AWM
DOCT

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

Avior 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
Q4 		– Sell
-4,108
Closed -$142K – 1558
2023
Q3 		$142K Hold
4,108
– – 0.01% 579
2023
Q2 		$143K Hold
4,108
– – 0.01% 581
2023
Q1 		$135K Buy
+4,108
New +$132K 0.01% 588

Other funds holding DOCT

RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Avior Wealth Management's DOCT Position: Q4 2023 in Review

Avior Wealth Management sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q4 2023, closing a stake of 4,108 shares — an estimated $142K sold.

Avior Wealth Management first reported a position in DOCT in Q1 2023 and held it in 3 quarters. The position peaked at $143K in Q2 2023. 64 funds tracked by Wall St. Rank hold DOCT as of Q4 2023.

  • Avior Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 4,108 FT Vest US Equity Deep Buffer ETF October shares in Q4 2023, an estimated $142K.
  • Avior Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's FT Vest US Equity Deep Buffer ETF October position peaked at $143K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.