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DOCT

FT Vest US Equity Deep Buffer ETF October
DOCT

61 hedge funds and large institutions have $61.8M invested in FT Vest US Equity Deep Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% less ownership

Funds ownership: 36.68% → 35.61% (-1.1%)

6% less funds holding

Funds holding: 65 → 61 (-4)

10% less capital invested

Capital invested by funds: $68.8M → $61.8M (-$6.91M)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LC
LCNB Corp
Ohio
+$1.35M
2
1SB
1ST Source Bank
Indiana
+$1.07M
3
CFS
Commonwealth Financial Services
West Virginia
+$623K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$534K
5
SAW
Signal Advisors Wealth
Michigan
+$336K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.91M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.31M
3
HI
Harbour Investments
Wisconsin
-$1.59M
4
OMC
Old Mission Capital
Illinois
-$1.3M
5
CW
CreativeOne Wealth
Kansas
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$564K -$449K -11,615 -45%
SWM
27
Spire Wealth Management
Virginia
$560K -$160K -4,143 -22%
TLA
28
Tanglewood Legacy Advisors
Texas
$504K – – –
IA
29
IFP Advisors
Florida
$488K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$484K -$92.3K -2,388 -16%
TC
31
TownSquare Capital
Utah
$426K -$967 -25 -0.2%
1W
32
1776 Wealth
Georgia
$416K – – –
Citadel Advisors
33
Citadel Advisors
Florida
$368K +$11.3K +293 +3%
LPL Financial
34
LPL Financial
California
$350K -$54.2K -1,401 -14%
MFGM
35
Marshall Financial Group (Maryland)
Maryland
$345K -$4.37K -113 -1%
PCG
36
Prosperity Consulting Group
Maryland
$333K +$26.6K +687 +9%
FFS
37
Founders Financial Securities
Maryland
$317K +$314K +8,131 New
MML Investors Services
38
MML Investors Services
Massachusetts
$317K – – –
IF
39
Integrity Financial
Wyoming
$297K -$33.2K -859 -10%
BCI
40
Brinker Capital Investments
Pennsylvania
$291K +$66.3K +1,715 +30%
OPS
41
Orion Portfolio Solutions
Nebraska
$291K +$66.3K +1,715 +30%
ACMA
42
Arbor Capital Management (Alaska)
Alaska
$285K -$1.16K -30 -0.4%
WAM
43
WealthTrust Asset Management
Florida
$285K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$284K +$107K +2,777 +62%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$231K – – –
SB
46
Strategic Blueprint
Georgia
$226K -$58K -1,500 -21%
CCFM
47
Clear Creek Financial Management
Washington
$207K -$110K -2,841 -35%
SWA
48
SOA Wealth Advisors
New York
$206K – – –
Barclays
49
Barclays
United Kingdom
$200K +$198K +5,132 New
UBS Group
50
UBS Group
Switzerland
$169K +$98.9K +2,557 +143%
1
2
3

DOCT Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF October (DOCT) for Q3 2024, worth a combined $61.8M — down 10% from $68.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DOCT and 5 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 16 added.

The largest buyer was LCNB Corp, opening a new position worth an estimated $1.35M. The largest seller was Envestnet Asset Management, cutting an estimated $2.91M.

  • 61 institutional investors held FT Vest US Equity Deep Buffer ETF October (DOCT) as of Q3 2024, down from 65 in Q2 2024.
  • Funds reported $61.8M of FT Vest US Equity Deep Buffer ETF October stock for Q3 2024, down 10% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Deep Buffer ETF October positions in Q3 2024 and 9 closed out, a net change of -4 holders.
  • The largest FT Vest US Equity Deep Buffer ETF October buyer in Q3 2024 was LCNB Corp, an estimated $1.35M added.
  • The largest FT Vest US Equity Deep Buffer ETF October seller in Q3 2024 was Envestnet Asset Management, an estimated $2.91M sold.

Based on aggregated 13F filings for Q3 2024.