DOCT Institutional Ownership
FT Vest U.S. Equity Deep Buffer ETF - October
1W: +0.2%
1M: +0.9%
3M: +2.8%
YTD: +8.7%
1Y: +11.2%
3Y: +39.6%
5Y: +48.6%
$48.14
+0.08 (+0.17%)
Weekly Expected Move ±0.4%
$48
$48
$48
$48
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DOCT
122
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
188M
Total Invested
13
New Positions
16
Increased
60
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (129 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OPPENHEIMER & CO INC | 400,877 | $19M | +2,617 | +0.7% | 7Q | SEC ↗ |
| 2 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 284,386 | $14M | -1,790 | -0.6% | 7Q | SEC ↗ |
| 3 | REAP Financial Group, LLC | 215,278 | $10M | -5,219 | -2.4% | 11Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 211,243 | $10M | +61,484 | +41.1% | 19Q | SEC ↗ |
| 5 | Wood Tarver Financial Group, LLC | 176,850 | $9M | -61,636 | -25.8% | 7Q | SEC ↗ |
| 6 | Per Stirling Capital Management, LLC. | 143,115 | $7M | +6,984 | +5.1% | 15Q | SEC ↗ |
| 7 | Mutual Advisors, LLC | 138,512 | $7M | -5,831 | -4.0% | 19Q | SEC ↗ |
| 8 | LCNB CORP | 122,306 | $6M | -4,834 | -3.8% | 8Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 115,578 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 10 | WINNACLE WEALTH LLC | 109,598 | $5M | -3,662 | -3.2% | 4Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 104,915 | $5M | -4,561 | -4.2% | 23Q | SEC ↗ |
| 12 | LPL Financial LLC | 97,756 | $5M | +46,502 | +90.7% | 11Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC | 96,432 | $5M | +9,387 | +10.8% | 11Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 96,080 | $5M | -27,505 | -22.3% | 23Q | SEC ↗ |
| 15 | MONEY CONCEPTS CAPITAL CORP | 90,348 | $4M | +2,537 | +2.9% | 3Q | SEC ↗ |
| 16 | Foguth Wealth Management, LLC. | 90,264 | $4M | -1,145 | -1.3% | 3Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 88,410 | $4M | +9,765 | +12.4% | 15Q | SEC ↗ |
| 18 | FOUNDERS FINANCIAL SECURITIES LLC | 83,678 | $4M | +9,294 | +12.5% | 8Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 69,503 | $3M | -8,493 | -10.9% | 17Q | SEC ↗ |
| 20 | TRUIST FINANCIAL CORP | 66,064 | $3M | -6,813 | -9.3% | 15Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 63,933 | $3M | -5,354 | -7.7% | 17Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 54,888 | $3M | -38,521 | -41.2% | 7Q | SEC ↗ |
| 23 | CWM, LLC | 52,637 | $3M | -18,380 | -25.9% | 10Q | SEC ↗ |
| 24 | NewEdge Wealth, LLC | 52,196 | $3M | — | +0.0% | 11Q | SEC ↗ |
| 25 | Commonwealth Financial Services, LLC | 46,400 | $2M | -6,954 | -13.0% | 9Q | SEC ↗ |
| 26 | Bluespring Wealth Management, LLC NEW | 46,330 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | IFP Advisors, Inc | 42,495 | $2M | -2,567 | -5.7% | 19Q | SEC ↗ |
| 28 | SMART Wealth LLC | 38,853 | $2M | +6,478 | +20.0% | 10Q | SEC ↗ |
| 29 | MGO ONE SEVEN LLC | 36,779 | $2M | — | +0.0% | 5Q | SEC ↗ |
| 30 | StoneX Group Inc. | 33,905 | $2M | +642 | +1.9% | 7Q | SEC ↗ |
| 31 | Castleview Partners, LLC | 32,290 | $2M | -558 | -1.7% | 7Q | SEC ↗ |
| 32 | Brookstone Capital Management | 32,200 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 33 | &PARTNERS | 27,548 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 34 | Harvest Investment Services, LLC | 27,438 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 35 | Sequent Planning LLC | 26,314 | $1M | -90,658 | -77.5% | 7Q | SEC ↗ |
| 36 | Kovack Advisors, Inc. | 25,945 | $1M | -730 | -2.7% | 7Q | SEC ↗ |
| 37 | McKinley Carter Wealth Services, Inc. | 24,416 | $1M | — | +0.0% | 23Q | SEC ↗ |
| 38 | 1ST SOURCE BANK | 24,343 | $1M | -9,219 | -27.5% | 3Q | SEC ↗ |
| 39 | Ritter Daniher Financial Advisory LLC | 23,165 | $1M | -28,100 | -54.8% | 3Q | SEC ↗ |
| 40 | Ignite Planners, LLC | 20,827 | $1M | -2 | -0.0% | 15Q | SEC ↗ |
| 41 | Icon Wealth Advisors, LLC | 20,629 | $993K | -4 | -0.0% | 11Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 20,098 | $968K | +4,483 | +28.7% | 3Q | SEC ↗ |
| 43 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 17,957 | $864K | — | +0.0% | 1Q | SEC ↗ |
| 44 | LifeWealth Investments, LLC | 17,877 | $861K | -399 | -2.2% | 5Q | SEC ↗ |
