Oakmont Advisory Group »

First Trust Cboe Us Equity Deep Buffer shares owned by Oakmont Advisory Group

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

Historical chart of Oakmont Advisory Group 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 Oakmont Advisory Group 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 Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $88k 1.9k 46.67
2025-12-31 $523k 12k 44.29

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Series Trust State Street Spd (JNK)

View all positions for Oakmont Advisory Group

Top funds holding First Trust Cboe Us Equity Deep Buffer

Oppenheimer & Co
Ogorek Anthony Joseph
REAP Financial Group
Envestnet Asset Management
Wood Tarver Financial Group
Per Stirling Capital Management
Mutual Advisors
LCNB
Susquehanna International
Winnow Wealth
Commonwealth Equity Services
LPL Financial
Mml Investors Services
Advisor Group Holdings
Money Concepts Capital Corp

View all funds holding First Trust Cboe Us Equity Deep Buffer