LPL Financial »

First Trust Cboe Us Equity Deep Buffer shares owned by LPL Financial

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

Historical chart of LPL Financial investment in First Trust Cboe Us Equity Deep Buffer

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Cboe Us Equity Deep Buffer by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 33k 43.20
2025-06-30 $1.2M 30k 41.07
2025-03-31 $590k 15k 38.35
2024-12-31 $345k 8.8k 39.37
2024-09-30 $350k 9.0k 39.03
2024-06-30 $398k 10k 38.39
2024-03-31 $400k 11k 37.62

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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