k | -11% | Jun 2026 |
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| IHT Wealth Management | 17k | $809k | 0% | Jun 2026 |
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| Madrona Financial Services | 17k | $828k | 0% | Sep 2026 |
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| First Heartland Consultants | 16k | $779k | -2% | Sep 2026 |
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| Evolution Wealth Management | 16k | $747k | -2% | Sep 2026 |
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| Spectrum Asset Management | 16k | $743k | 0% | Sep 2026 |
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| WealthTrust Asset Management | 15k | $711k | -2% | Sep 2026 |
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| Cambridge Investment Research Advisors | 14k | $656k | -3% | Jun 2026 |
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| Sanctuary Advisors | 14k | $631k | 0% | Jun 2026 |
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| Holistic Planning | 13k | $613k | 0% | Jun 2026 |
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| RFG Advisory | 13k | $612k | 9% | Jun 2026 |
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| LifeWealth Investments | 13k | $602k | -30% | Sep 2026 |
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| Acorn Financial Advisory Services | 12k | $579k | -37% | Jun 2026 |
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| Tanglewood Legacy Advisors | 12k | $572k | -1% | Jun 2026 |
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| Kestra Private Wealth Services | 12k | $561k | 0% | Jun 2026 |
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| Buck Wealth Strategies | 12k | $561k | 0% | Sep 2026 |
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| Prime Capital Investment Advisors | 11k | $539k | 0% | Sep 2026 |
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| Capasso Planning Partners | 11k | $522k | 0% | Jun 2026 |
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| Action Point Financial Planning | 10k | $483k | 100% | Jun 2026 |
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| Level Four Advisory Services | 10k | $480k | 0% | Jun 2026 |
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| Signal Advisors Wealth | 10k | $492k | -4% | Sep 2026 |
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| Keystone Wealth Services | 9.9k | $464k | -2% | Jun 2026 |
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| 1776 Wealth | 8.9k | $416k | -16% | Jun 2026 |
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| Marshall Financial Group | 8.8k | $411k | 0% | Jun 2026 |
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| AlphaStar Capital Management | 6.8k | $325k | 0% | Sep 2026 |
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| Hartland & Co | 6.8k | $316k | 0% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 6.5k | $312k | 0% | Sep 2026 |
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| Farther Finance Advisors | 6.3k | $302k | -10% | Sep 2026 |
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| Ameritas Advisory Services | 5.7k | $267k | 100% | Jun 2026 |
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| Jim Saulnier & Associates | 5.5k | $259k | 0% | Jun 2026 |
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| Arkadios Wealth Advisors | 5.4k | $253k | 0% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 5.3k | $255k | 100% | Sep 2026 |
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| Prosperity Consulting Group | 5.3k | $247k | -1% | Jun 2026 |
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| Sage Capital Advisors | 5.0k | $239k | -8% | Sep 2026 |
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| Simplicity Wealth | 4.9k | $238k | 0% | Sep 2026 |
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| Nova Wealth Management | 4.7k | $221k | -1% | Jun 2026 |
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| Savvy Advisors | 4.5k | $211k | 100% | Jun 2026 |
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| Advyzon Investment Management | 4.5k | $210k | 100% | Jun 2026 |
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| Clear Creek Financial Management | 4.3k | $207k | -15% | Sep 2026 |
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| Barclays | 4.2k | $196k | -2% | Jun 2026 |
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| Capital Investment Advisory Services | 3.9k | $183k | 0% | Jun 2026 |
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| Geneos Wealth Management | 3.8k | $179k | -1% | Jun 2026 |
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| Silver Oak Securities | 3.6k | $167k | 100% | Jun 2026 |
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| Blue Bell Private Wealth Management | 3.4k | $159k | -2% | Jun 2026 |
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| Larson Financial Group | 3.0k | $142k | 0% | Jun 2026 |
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| Nbc Securities | 2.9k | $139k | 0% | Sep 2026 |
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| Centaurus Financial | 2.9k | $133k | 100% | Jun 2026 |
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| Rockefeller Capital Management | 2.8k | $129k | -35% | Jun 2026 |
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| SOA Wealth Advisors | 2.6k | $123k | 0% | Jun 2026 |
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| Ashton Thomas Private Wealth | 2.5k | $117k | 0% | Jun 2026 |
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| AE Wealth Management | 2.2k | $101k | 8% | Jun 2026 |
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| Capital Analysts | 1.9k | $91k | 0% | Jun 2026 |
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| Oakmont Advisory Group | 1.9k | $88k | 100% | Jun 2026 |
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| MTM Investment Management | 1.7k | $80k | -20% | Jun 2026 |
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| DHJJ Financial Advisors | 1.4k | $65k | 0% | Sep 2026 |
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| Creative Financial Designs | 1.3k | $59k | 0% | Jun 2026 |
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| CoreCap Advisors | 1.1k | $52k | -10% | Sep 2026 |
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| Spire Wealth Management | 389.00 | $18k | -35% | Jun 2026 |
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| Global Retirement Partners | 225.00 | $11k | 100% | Jun 2026 |
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| Benson Wealth Management | 205.00 | $9.6k | 0% | Jun 2026 |
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| Smartleaf Asset Management | 156.00 | $7.3k | 0% | Jun 2026 |
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| Royal Bank of Canada | 105.00 | $5.0k | 250% | Jun 2026 |
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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 |
|---|---|---|---|
| Advance Capital Management | Mar 2026 | 30k | $1.3M |
| Citadel Advisors | Mar 2026 | 14k | $595k |
| Old Mission Capital | Mar 2026 | 13k | $566k |
| Santori & Peters | Jun 2026 | 8.3k | $386k |
| Envestnet Portfolio Solutions | Mar 2026 | 7.9k | $343k |
| Arbor Capital Management | Jun 2026 | 6.1k | $286k |
| CLS Investments | Mar 2026 | 4.9k | $215k |
| Cottage Street Advisors | Mar 2026 | 4.8k | $210k |
| Balentine | Mar 2026 | 3.4k | $148k |
| Advisory Services Network | Mar 2026 | 2.2k | $96k |
| Twin Peaks Wealth Advisors | Mar 2026 | 1.6k | $71k |
| Jones Financial Companies, L.L | Mar 2026 | 1.5k | $64k |
| Northwestern Mutual Wealth Management Company | Mar 2026 | 1.4k | $60k |
| Merkkuri Wealth Advisors | Mar 2026 | 147.00 | $6.4k |