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

Cascadia 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
2021 Q3	–	Sell	-71,726	Closed	-$2.31M	–	250
2021 Q2	$2.31M	Buy	+71,726	New	+$2.29M	0.5%	73

Other funds holding DOCT

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cascadia Advisory Services's DOCT Position: Q3 2021 in Review

Cascadia Advisory Services sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q3 2021, closing a stake of 71,726 shares — an estimated $2.31M sold.

Cascadia Advisory Services first reported a position in DOCT in Q2 2021 and held it in 1 quarter. The position peaked at $2.31M in Q2 2021. 17 funds tracked by Wall St. Rank hold DOCT as of Q3 2021.

Cascadia Advisory Services reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q3 2021 after selling out during the quarter.
Cascadia Advisory Services sold 71,726 FT Vest US Equity Deep Buffer ETF October shares in Q3 2021, an estimated $2.31M.
Cascadia Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF October in Q2 2021 and held it in 1 quarter.
Cascadia Advisory Services's FT Vest US Equity Deep Buffer ETF October position peaked at $2.31M in Q2 2021.
17 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.