Marshall Financial Group (Maryland)’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
8,824
-13
| -0.1% | -$534 | 0.07% | 198 |
|
|
2025
Q1 | $339K | Hold |
8,837
| – | – | 0.07% | 184 |
|
|
2024
Q4 | $348K | Hold |
8,837
| – | – | 0.08% | 167 |
|
|
2024
Q3 | $345K | Sell |
8,837
-113
| -1% | -$4.41K | 0.08% | 170 |
|
|
2024
Q2 | $344K | Sell |
8,950
-30
| -0.3% | -$1.15K | 0.1% | 142 |
|
|
2024
Q1 | $338K | Buy |
8,980
+6
| +0.1% | +$226 | 0.1% | 141 |
|
|
2023
Q4 | $326K | Buy |
+8,974
| New | +$326K | 0.11% | 145 |
|