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 | 398k | $17M | 0% | Mar 2026 |
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| Ogorek Anthony Joseph | 286k | $12M | -5% | Mar 2026 |
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| Wood Tarver Financial Group | 239k | $10M | -8% | Mar 2026 |
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| REAP Financial Group | 221k | $9.6M | -16% | Mar 2026 |
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| Advisor Group Holdings | 156k | $6.9M | 49% | Dec 2025 |
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| Envestnet Asset Management | 150k | $6.5M | 31% | Mar 2026 |
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| Mutual Advisors | 144k | $6.3M | -2% | Mar 2026 |
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| Per Stirling Capital Management | 136k | $5.9M | 2% | Mar 2026 |
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| Raymond James Financial | 136k | $6.0M | 6% | Dec 2025 |
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| LCNB | 127k | $5.5M | 2% | Mar 2026 |
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| Sequent Planning | 117k | $5.1M | -4% | Mar 2026 |
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| Winnow Wealth | 113k | $4.9M | -7% | Mar 2026 |
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| Commonwealth Equity Services | 110k | $4.8M | -3% | Mar 2026 |
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| Foguth Wealth Management | 91k | $4.3M | -22% | Mar 2026 |
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| Money Concepts Capital Corp | 88k | $3.8M | 651% | Mar 2026 |
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| Mml Investors Services | 87k | $3.8M | 1% | Mar 2026 |
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| Cetera Investment Advisers | 79k | $3.4M | 15% | Mar 2026 |
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| Kestra Advisory Services | 78k | $3.4M | -9% | Mar 2026 |
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| Founders Financial Securities | 74k | $3.3M | 19% | Mar 2026 |
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| Branch Banking & Trust Company | 73k | $3.2M | 14% | Mar 2026 |
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| CWM | 71k | $3.1M | 135% | Dec 2025 |
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| Harbour Investments | 69k | $3.0M | 40% | Mar 2026 |
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| Commonwealth Financial Services | 53k | $2.3M | 6% | Mar 2026 |
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| NewEdge Wealth | 52k | $2.3M | 0% | Mar 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 51k | $2.2M | -1% | Mar 2026 |
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| LPL Financial | 51k | $2.2M | 0% | Mar 2026 |
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| IFP Advisors | 45k | $2.0M | 10% | Mar 2026 |
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| We Are One Seven | 37k | $1.6M | 172% | Dec 2025 |
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| 1st Source Bank | 34k | $1.5M | 0% | Mar 2026 |
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| Intl Fcstone | 33k | $1.4M | -11% | Mar 2026 |
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| Castleview Partners | 33k | $1.4M | -1% | Mar 2026 |
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| SMART Wealth | 32k | $1.4M | 10% | Mar 2026 |
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| Brookstone Capital Management | 32k | $1.4M | 0% | Mar 2026 |
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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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| Advance Capital Management | 30k | $1.3M | -11% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 28k | $1.2M | 100% | Dec 2025 |
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| Kovack Advisors | 27k | $1.2M | 0% | Mar 2026 |
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| McKinley Carter Wealth Services | 24k | $1.1M | 0% | Mar 2026 |
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| Ignite Planners | 21k | $905k | -2% | Mar 2026 |
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| Icon Wealth Advisors | 21k | $938k | 0% | Mar 2026 |
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| Integrity Financial Corp | 20k | $889k | 25% | Dec 2025 |
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| Acorn Financial Advisory Services | 20k | $849k | -11% | Mar 2026 |
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| LifeWealth Investments | 18k | $794k | -1% | Mar 2026 |
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| Beacon Financial | 18k | $764k | 0% | Mar 2026 |
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| IHT Wealth Management | 17k | $768k | 100% | Dec 2025 |
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| Madrona Financial Services | 17k | $749k | 0% | Mar 2026 |
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| First Heartland Consultants | 17k | $719k | 0% | Mar 2026 |
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| Evolution Wealth Management | 16k | $694k | 0% | Mar 2026 |
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| Spectrum Asset Management | 16k | $671k | 0% | Mar 2026 |
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| WealthTrust Asset Management | 15k | $659k | 19% | Mar 2026 |
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| Cambridge Investment Research Advisors | 15k | $632k | -2% | Mar 2026 |
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| Citadel Advisors | 14k | $595k | 100% | Mar 2026 |
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| Sanctuary Advisors | 14k | $587k | 0% | Mar 2026 |
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| Holistic Planning | 13k | $571k | -6% | Mar 2026 |
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| Susquehanna International | 13k | $553k | 37% | Dec 2025 |
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| Tanglewood Legacy Advisors | 12k | $540k | 0% | Mar 2026 |
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| Prime Capital Investment Advisors | 12k | $534k | 45% | Mar 2026 |
