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

Copley Financial Group’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
Q4 		– Sell
-3,209
Closed -$125K – 134
2024
Q3 		$125K Buy
+3,209
New +$124K 0.11% 99

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AA
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RFG
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ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Osaic Holdings
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Copley Financial Group's DOCT Position: Q4 2024 in Review

Copley Financial Group sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q4 2024, closing a stake of 3,209 shares — an estimated $125K sold.

Copley Financial Group first reported a position in DOCT in Q3 2024 and held it in 1 quarter. The position peaked at $125K in Q3 2024. 89 funds tracked by Wall St. Rank hold DOCT as of Q4 2024.

  • Copley Financial Group reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q4 2024 after selling out during the quarter.
  • Copley Financial Group sold 3,209 FT Vest US Equity Deep Buffer ETF October shares in Q4 2024, an estimated $125K.
  • Copley Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF October in Q3 2024 and held it in 1 quarter.
  • Copley Financial Group's FT Vest US Equity Deep Buffer ETF October position peaked at $125K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.