JIP
DOCT

Jaffetilchin Investment Partners’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Jaffetilchin Investment 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 		– Sell
-8,343
Closed -$291K – 345
2023
Q2 		$291K Sell
8,343
-507
-6% -$17K 0.03% 289
2023
Q1 		$291K Sell
8,850
-133
-1% -$4.28K 0.03% 292
2022
Q4 		$281K Buy
+8,983
New +$280K 0.03% 285

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 $83.7B AUM 27.22% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Jaffetilchin Investment Partners's DOCT Position: Q3 2023 in Review

Jaffetilchin Investment Partners sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q3 2023, closing a stake of 8,343 shares — an estimated $291K sold.

Jaffetilchin Investment Partners first reported a position in DOCT in Q4 2022 and held it in 3 quarters. The position peaked at $291K in Q2 2023. 51 funds tracked by Wall St. Rank hold DOCT as of Q3 2023.

  • Jaffetilchin Investment Partners reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 8,343 FT Vest US Equity Deep Buffer ETF October shares in Q3 2023, an estimated $291K.
  • Jaffetilchin Investment Partners first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2022 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's FT Vest US Equity Deep Buffer ETF October position peaked at $291K 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 Jaffetilchin Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.