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FT Vest U.S. Equity Deep Buffer ETF - October (DOCT) Institutional Ownership

FT Vest U.S. Equity Deep Buffer ETF - October logo
$39.17 -0.27 (-0.68%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for FT Vest U.S. Equity Deep Buffer ETF - October (BATS:DOCT)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$18.65M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.18M
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DOCT Institutional Buying and Selling by Quarter

FT Vest U.S. Equity Deep Buffer ETF - October Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/25/2024 Strategic Blueprint LLC5,797$226K0.0%-20.6%0.119%
8/16/2024Sunbelt Securities Inc.1,530$59K0.0%-56.5%0.031%
5/14/2024 CreativeOne Wealth LLC25,230$949K0.0%-8.8%0.517%
5/6/2024 Envestnet Portfolio Solutions Inc.8,878$334K0.0%-5.2%0.182%
5/3/2024 Integrity Financial Corp WA8,620$324K0.2%-29.5%0.172%
5/2/2024 Mutual Advisors LLC182,957$6.88M0.2%-0.8%3.659%
4/29/2024Commonwealth Equity Services LLC74,163$2.79M0.0%-6.6%1.483%
4/26/2024 McKinley Carter Wealth Services Inc.23,866$898K0.1%+9.1%0.477%
4/26/2024 Clear Creek Financial Management LLC17,947$675K0.1%-34.4%0.359%
4/24/2024 Blue Bell Private Wealth Management LLC5,925$223K0.0%-4.9%0.119%
4/24/2024 Spire Wealth Management21,501$809K0.0%-10.1%0.430%
4/23/2024 Strategic Blueprint LLC7,297$275K0.0%-12.6%0.146%
4/16/2024 Wealth Enhancement Advisory Services LLC15,922$599K0.0%+72.1%0.339%
4/10/2024 Signal Advisors Wealth LLC16,529$622K0.2%N/A0.352%
2/14/2024 Icon Wealth Advisors LLC22,235$808K0.1%N/A0.473%
2/13/2024 Per Stirling Capital Management LLC.213,991$7.78M1.4%+211.0%4.553%
2/13/2024 Arbor Capital Management Inc. ADV7,389$267K0.2%N/A0.157%
2/12/2024 Schulz Wealth LTD.6,118$222K0.2%N/A0.130%
2/9/2024 CreativeOne Wealth LLC27,673$1.01M0.1%N/A0.589%
2/8/2024 WealthTrust Asset Management LLC7,296$265K0.2%-10.0%0.155%
2/7/2024 McKinley Carter Wealth Services Inc.21,866$795K0.1%-8.4%0.465%
2/7/2024 Envestnet Portfolio Solutions Inc.9,362$340K0.0%N/A0.199%
2/7/2024 NBC Securities Inc.4,214$153K0.0%-33.4%0.090%
2/7/2024 Integrity Financial Corp WA12,220$444K0.3%+303.0%0.260%
2/6/2024 Spire Wealth Management23,919$878K0.0%N/A0.509%
2/6/2024 Axxcess Wealth Management LLC5,931$216K0.0%N/A0.126%
2/2/2024 Truist Financial Corp72,238$2.63M0.0%+48.2%1.537%
2/1/2024 CWM LLC19,061$693K0.0%N/A0.406%
1/31/2024 Wetzel Investment Advisors Inc.3,254$118K0.1%N/A0.069%
1/30/2024 DHJJ Financial Advisors Ltd.3,690$134K0.1%-11.4%0.079%
1/29/2024 NewEdge Wealth LLC51,884$1.89M0.0%N/A1.104%
1/25/2024 Strategic Blueprint LLC8,349$304K0.0%+10.0%0.178%
1/24/2024 Clear Creek Financial Management LLC27,359$995K0.2%N/A0.582%
1/16/2024Raymond James Financial Services Advisors Inc.14,836$539K0.0%-60.4%0.316%
1/16/2024Raymond James & Associates71,751$2.61M0.0%+380.2%1.527%
1/16/2024 MTM Investment Management LLC1,100$40K0.0%-47.6%0.023%
1/12/2024 Mutual Advisors LLC184,387$6.70M0.2%+1.1%3.923%
1/12/2024 Presidio Capital Management LLC5,931$216K0.2%N/A0.126%
1/11/2024 Brookstone Capital Management29,554$1.08M0.0%N/A0.629%
1/11/2024 Marshall Financial Group LLC8,974$326K0.1%N/A0.191%
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1/10/2024 Creative Financial Designs Inc. ADV943$34K0.0%N/A0.020%
11/4/2023 NBC Securities Inc.6,323$218K0.0%N/A0.135%
10/18/2023 Strategic Blueprint LLC7,592$263K0.0%+20.9%0.162%
8/9/20231ST Source Bank15,328$535K0.0%-33.5%0.326%
5/11/2023Icon Wealth Partners LLC23,645$776K0.1%N/A0.383%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC4,108$135K0.0%N/A0.066%
4/28/2023 Strategic Blueprint LLC19,274$633K0.1%-7.4%0.312%
3/6/2023 OLD Mission Capital LLC15,993$501K0.0%+91.5%0.259%
2/6/2023 AlphaMark Advisors LLC5,250$164K0.1%+3,400.0%0.000%
2/3/2023 Blue Bell Private Wealth Management LLC6,400$200K0.1%N/A0.000%
1/26/2023 Strategic Blueprint LLC20,824$652K0.1%N/A0.000%
1/10/2023 SOA Wealth Advisors LLC.5,288$166K0.0%N/A0.000%
11/14/2022 OLD Mission Capital LLC8,351$254K0.0%-77.6%0.000%
8/5/2022 OLD Mission Capital LLC37,289$1.13M0.0%+117.4%0.000%
2/10/2022 OLD Mission Capital LLC38,048$1.26M0.1%-21.3%0.000%
2/9/20221ST Source Bank23,034$762K0.0%N/A0.000%
2/9/2022 AlphaMark Advisors LLC1,150$38K0.0%N/A0.000%
1/7/2022 Beacon Financial Group50,597$1.72M0.2%+45.4%0.000%
11/12/2021 OLD Mission Capital LLC48,373$1.57M0.1%+147.2%0.000%
10/13/2021 Beacon Financial Group34,788$1.13M0.2%-8.1%0.000%
8/13/2021 OLD Mission Capital LLC19,569$630K0.0%+80.0%0.000%
5/7/2021 Sowell Financial Services LLC990$32K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

DOCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DOCT shares?

During the previous two years, 38 institutional investors and hedge funds held shares of FT Vest U.S. Equity Deep Buffer ETF - October. The most heavily invested institutionals were Per Stirling Capital Management LLC. ($7.78M), Mutual Advisors LLC ($6.88M), Commonwealth Equity Services LLC ($2.79M), Truist Financial Corp ($2.63M), Raymond James & Associates ($2.61M), NewEdge Wealth LLC ($1.89M), and Brookstone Capital Management ($1.08M).Learn more on DOCT's institutional investors.

Which institutional investors have been buying FT Vest U.S. Equity Deep Buffer ETF - October stock?

Of the 31 institutional investors that purchased FT Vest U.S. Equity Deep Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Per Stirling Capital Management LLC. ($145.17K), Raymond James & Associates ($56.81K), NewEdge Wealth LLC ($51.88K), Brookstone Capital Management ($29.55K), CreativeOne Wealth LLC ($27.67K), Clear Creek Financial Management LLC ($27.36K), and Spire Wealth Management ($23.92K).

How much institutional buying is happening at FT Vest U.S. Equity Deep Buffer ETF - October?

Institutional investors have bought a total of 592,790 shares in the last 24 months. This purchase volume represents approximately $21.25M in transactions.

Which FT Vest U.S. Equity Deep Buffer ETF - October major shareholders have been selling company stock?

Of the 17 institutional investors that sold FT Vest U.S. Equity Deep Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($22.64K), Clear Creek Financial Management LLC ($9.41K), 1ST Source Bank ($7.71K), Commonwealth Equity Services LLC ($5.21K), Strategic Blueprint LLC ($4.10K), Integrity Financial Corp WA ($3.60K), and CreativeOne Wealth LLC ($2.44K).

How much institutional selling is happening at FT Vest U.S. Equity Deep Buffer ETF - October?

Institutional investors have sold a total of 68,129 shares in the last 24 months. This volume of shares sold represents approximately $2.50M in transactions.



This page (BATS:DOCT) was last updated on 11/17/2024 by MarketBeat.com Staff
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