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DOCT

FT Vest US Equity Deep Buffer ETF October

64 hedge funds and large institutions have $73.2M invested in FT Vest US Equity Deep Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

63% more capital invested

Capital invested by funds: $44.9M → $73.2M (+$28.4M)

25% more funds holding

Funds holding: 5164 (+13)

3.43% more ownership

Funds ownership: 34.56%37.99% (+3.4%)

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
20
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Sage Capital Advisors
South Dakota
$654K +$634K +17,976 New
IP
27
Ignite Planners
California
$577K
RJFSA
28
Raymond James Financial Services Advisors
Florida
$539K -$798K -22,641 -60%
TLA
29
Tanglewood Legacy Advisors
Texas
$469K
IA
30
IFP Advisors
Florida
$455K +$144K +4,077 +48%
TC
31
TownSquare Capital
Utah
$450K -$66.6K -1,891 -13%
IF
32
Integrity Financial
Wyoming
$444K +$324K +9,188 +303%
TF
33
Trek Financial
Arizona
$440K +$427K +12,104 New
1W
34
1776 Wealth
Georgia
$388K +$376K +10,658 New
MML Investors Services
35
MML Investors Services
Massachusetts
$359K +$348K +9,861 New
LPL Financial
36
LPL Financial
California
$357K +$346K +9,825 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$345K +$117K +3,313 +54%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$340K +$330K +9,362 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$336K +$326K +9,250 New
MFGM
40
Marshall Financial Group (Maryland)
Maryland
$326K +$316K +8,974 New
PCG
41
Prosperity Consulting Group
Maryland
$318K +$94.2K +2,672 +44%
SB
42
Strategic Blueprint
Georgia
$304K +$26.7K +757 +10%
ACMA
43
Arbor Capital Management (Alaska)
Alaska
$267K +$260K +7,389 New
WAM
44
WealthTrust Asset Management
Florida
$265K -$28.5K -809 -10%
FPWM
45
FSB Premier Wealth Management
Iowa
$229K
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$227K -$1.48K -42 -0.7%
BCI
47
Brinker Capital Investments
Pennsylvania
$225K +$217K +6,170 New
OPS
48
Orion Portfolio Solutions
Nebraska
$225K +$217K +6,170 New
SW
49
Schulz Wealth
Texas
$222K +$216K +6,118 New
AWM
50
Axxcess Wealth Management
California
$216K +$209K +5,931 New

DOCT Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF October (DOCT) for Q4 2023, worth a combined $73.2M — up 63% from $44.9M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DOCT positions and 11 closed out — a net gain of 14 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Per Stirling Capital Management, adding an estimated $5.12M. The largest seller was AE Wealth Management, cutting an estimated $2.41M.

  • 64 institutional investors held FT Vest US Equity Deep Buffer ETF October (DOCT) as of Q4 2023, up from 51 in Q3 2023.
  • Funds reported $73.2M of FT Vest US Equity Deep Buffer ETF October stock for Q4 2023, up 63% quarter-over-quarter.
  • 25 funds opened new FT Vest US Equity Deep Buffer ETF October positions in Q4 2023 and 11 closed out, a net change of +14 holders.
  • The largest FT Vest US Equity Deep Buffer ETF October buyer in Q4 2023 was Per Stirling Capital Management, an estimated $5.12M added.
  • The largest FT Vest US Equity Deep Buffer ETF October seller in Q4 2023 was AE Wealth Management, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2023.