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First Trust Cboe Us Equity Deep Buffer shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $509k 12k 43.20
2025-06-30 $484k 12k 41.07
2025-03-31 $452k 12k 38.35
2024-12-31 $462k 12k 39.37

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View all positions for Holistic Planning

Top funds holding First Trust Cboe Us Equity Deep Buffer

Ogorek Anthony Joseph
REAP Financial Group
Foguth Wealth Management
Wood Tarver Financial Group
Mutual Advisors
Per Stirling Capital Management
Raymond James Financial
LCNB
Sequent Planning
Commonwealth Equity Services
Advisor Group Holdings
Envestnet Asset Management
Mml Investors Services
Kestra Advisory Services
Founders Financial Securities

View all funds holding First Trust Cboe Us Equity Deep Buffer