OBWG
DOCT

Onyx Bridge Wealth Group’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Onyx Bridge Wealth Group’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
Q4 		– Sell
-6,710
Closed -$232K – 258
2023
Q3 		$232K Hold
6,710
– – 0.05% 198
2023
Q2 		$234K Buy
+6,710
New +$225K 0.06% 199

Other funds holding DOCT

RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Onyx Bridge Wealth Group's DOCT Position: Q4 2023 in Review

Onyx Bridge Wealth Group sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q4 2023, closing a stake of 6,710 shares — an estimated $232K sold.

Onyx Bridge Wealth Group first reported a position in DOCT in Q2 2023 and held it in 2 quarters. The position peaked at $234K in Q2 2023. 64 funds tracked by Wall St. Rank hold DOCT as of Q4 2023.

  • Onyx Bridge Wealth Group reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q4 2023 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 6,710 FT Vest US Equity Deep Buffer ETF October shares in Q4 2023, an estimated $232K.
  • Onyx Bridge Wealth Group first reported a position in FT Vest US Equity Deep Buffer ETF October in Q2 2023 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's FT Vest US Equity Deep Buffer ETF October position peaked at $234K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q4 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2023, filed 31 Jan 2024.