Simplicity Wealth »

First Trust Cboe Us Equity Deep Buffer shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 4.8k 43.20
2025-06-30 $402k 9.8k 41.07

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity Wealth

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