Capital Asset Advisory Services’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Capital Asset Advisory Services’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
2022 Q4	–	Sell	-335	Closed	-$10K	–	386
2022 Q3	$10K	Hold	335	–	–	﹤0.01%	380
2022 Q2	$10K	Hold	335	–	–	﹤0.01%	477
2022 Q1	$11K	Hold	335	–	–	﹤0.01%	475
2021 Q4	$11K	Hold	335	–	–	﹤0.01%	504
2021 Q3	$11K	Hold	335	–	–	﹤0.01%	593
2021 Q2	$11K	Sell	335 -2,373	-88%	-$75.8K	﹤0.01%	622
2021 Q1	$86K	Hold	2,708	–	–	0.01%	477
2020 Q4	$84K	Buy	+2,708	New	+$82.2K	0.01%	497

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Envestnet Asset Management

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AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return