AI
DOCT

Atria Investments’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Atria Investments’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
2024
Q3 		– Sell
-11,310
Closed -$434K – 1932
2024
Q2 		$434K Buy
+11,310
New +$429K 0.01% 1377
2021
Q3 		– Sell
-72,814
Closed -$2.35M – 793
2021
Q2 		$2.35M Buy
+72,814
New +$2.32M 0.05% 442

Other funds holding DOCT

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Atria Investments's DOCT Position: Q3 2024 in Review

Atria Investments sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q3 2024, closing a stake of 11,310 shares — an estimated $434K sold.

Atria Investments first reported a position in DOCT in Q2 2021 and held it in 2 quarters. The position peaked at $2.35M in Q2 2021. 61 funds tracked by Wall St. Rank hold DOCT as of Q3 2024.

  • Atria Investments reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 11,310 FT Vest US Equity Deep Buffer ETF October shares in Q3 2024, an estimated $434K.
  • Atria Investments first reported a position in FT Vest US Equity Deep Buffer ETF October in Q2 2021 and held it in 2 quarters.
  • Atria Investments's FT Vest US Equity Deep Buffer ETF October position peaked at $2.35M in Q2 2021.
  • 61 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.