CFGS
DOCT

Concourse Financial Group Securities’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,141
Closed -$45.7K – 527
2024
Q4 		$45.7K Hold
1,141
– – ﹤0.01% 1256
2024
Q3 		$44.5K Hold
1,141
– – ﹤0.01% 1228
2024
Q2 		$43.8K Sell
1,141
-560
-33% -$21.2K ﹤0.01% 1232
2024
Q1 		$64K Hold
1,701
– – ﹤0.01% 1085
2023
Q4 		$61.8K Hold
1,701
– – ﹤0.01% 1062
2023
Q3 		$58.9K Hold
1,701
– – ﹤0.01% 1016
2023
Q2 		$59.4K Hold
1,701
– – ﹤0.01% 1032
2023
Q1 		$55.8K Hold
1,701
– – ﹤0.01% 1051
2022
Q4 		$53.3K Buy
+1,701
New +$53K ﹤0.01% 1046
2022
Q3 		– Sell
-476
Closed -$14.7K – 2118
2022
Q2 		$14K Buy
+476
New +$14.9K ﹤0.01% 1555

Other funds holding DOCT

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Concourse Financial Group Securities's DOCT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q1 2025, closing a stake of 1,141 shares — an estimated $45.7K sold.

Concourse Financial Group Securities first reported a position in DOCT in Q2 2022 and held it in 10 quarters. The position peaked at $64K in Q1 2024. 89 funds tracked by Wall St. Rank hold DOCT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,141 FT Vest US Equity Deep Buffer ETF October shares in Q1 2025, an estimated $45.7K.
  • Concourse Financial Group Securities first reported a position in FT Vest US Equity Deep Buffer ETF October in Q2 2022 and held it in 10 quarters.
  • Concourse Financial Group Securities's FT Vest US Equity Deep Buffer ETF October position peaked at $64K in Q1 2024.
  • 89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.