GM
DOCT

GeoWealth Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

GeoWealth 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
2022
Q3 		– Sell
-13,552
Closed -$411K – 353
2022
Q2 		$411K Buy
+13,552
New +$424K 0.06% 177

Other funds holding DOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

GeoWealth Management's DOCT Position: Q3 2022 in Review

GeoWealth Management sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q3 2022, closing a stake of 13,552 shares — an estimated $411K sold.

GeoWealth Management first reported a position in DOCT in Q2 2022 and held it in 1 quarter. The position peaked at $411K in Q2 2022. 28 funds tracked by Wall St. Rank hold DOCT as of Q3 2022.

  • GeoWealth Management reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q3 2022 after selling out during the quarter.
  • GeoWealth Management sold 13,552 FT Vest US Equity Deep Buffer ETF October shares in Q3 2022, an estimated $411K.
  • GeoWealth Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q2 2022 and held it in 1 quarter.
  • GeoWealth Management's FT Vest US Equity Deep Buffer ETF October position peaked at $411K in Q2 2022.
  • 28 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q3 2022.

Based on GeoWealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.