HighTower Advisors’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

HighTower Advisors’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 Q4	–	Sell	-174,498	Closed	-$5.32M	–	3386
2022 Q3	$5.32M	Sell	174,498 -8,858	-5%	-$273K	0.01%	779
2022 Q2	$5.56M	Sell	183,356 -3,640	-2%	-$114K	0.01%	773
2022 Q1	$6.12M	Buy	186,996 +4,045	+2%	+$131K	0.01%	786
2021 Q4	$6.05M	Buy	+182,951	New	+$5.99M	0.01%	803

Other funds holding DOCT

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

PSCM

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

HighTower Advisors's DOCT Position: Q4 2022 in Review

HighTower Advisors sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q4 2022, closing a stake of 174,498 shares — an estimated $5.32M sold.

HighTower Advisors first reported a position in DOCT in Q4 2021 and held it in 4 quarters. The position peaked at $6.12M in Q1 2022. 52 funds tracked by Wall St. Rank hold DOCT as of Q4 2022.

HighTower Advisors reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q4 2022 after selling out during the quarter.
HighTower Advisors sold 174,498 FT Vest US Equity Deep Buffer ETF October shares in Q4 2022, an estimated $5.32M.
HighTower Advisors first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2021 and held it in 4 quarters.
HighTower Advisors's FT Vest US Equity Deep Buffer ETF October position peaked at $6.12M in Q1 2022.
52 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q4 2022.

Based on HighTower Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.