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| RFG Advisory | 12k | $524k | 2% | Mar 2026 |
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| Kestra Private Wealth Services | 12k | $522k | -21% | Mar 2026 |
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| Buck Wealth Strategies | 12k | $508k | 0% | Mar 2026 |
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| Capasso Planning Partners | 11k | $486k | -2% | Mar 2026 |
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| Signal Advisors Wealth | 11k | $475k | -3% | Mar 2026 |
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| 1776 Wealth | 11k | $463k | 0% | Mar 2026 |
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| Level Four Advisory Services | 10k | $456k | 100% | Dec 2025 |
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| Keystone Wealth Services | 10k | $438k | -86% | Mar 2026 |
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| Marshall Financial Group | 8.8k | $382k | 0% | Mar 2026 |
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| Santori & Peters | 8.3k | $359k | 0% | Mar 2026 |
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| Arbor Capital Management | 8.2k | $360k | -8% | Mar 2026 |
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| Envestnet Portfolio Solutions | 7.9k | $343k | -2% | Mar 2026 |
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| Apollon Wealth Management | 6.8k | $294k | 0% | Mar 2026 |
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| AlphaStar Capital Management | 6.8k | $294k | 0% | Mar 2026 |
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| Hartland & Co | 6.8k | $294k | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 6.5k | $282k | 0% | Mar 2026 |
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| Clear Creek Financial Management | 6.1k | $263k | -39% | Mar 2026 |
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| Jim Saulnier & Associates | 5.5k | $241k | 0% | Mar 2026 |
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| Sage Capital Advisors | 5.5k | $237k | 0% | Mar 2026 |
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| Arkadios Wealth Advisors | 5.4k | $236k | 0% | Mar 2026 |
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| Prosperity Consulting Group | 5.4k | $233k | -1% | Mar 2026 |
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| Legacy Capital Wealth Partners | 5.2k | $230k | 100% | Dec 2025 |
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| Simplicity Wealth | 4.9k | $215k | 2% | Mar 2026 |
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| CLS Investments | 4.9k | $215k | -20% | Mar 2026 |
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| Cottage Street Advisors | 4.8k | $210k | 0% | Mar 2026 |
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| Nova Wealth Management | 4.8k | $207k | -2% | Mar 2026 |
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| Farther Finance Advisors | 4.6k | $202k | -11% | Mar 2026 |
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| Rockefeller Capital Management | 4.2k | $184k | -9% | Mar 2026 |
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| Capital Investment Advisory Services | 3.9k | $170k | 0% | Mar 2026 |
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| Geneos Wealth Management | 3.9k | $168k | 1% | Mar 2026 |
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| Blue Bell Private Wealth Management | 3.5k | $150k | -17% | Mar 2026 |
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| Balentine | 3.4k | $148k | -12% | Mar 2026 |
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| Nbc Securities | 3.1k | $135k | -5% | Mar 2026 |
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| Larson Financial Group | 3.0k | $135k | 0% | Dec 2025 |
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| SOA Wealth Advisors | 2.6k | $115k | -51% | Mar 2026 |
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| Ashton Thomas Private Wealth | 2.5k | $109k | 100% | Mar 2026 |
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| MTM Investment Management | 2.1k | $92k | 0% | Mar 2026 |
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| AE Wealth Management | 2.0k | $87k | 0% | Mar 2026 |
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| Capital Analysts | 1.9k | $84k | 0% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 1.6k | $71k | 100% | Mar 2026 |
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| DHJJ Financial Advisors | 1.6k | $70k | 0% | Mar 2026 |
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| Sunbelt Securities | 1.5k | $66k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.4k | $60k | 100% | Mar 2026 |
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| Creative Financial Designs | 1.3k | $55k | 0% | Mar 2026 |
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| CoreCap Advisors | 1.3k | $54k | -1% | Mar 2026 |
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| Spire Wealth Management | 599.00 | $26k | 0% | Mar 2026 |
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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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| Benson Wealth Management | 205.00 | $8.9k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 156.00 | $6.7k | 0% | Mar 2026 |
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| Merkkuri Wealth Advisors | 147.00 | $6.4k | 100% | Mar 2026 |
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| Sound Income Strategies | 144.00 | $6.3k | 0% | Mar 2026 |
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| Royal Bank of Canada | 30.00 | $999.999000 | -98% | Mar 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 |
|---|---|---|---|
| Oakmont Advisory Group | Dec 2025 | 12k | $523k |
| Cascade Investment Group | Dec 2025 | 5.7k | $252k |
| Advyzon Investment Management | Dec 2025 | 5.6k | $249k |
| Schulz Wealth | Sep 2025 | 5.0k | $216k |
| Crux Wealth Advisors | Dec 2025 | 4.6k | $202k |
| Centaurus Financial | Dec 2025 | 2.3k | $103k |
| Advisory Services Network | Sep 2025 | 2.2k | $95k |
| Wells Fargo & Company | Dec 2025 | 800.00 | $35k |