LAS
DOCT

Lloyd Advisory Services’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Lloyd Advisory Services’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
-34,933
Closed -$1.06M – 47
2022
Q3 		$1.06M Buy
+34,933
New +$1.08M 0.78% 24

Other funds holding DOCT

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Lloyd Advisory Services's DOCT Position: Q4 2022 in Review

Lloyd Advisory Services sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q4 2022, closing a stake of 34,933 shares — an estimated $1.06M sold.

Lloyd Advisory Services first reported a position in DOCT in Q3 2022 and held it in 1 quarter. The position peaked at $1.06M in Q3 2022. 52 funds tracked by Wall St. Rank hold DOCT as of Q4 2022.

  • Lloyd Advisory Services reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q4 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 34,933 FT Vest US Equity Deep Buffer ETF October shares in Q4 2022, an estimated $1.06M.
  • Lloyd Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF October in Q3 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's FT Vest US Equity Deep Buffer ETF October position peaked at $1.06M in Q3 2022.
  • 52 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q4 2022.

Based on Lloyd Advisory Services's 13F filing for Q4 2022, filed 27 Jan 2023.