AWM
DOCT

Accurate Wealth Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Accurate Wealth Management’s Portfolio DOCT Stock Details DOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$3.17K – 553
2022
Q4 		$3.17K Buy
+100
New +$3.12K ﹤0.01% 1104

Other funds holding DOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Accurate Wealth Management's DOCT Position: Q1 2023 in Review

Accurate Wealth Management sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q1 2023, closing a stake of 100 shares — an estimated $3.17K sold.

Accurate Wealth Management first reported a position in DOCT in Q4 2022 and held it in 1 quarter. The position peaked at $3.17K in Q4 2022. 53 funds tracked by Wall St. Rank hold DOCT as of Q1 2023.

  • Accurate Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 100 FT Vest US Equity Deep Buffer ETF October shares in Q1 2023, an estimated $3.17K.
  • Accurate Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's FT Vest US Equity Deep Buffer ETF October position peaked at $3.17K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.