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DOCT

FT Vest US Equity Deep Buffer ETF October

65 hedge funds and large institutions have $68.8M invested in FT Vest US Equity Deep Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $71.6M → $68.8M (-$2.8M)

2.14% less ownership

Funds ownership: 38.82%36.68% (-2.1%)

4% less funds holding

Funds holding: 6865 (-3)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
14
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$565K +$557K +14,713 New
SCA
27
Sage Capital Advisors
South Dakota
$528K -$57.2K -1,509 -10%
SW
28
SMART Wealth
Nebraska
$499K +$265K +6,987 +116%
TLA
29
Tanglewood Legacy Advisors
Texas
$495K
IA
30
IFP Advisors
Florida
$480K
SAW
31
Signal Advisors Wealth
Michigan
$451K -$181K -4,788 -29%
AI
32
Atria Investments
North Carolina
$434K +$429K +11,310 New
TC
33
TownSquare Capital
Utah
$420K +$13.2K +348 +3%
1W
34
1776 Wealth
Georgia
$409K
LPL Financial
35
LPL Financial
California
$398K -$10.1K -266 -3%
Citadel Advisors
36
Citadel Advisors
Florida
$351K +$62.2K +1,641 +22%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$344K +$3.37K +89 +1%
MFGM
38
Marshall Financial Group (Maryland)
Maryland
$344K -$1.14K -30 -0.3%
IF
39
Integrity Financial
Wyoming
$325K -$5.42K -143 -2%
CCFM
40
Clear Creek Financial Management
Washington
$313K -$371K -9,801 -55%
MML Investors Services
41
MML Investors Services
Massachusetts
$312K +$3.67K +97 +1%
PCG
42
Prosperity Consulting Group
Maryland
$301K -$34.5K -910 -10%
ACMA
43
Arbor Capital Management (Alaska)
Alaska
$282K
SB
44
Strategic Blueprint
Georgia
$280K
WAM
45
WealthTrust Asset Management
Florida
$280K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$261K +$71.2K +1,880 +38%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$227K
NW
48
Naviter Wealth
Arkansas
$221K
BCI
49
Brinker Capital Investments
Pennsylvania
$220K -$455 -12 -0.2%
OPS
50
Orion Portfolio Solutions
Nebraska
$220K -$455 -12 -0.2%

DOCT Hedge Fund Activity: Q2 2024 in Review

65 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF October (DOCT) for Q2 2024, worth a combined $68.8M — down 3.9% from $71.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DOCT and 4 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 14 added.

The largest buyer was Commonwealth Financial Services, opening a new position worth an estimated $1.12M. The largest seller was Beacon Financial Group, cutting an estimated $730K.

  • 65 institutional investors held FT Vest US Equity Deep Buffer ETF October (DOCT) as of Q2 2024, down from 68 in Q1 2024.
  • Funds reported $68.8M of FT Vest US Equity Deep Buffer ETF October stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 4 funds opened new FT Vest US Equity Deep Buffer ETF October positions in Q2 2024 and 5 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Deep Buffer ETF October buyer in Q2 2024 was Commonwealth Financial Services, an estimated $1.12M added.
  • The largest FT Vest US Equity Deep Buffer ETF October seller in Q2 2024 was Beacon Financial Group, an estimated $730K sold.

Based on aggregated 13F filings for Q2 2024.