FMII
DOCT

Farmers & Merchants Investments Inc’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Farmers & Merchants Investments Inc’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
2023
Q3 		– Sell
-296
Closed -$10.3K – 1769
2023
Q2 		$10.3K Buy
+296
New +$9.94K ﹤0.01% 631

Other funds holding DOCT

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Farmers & Merchants Investments Inc's DOCT Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q3 2023, closing a stake of 296 shares — an estimated $10.3K sold.

Farmers & Merchants Investments Inc first reported a position in DOCT in Q2 2023 and held it in 1 quarter. The position peaked at $10.3K in Q2 2023. 51 funds tracked by Wall St. Rank hold DOCT as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 296 FT Vest US Equity Deep Buffer ETF October shares in Q3 2023, an estimated $10.3K.
  • Farmers & Merchants Investments Inc first reported a position in FT Vest US Equity Deep Buffer ETF October in Q2 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's FT Vest US Equity Deep Buffer ETF October position peaked at $10.3K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.