CW
DOCT

CreativeOne Wealth’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

CreativeOne Wealth’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
Q3 		– Sell
-27,473
Closed -$1.05M – 962
2024
Q2 		$1.05M Buy
27,473
+2,243
+9% +$85K 0.05% 314
2024
Q1 		$949K Sell
25,230
-2,443
-9% -$90.4K 0.04% 392
2023
Q4 		$1.01M Buy
+27,673
New +$975K 0.06% 254
2022
Q3 		– Sell
-41,084
Closed -$1.25M – 709
2022
Q2 		$1.25M Buy
+41,084
New +$1.29M 0.07% 224

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 $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CreativeOne Wealth's DOCT Position: Q3 2024 in Review

CreativeOne Wealth sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q3 2024, closing a stake of 27,473 shares — an estimated $1.05M sold.

CreativeOne Wealth first reported a position in DOCT in Q2 2022 and held it in 4 quarters. The position peaked at $1.25M in Q2 2022. 61 funds tracked by Wall St. Rank hold DOCT as of Q3 2024.

  • CreativeOne Wealth reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 27,473 FT Vest US Equity Deep Buffer ETF October shares in Q3 2024, an estimated $1.05M.
  • CreativeOne Wealth first reported a position in FT Vest US Equity Deep Buffer ETF October in Q2 2022 and held it in 4 quarters.
  • CreativeOne Wealth's FT Vest US Equity Deep Buffer ETF October position peaked at $1.25M in Q2 2022.
  • 61 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q3 2024.

Based on CreativeOne Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.