NW
DOCT

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

Naviter Wealth’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
2024
Q3 		– Sell
-5,750
Closed -$221K – 245
2024
Q2 		$221K Hold
5,750
– – 0.03% 214
2024
Q1 		$216K Hold
5,750
– – 0.04% 211
2023
Q4 		$209K Buy
+5,750
New +$203K 0.04% 204

Other funds holding DOCT

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Naviter Wealth's DOCT Position: Q3 2024 in Review

Naviter Wealth sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q3 2024, closing a stake of 5,750 shares — an estimated $221K sold.

Naviter Wealth first reported a position in DOCT in Q4 2023 and held it in 3 quarters. The position peaked at $221K in Q2 2024. 61 funds tracked by Wall St. Rank hold DOCT as of Q3 2024.

  • Naviter Wealth reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Naviter Wealth sold 5,750 FT Vest US Equity Deep Buffer ETF October shares in Q3 2024, an estimated $221K.
  • Naviter Wealth first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2023 and held it in 3 quarters.
  • Naviter Wealth's FT Vest US Equity Deep Buffer ETF October position peaked at $221K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q3 2024.

Based on Naviter Wealth's 13F filing for Q3 2024, filed 16 Oct 2024.