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

Sowell Financial Services’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
2021
Q2 		– Sell
-990
Closed -$32K – 1081
2021
Q1 		$32K Buy
+990
New +$30.8K ﹤0.01% 1840

Other funds holding DOCT

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TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Sowell Financial Services's DOCT Position: Q2 2021 in Review

Sowell Financial Services sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q2 2021, closing a stake of 990 shares — an estimated $32K sold.

Sowell Financial Services first reported a position in DOCT in Q1 2021 and held it in 1 quarter. The position peaked at $32K in Q1 2021. 19 funds tracked by Wall St. Rank hold DOCT as of Q2 2021.

  • Sowell Financial Services reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 990 FT Vest US Equity Deep Buffer ETF October shares in Q2 2021, an estimated $32K.
  • Sowell Financial Services first reported a position in FT Vest US Equity Deep Buffer ETF October in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's FT Vest US Equity Deep Buffer ETF October position peaked at $32K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.