SWP
DOCT

Stratos Wealth Partners’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Stratos Wealth Partners’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
Q3 		– Sell
-6,587
Closed -$230K – 1294
2023
Q2 		$230K Sell
6,587
-170
-3% -$5.71K 0.01% 1047
2023
Q1 		$222K Buy
+6,757
New +$217K 0.01% 1001

Other funds holding DOCT

MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 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
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Stratos Wealth Partners's DOCT Position: Q3 2023 in Review

Stratos Wealth Partners sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q3 2023, closing a stake of 6,587 shares — an estimated $230K sold.

Stratos Wealth Partners first reported a position in DOCT in Q1 2023 and held it in 2 quarters. The position peaked at $230K in Q2 2023. 51 funds tracked by Wall St. Rank hold DOCT as of Q3 2023.

  • Stratos Wealth Partners reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,587 FT Vest US Equity Deep Buffer ETF October shares in Q3 2023, an estimated $230K.
  • Stratos Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF October in Q1 2023 and held it in 2 quarters.
  • Stratos Wealth Partners's FT Vest US Equity Deep Buffer ETF October position peaked at $230K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q3 2023.

Based on Stratos Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.