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DOCT
FT Vest US Equity Deep Buffer ETF October
DOCT
DOCT
53 hedge funds and large institutions have $85.1M invested in FT Vest US Equity Deep Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 26 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
2% more funds holding
Funds holding: 52 → 53 (+1)
3.96% less ownership
Funds ownership: 58.49% → 54.53% (-4%)
27% less capital invested
Capital invested by funds: $116M → $85.1M (-$31.2M)
85% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 26
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
4
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.18M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$1.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$381K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$217K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$132K |
Top Sellers
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$8.04M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$5.98M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$5.57M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.77M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$728K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
SIS
52
Sound Income Strategies
Ft Lauderdale,
Florida
| $5.91K | – | – | – |
|
|
BAM
53
Belpointe Asset Management
Reno,
Nevada
| $1.35K | -$161 | -5 | -11% |
|
|
KWM
54
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$202K | -6,448 | Closed |
|
55
Wells Fargo
San Francisco,
California
| – | -$96.5K | -3,081 | Closed |
|
|
CAL
56
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$5K | -152 | Closed |
|
|
S
57
SignatureFD
Atlanta,
Georgia
| – | -$4.63K | -148 | Closed |
|
|
AWM
58
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$3.17K | -100 | Closed |
|