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First Trust Cboe Us Equity Deep Buffer shares owned by Change Path

Quarter-by-quarter ownership of First Trust Cboe Us Equity Deep Buffer (DOCT) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in First Trust Cboe Us Equity Deep Buffer

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All positions including First Trust Cboe Us Equity Deep Buffer held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Cboe Us Equity Deep Buffer by Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 28k 36.35
2023-06-30 $1.2M 41k 30.31
2022-06-30 $1.2M 41k 30.30

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
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Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U S Equity Factr (LRGF)

View all positions for Change Path

Top funds holding First Trust Cboe Us Equity Deep Buffer

Mutual Advisors
Harbour Investments
Advisor Group Holdings
Commonwealth Equity Services
Branch Banking & Trust Company
AE Wealth Management
NewEdge Wealth
Beacon Financial
Kestra Advisory Services
Brookstone Capital Management
Change Path
McKinley Carter Wealth Services
Icon Wealth Advisors
Spire Wealth Management
Raymond James Financial Services Advisors

View all funds holding First Trust Cboe Us Equity Deep Buffer