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First Trust Advisors’s
Doximity
DOCS
Stock Holding History
First Trust Advisors’s Portfolio
DOCS Stock Details
DOCS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$579K
Sell
24,841
-308,124
-93%
-$9.6M
﹤0.01%
2319
2025
Q4
$14.7M
Sell
332,965
-127,997
-28%
-$7.19M
0.01%
959
2025
Q3
$33.7M
Sell
460,962
-135,290
-23%
-$8.82M
0.03%
730
2025
Q2
$36.6M
Sell
596,252
-136,434
-19%
-$7.61M
0.03%
697
2025
Q1
$42.5M
Sell
732,686
-111,814
-13%
-$7.06M
0.04%
610
2024
Q4
$45.1M
Buy
844,500
+308,870
+58%
+$15.1M
0.04%
568
2024
Q3
$23.3M
Buy
535,630
+255,000
+91%
+$8.5M
0.02%
752
2024
Q2
$7.85M
Buy
280,630
+81,030
+41%
+$2.14M
0.01%
1097
2024
Q1
$5.37M
Sell
199,600
-266,011
-57%
-$7.58M
0.01%
1254
2023
Q4
$13.1M
Buy
465,611
+281,999
+154%
+$6.66M
0.01%
911
2023
Q3
$3.9M
Sell
183,612
-6,720
-4%
-$183K
﹤0.01%
1361
2023
Q2
$6.48M
Sell
190,332
-30,548
-14%
-$1.02M
0.01%
1137
2023
Q1
$7.15M
Buy
220,880
+37,468
+20%
+$1.24M
0.01%
1073
2022
Q4
$6.16M
Sell
183,412
-14,474
-7%
-$442K
0.01%
1108
2022
Q3
$5.98M
Buy
197,886
+149,487
+309%
+$5.48M
0.01%
1117
2022
Q2
$1.69M
Sell
48,399
-50,112
-51%
-$1.97M
﹤0.01%
1785
2022
Q1
$5.13M
Buy
+98,511
New
+$4.96M
0.01%
1308
Other funds holding DOCS
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
CG
Carmignac Gestion
Paris, France
$6.51B AUM
19.13%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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