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

Kingsview 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
2023
Q1 		– Sell
-6,448
Closed -$202K – 900
2022
Q4 		$202K Sell
6,448
-4,418
-41% -$138K 0.01% 792
2022
Q3 		$331K Hold
10,866
– – 0.02% 612
2022
Q2 		$329K Buy
+10,866
New +$340K 0.02% 635

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Osaic Holdings
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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Kingsview Wealth Management's DOCT Position: Q1 2023 in Review

Kingsview Wealth Management sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q1 2023, closing a stake of 6,448 shares — an estimated $202K sold.

Kingsview Wealth Management first reported a position in DOCT in Q2 2022 and held it in 3 quarters. The position peaked at $331K in Q3 2022. 53 funds tracked by Wall St. Rank hold DOCT as of Q1 2023.

  • Kingsview Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,448 FT Vest US Equity Deep Buffer ETF October shares in Q1 2023, an estimated $202K.
  • Kingsview Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q2 2022 and held it in 3 quarters.
  • Kingsview Wealth Management's FT Vest US Equity Deep Buffer ETF October position peaked at $331K in Q3 2022.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2023.

Based on Kingsview Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.