Raymond James Financial Services Advisors’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Raymond James Financial Services Advisors’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	$981K	Buy	25,143 +3,289	+15%	+$127K	﹤0.01%	2177
2024 Q2	$839K	Buy	21,854 +1,713	+9%	+$64.9K	﹤0.01%	2191
2024 Q1	$758K	Buy	20,141 +5,305	+36%	+$196K	﹤0.01%	2230
2023 Q4	$539K	Sell	14,836 -22,641	-60%	-$798K	﹤0.01%	2364
2023 Q3	$1.3M	Buy	37,477 +499	+1%	+$17.5K	﹤0.01%	1766
2023 Q2	$1.29M	Sell	36,978 -2,783	-7%	-$93.4K	﹤0.01%	1781
2023 Q1	$1.31M	Sell	39,761 -13,145	-25%	-$423K	﹤0.01%	1737
2022 Q4	$1.66M	Buy	+52,906	New	+$1.65M	﹤0.01%	1549
2022 Q1	–	Sell	-8,700	Closed	-$288K	–	3355
2021 Q4	$288K	Hold	8,700	–	–	﹤0.01%	2739
2021 Q3	$282K	Hold	8,700	–	–	﹤0.01%	2734
2021 Q2	$280K	Buy	8,700 +1,000	+13%	+$31.9K	﹤0.01%	2773
2021 Q1	$243K	Buy	+7,700	New	+$240K	﹤0.01%	2770

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial Services Advisors's DOCT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 15% in Q3 2024, buying an estimated $127K and bringing the position to 25,143 shares worth $981K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Raymond James Financial Services Advisors first reported a position in DOCT in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.66M in Q4 2022. 61 funds tracked by Wall St. Rank hold DOCT as of Q3 2024.

Raymond James Financial Services Advisors held 25,143 shares of FT Vest US Equity Deep Buffer ETF October worth $981K as of Q3 2024.
Raymond James Financial Services Advisors bought 3,289 FT Vest US Equity Deep Buffer ETF October shares in Q3 2024, an estimated $127K.
FT Vest US Equity Deep Buffer ETF October made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2177 holding.
Raymond James Financial Services Advisors first reported a position in FT Vest US Equity Deep Buffer ETF October in Q1 2021 and has held it in 12 quarters since.
Raymond James Financial Services Advisors's FT Vest US Equity Deep Buffer ETF October position peaked at $1.66M in Q4 2022.
61 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.