RJA
DOCT

Raymond James & Associates’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Raymond James & Associates’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
Q2 		– Sell
-16,654
Closed -$627K – 3997
2024
Q1 		$627K Sell
16,654
-55,097
-77% -$2.04M ﹤0.01% 2913
2023
Q4 		$2.61M Buy
71,751
+56,810
+380% +$2M ﹤0.01% 1942
2023
Q3 		$517K Sell
14,941
-41,435
-73% -$1.46M ﹤0.01% 2873
2023
Q2 		$1.97M Sell
56,376
-300
-0.5% -$10.1K ﹤0.01% 2067
2023
Q1 		$1.86M Sell
56,676
-20,786
-27% -$669K ﹤0.01% 2078
2022
Q4 		$2.43M Buy
+77,462
New +$2.41M ﹤0.01% 1871

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 $4.66B AUM 17.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return