IWP
DOCT

Icon Wealth Partners’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Icon Wealth Partners’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 		$817K Sell
23,617
-28
-0.1% -$984 0.09% 134
2023
Q2 		$825K Hold
23,645
– – 0.09% 148
2023
Q1 		$776K Buy
+23,645
New +$761K 0.08% 159

Other funds holding DOCT

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Icon Wealth Partners's DOCT Position: Q3 2023 in Review

Icon Wealth Partners reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 0.12% in Q3 2023, selling an estimated $984 and leaving 23,617 shares worth $817K. The position accounts for 0.09% of the portfolio, ranked #134.

Icon Wealth Partners first reported a position in DOCT in Q1 2023 and has held it in 3 quarters since. The position peaked at $825K in Q2 2023. 51 funds tracked by Wall St. Rank hold DOCT as of Q3 2023.

  • Icon Wealth Partners held 23,617 shares of FT Vest US Equity Deep Buffer ETF October worth $817K as of Q3 2023.
  • Icon Wealth Partners sold 28 FT Vest US Equity Deep Buffer ETF October shares in Q3 2023, an estimated $984.
  • FT Vest US Equity Deep Buffer ETF October made up 0.09% of Icon Wealth Partners's portfolio in Q3 2023, its #134 holding.
  • Icon Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF October in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's FT Vest US Equity Deep Buffer ETF October position peaked at $825K 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 Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.