AWM
DOCT

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

Axxcess 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
2024
Q1 		– Sell
-5,931
Closed -$216K – 884
2023
Q4 		$216K Buy
+5,931
New +$209K 0.01% 758

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Axxcess Wealth Management's DOCT Position: Q1 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q1 2024, closing a stake of 5,931 shares — an estimated $216K sold.

Axxcess Wealth Management first reported a position in DOCT in Q4 2023 and held it in 1 quarter. The position peaked at $216K in Q4 2023. 68 funds tracked by Wall St. Rank hold DOCT as of Q1 2024.

  • Axxcess Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,931 FT Vest US Equity Deep Buffer ETF October shares in Q1 2024, an estimated $216K.
  • Axxcess Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's FT Vest US Equity Deep Buffer ETF October position peaked at $216K in Q4 2023.
  • 68 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.