| 45 | BEACON FINANCIAL GROUP | 17,584 | $846K | — | +0.0% | 23Q | SEC ↗ |
| 46 | Integrity Financial Corp /WA | 17,404 | $838K | -2,219 | -11.3% | 17Q | SEC ↗ |
| 47 | IHT Wealth Management, LLC | 17,329 | $834K | — | +0.0% | 3Q | SEC ↗ |
| 48 | Madrona Financial Services, LLC | 17,238 | $830K | — | +0.0% | 3Q | SEC ↗ |
| 49 | First Heartland Consultants, Inc. | 16,558 | $797K | — | +0.0% | 3Q | SEC ↗ |
| 50 | EVOLUTION WEALTH MANAGEMENT INC. | 15,888 | $765K | -84 | -0.5% | 5Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 115,578 | $6M |
| Bluespring Wealth Management, LLC | 46,330 | $2M |
| TOUNJIAN ADVISORY PARTNERS, LLC | 17,957 | $864K |
| FIDUCIARY FINANCIAL ADVISORS | 10,352 | $498K |
| Ameritas Advisory Services, LLC | 5,721 | $275K |
| Savvy Advisors, Inc. | 4,512 | $217K |
| Advyzon Investment Management, LLC | 4,490 | $216K |
| SILVER OAK SECURITIES, INCORPORATED | 3,574 | $172K |
| CENTAURUS FINANCIAL, INC. | 2,852 | $137K |
| Oakmont Advisory Group, LLC | 1,882 | $91K |
| Integrated Wealth Concepts LLC | 1,242 | $60K |
| Regatta Research & Money Management | 788 | $38K |
| Global Retirement Partners, LLC | 225 | $11K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advance Capital Management, Inc. | 29,686 | $1M |
| CITADEL ADVISORS LLC | 13,702 | $660K |
| OLD MISSION CAPITAL LLC | 13,032 | $627K |
| Envestnet Portfolio Solutions, Inc. | 7,892 | $380K |
| Apollon Wealth Management, LLC | 6,766 | $326K |
| CASCADE INVESTMENT GROUP, INC. | 5,687 | $274K |
| Legacy Capital Wealth Partners, LLC | 5,201 | $250K |
| Orion Porfolio Solutions, LLC | 4,944 | $238K |
| Cottage Street Advisors LLC | 4,835 | $233K |
| CRUX WEALTH ADVISORS | 4,570 | $220K |
| Balentine LLC | 3,416 | $164K |
| Advisory Services Network, LLC | 2,205 | $106K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,627 | $78K |
| JONES FINANCIAL COMPANIES LLLP | 1,500 | $72K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 1,377 | $66K |
| WELLS FARGO & COMPANY/MN | 800 | $39K |
| Merkkuri Wealth Advisors LLC | 147 | $7K |
| Sound Income Strategies, LLC | 144 | $7K |
| BANK OF AMERICA CORP /DE | 21 | $1K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +61,484 | +41.1% | 211,243 |
| LPL Financial LLC | +46,502 | +90.7% | 97,756 |
| Cetera Investment Advisers | +9,765 | +12.4% | 88,410 |
| MML INVESTORS SERVICES, LLC | +9,387 | +10.8% | 96,432 |
| FOUNDERS FINANCIAL SECURITIES LLC | +9,294 | +12.5% | 83,678 |
| Per Stirling Capital Management, LL | +6,984 | +5.1% | 143,115 |
| SMART Wealth LLC | +6,478 | +20.0% | 38,853 |
| JPMORGAN CHASE & CO | +4,483 | +28.7% | 20,098 |
| OPPENHEIMER & CO INC | +2,617 | +0.7% | 400,877 |
| MONEY CONCEPTS CAPITAL CORP | +2,537 | +2.9% | 90,348 |
| Farther Finance Advisors, LLC | +2,327 | +50.4% | 6,943 |
| RFG Advisory, LLC | +1,039 | +8.6% | 13,106 |
| StoneX Group Inc. | +642 | +1.9% | 33,905 |
| AE Wealth Management LLC | +153 | +7.6% | 2,158 |
| ROYAL BANK OF CANADA | +75 | +250.0% | 105 |
| Capital Investment Advisory Service | +6 | +0.2% | 3,912 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sequent Planning LLC | -90,658 | -77.5% | 26,314 |
| Wood Tarver Financial Group, LLC | -61,636 | -25.8% | 176,850 |
| RAYMOND JAMES FINANCIAL INC | -38,521 | -41.2% | 54,888 |
| Ritter Daniher Financial Advisory L | -28,100 | -54.8% | 23,165 |
| OSAIC HOLDINGS, INC. | -27,505 | -22.3% | 96,080 |
| CWM, LLC | -18,380 | -25.9% | 52,637 |
| 1ST SOURCE BANK | -9,219 | -27.5% | 24,343 |
| Kestra Advisory Services, LLC | -8,493 | -10.9% | 69,503 |
| ACORN FINANCIAL ADVISORY SERVICES I | -7,146 | -36.5% | 12,409 |
| Commonwealth Financial Services, LL | -6,954 | -13.0% | 46,400 |
| TRUIST FINANCIAL CORP | -6,813 | -9.3% | 66,064 |
| Mutual Advisors, LLC | -5,831 | -4.0% | 138,512 |
| HARBOUR INVESTMENTS, INC. | -5,354 | -7.7% | 63,933 |
| REAP Financial Group, LLC | -5,219 | -2.4% | 215,278 |
| LCNB CORP | -4,834 | -3.8% | 122,306 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,561 | -4.2% | 104,915 |
| WINNACLE WEALTH LLC | -3,662 | -3.2% | 109,598 |
| IFP Advisors, Inc | -2,567 | -5.7% | 42,495 |
| Integrity Financial Corp /WA | -2,219 | -11.3% | 17,404 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | -2,024 | -24.8% | 6,140 |