FSB Premier Wealth Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

FSB Premier Wealth Management’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 Q2	–	Sell	-6,293	Closed	-$237K	–	187
2024 Q1	$237K	Hold	6,293	–	–	0.11%	158
2023 Q4	$229K	Hold	6,293	–	–	0.11%	156
2023 Q3	$218K	Sell	6,293 -988	-14%	-$34.7K	0.12%	147
2023 Q2	$254K	Sell	7,281 -3,497	-32%	-$117K	0.14%	129
2023 Q1	$354K	Hold	10,778	–	–	0.2%	100
2022 Q4	$337K	Buy	+10,778	New	+$336K	0.18%	106
2022 Q1	–	Sell	-4,531	Closed	-$149K	–	237
2021 Q4	$149K	Buy	+4,531	New	+$148K	0.06%	145

Other funds holding DOCT

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

FSB Premier Wealth Management's DOCT Position: Q2 2024 in Review

FSB Premier Wealth Management sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q2 2024, closing a stake of 6,293 shares — an estimated $237K sold.

FSB Premier Wealth Management first reported a position in DOCT in Q4 2021 and held it in 7 quarters. The position peaked at $354K in Q1 2023. 65 funds tracked by Wall St. Rank hold DOCT as of Q2 2024.

FSB Premier Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q2 2024 after selling out during the quarter.
FSB Premier Wealth Management sold 6,293 FT Vest US Equity Deep Buffer ETF October shares in Q2 2024, an estimated $237K.
FSB Premier Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2021 and held it in 7 quarters.
FSB Premier Wealth Management's FT Vest US Equity Deep Buffer ETF October position peaked at $354K in Q1 2023.
65 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2024.

Based on FSB Premier Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.