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DOCT

FT Vest US Equity Deep Buffer ETF October
DOCT

68 hedge funds and large institutions have $71.6M invested in FT Vest US Equity Deep Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 64 → 68 (+4)

0.83% more ownership

Funds ownership: 37.99% → 38.82% (+0.83%)

2% less capital invested

Capital invested by funds: $73.2M → $71.6M (-$1.69M)

66% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 29

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
10
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.93M
2
SAW
Signal Advisors Wealth
Michigan
+$612K
3
CA
Cetera Advisors
Colorado
+$554K
4
KAS
Kestra Advisory Services
Texas
+$514K
5
Jane Street
Jane Street
New York
+$328K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$2.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.41M
3
AWM
AE Wealth Management
Kansas
-$930K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$824K
5
Osaic Holdings
Osaic Holdings
Arizona
-$785K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAW
26
Signal Advisors Wealth
Michigan
$622K +$612K +16,529 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$599K +$247K +6,672 +72%
IP
28
Ignite Planners
California
$598K – – –
SCA
29
Sage Capital Advisors
South Dakota
$574K -$101K -2,725 -15%
TLA
30
Tanglewood Legacy Advisors
Texas
$486K – – –
IA
31
IFP Advisors
Florida
$471K – – –
TF
32
Trek Financial
Arizona
$455K – – –
1W
33
1776 Wealth
Georgia
$401K – – –
LPL Financial
34
LPL Financial
California
$400K +$29.6K +799 +8%
TC
35
TownSquare Capital
Utah
$399K -$65.4K -1,766 -14%
MFGM
36
Marshall Financial Group (Maryland)
Maryland
$338K +$222 +6 +0.1%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$334K -$17.9K -484 -5%
Jane Street
38
Jane Street
New York
$334K +$328K +8,867 New
PCG
39
Prosperity Consulting Group
Maryland
$329K -$370 -10 -0.1%
IF
40
Integrity Financial
Wyoming
$324K -$133K -3,600 -29%
MML Investors Services
41
MML Investors Services
Massachusetts
$302K -$67.6K -1,827 -19%
Citadel Advisors
42
Citadel Advisors
Florida
$282K +$278K +7,499 New
ACMA
43
Arbor Capital Management (Alaska)
Alaska
$278K -$2K -54 -0.7%
SB
44
Strategic Blueprint
Georgia
$275K -$38.9K -1,052 -13%
WAM
45
WealthTrust Asset Management
Florida
$274K – – –
OMC
46
Old Mission Capital
Illinois
$273K +$268K +7,245 New
FPWM
47
FSB Premier Wealth Management
Iowa
$237K – – –
SW
48
SMART Wealth
Nebraska
$226K +$223K +6,018 New
PCM
49
Presidio Capital Management
California
$223K – – –
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$223K -$11.4K -307 -5%
1
2
3

DOCT Hedge Fund Activity: Q1 2024 in Review

68 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF October (DOCT) for Q1 2024, worth a combined $71.6M — down 2.3% from $73.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DOCT positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 29 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.93M. The largest seller was Raymond James & Associates, cutting an estimated $2.04M.

  • 68 institutional investors held FT Vest US Equity Deep Buffer ETF October (DOCT) as of Q1 2024, up from 64 in Q4 2023.
  • Funds reported $71.6M of FT Vest US Equity Deep Buffer ETF October stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Deep Buffer ETF October positions in Q1 2024 and 4 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Deep Buffer ETF October buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.93M added.
  • The largest FT Vest US Equity Deep Buffer ETF October seller in Q1 2024 was Raymond James & Associates, an estimated $2.04M sold.

Based on aggregated 13F filings for Q1 2024.