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Belpointe Asset Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-41
Closed -$1.35K – 1279
2023
Q1 		$1.35K Sell
41
-5
-11% -$161 ﹤0.01% 3411
2022
Q4 		$1.44K Buy
+46
New +$1.43K ﹤0.01% 3356

Other funds holding DOCT

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 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Belpointe Asset Management's DOCT Position: Q2 2023 in Review

Belpointe Asset Management sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q2 2023, closing a stake of 41 shares — an estimated $1.35K sold.

Belpointe Asset Management first reported a position in DOCT in Q4 2022 and held it in 2 quarters. The position peaked at $1.44K in Q4 2022. 52 funds tracked by Wall St. Rank hold DOCT as of Q2 2023.

  • Belpointe Asset Management reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 41 FT Vest US Equity Deep Buffer ETF October shares in Q2 2023, an estimated $1.35K.
  • Belpointe Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's FT Vest US Equity Deep Buffer ETF October position peaked at $1.44K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.