SAM
DOCT

Strategic Asset Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Strategic Asset Management’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
2022
Q3 		$159K Buy
5,236
+1,524
+41% +$46.9K 0.28% 58
2022
Q2 		$112K Buy
3,712
+2,397
+182% +$75K 0.18% 86
2022
Q1 		$43K Buy
1,315
+460
+54% +$14.9K 0.06% 175
2021
Q4 		$28K Buy
+855
New +$28K 0.04% 232

Other funds holding DOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

Strategic Asset Management's DOCT Position: Q3 2022 in Review

Strategic Asset Management increased its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 41% in Q3 2022, buying an estimated $46.9K and bringing the position to 5,236 shares worth $159K. The position accounts for 0.28% of the portfolio, ranked #58.

Strategic Asset Management first reported a position in DOCT in Q4 2021 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold DOCT as of Q3 2022.

  • Strategic Asset Management held 5,236 shares of FT Vest US Equity Deep Buffer ETF October worth $159K as of Q3 2022.
  • Strategic Asset Management bought 1,524 FT Vest US Equity Deep Buffer ETF October shares in Q3 2022, an estimated $46.9K.
  • FT Vest US Equity Deep Buffer ETF October made up 0.28% of Strategic Asset Management's portfolio in Q3 2022, its #58 holding.
  • Strategic Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2021 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.