CA
DOCT

Cetera Advisors’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Cetera Advisors’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 		$1.46M Buy
38,747
+14,967
+63% +$554K 0.01% 974
2023
Q4 		$865K Buy
23,780
+7,962
+50% +$281K 0.01% 837
2023
Q3 		$547K Sell
15,818
-772
-5% -$27.1K 0.01% 1007
2023
Q2 		$579K Sell
16,590
-4,535
-21% -$152K 0.01% 976
2023
Q1 		$693K Sell
21,125
-1,705
-7% -$54.9K 0.01% 853
2022
Q4 		$715K Buy
22,830
+3,136
+16% +$97.7K 0.01% 805
2022
Q3 		$600K Buy
19,694
+4,339
+28% +$134K 0.02% 705
2022
Q2 		$465K Buy
15,355
+4,956
+48% +$155K 0.01% 878
2022
Q1 		$340K Sell
10,399
-3,982
-28% -$129K 0.01% 1051
2021
Q4 		$475K Buy
+14,381
New +$471K 0.01% 906
2021
Q1 		– Sell
-7,341
Closed -$227K – 1222
2020
Q4 		$227K Buy
+7,341
New +$223K 0.01% 934

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 $4.66B 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 $74.1B AUM 21.09% 1-Year Est. Return