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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
PCM
51
Presidio Capital Management
California
$216K +$209K +5,931 New
NW
52
Naviter Wealth
Arkansas
$209K +$203K +5,750 New
SWA
53
SOA Wealth Advisors
New York
$192K
NS
54
NBC Securities
Alabama
$153K -$74.3K -2,109 -33%
DFA
55
DHJJ Financial Advisors
Illinois
$134K -$16.7K -474 -11%
SS
56
Sunbelt Securities
Texas
$128K +$16.1K +458 +15%
WIA
57
Wetzel Investment Advisors
Indiana
$118K +$115K +3,254 New
NA
58
NewEdge Advisors
Louisiana
$109K
CIAS
59
Capital Investment Advisory Services
North Carolina
$89.1K
CFGS
60
Concourse Financial Group Securities
Alabama
$61.8K
MIM
61
MTM Investment Management
South Carolina
$40K -$35.2K -1,000 -48%
CFD
62
Creative Financial Designs
Indiana
$34.3K +$33.2K +943 New
AA
63
AlphaMark Advisors
Kentucky
$17K +$9.52K +270 +135%
SIS
64
Sound Income Strategies
Florida
$6.54K
SW
65
SMART Wealth
Nebraska
-$2.25M -65,146 Closed
JP Morgan Chase
66
JP Morgan Chase
New York
-$1.17M -33,685 Closed
Citadel Advisors
67
Citadel Advisors
Florida
-$732K -21,154 Closed
1SB
68
1ST Source Bank
Indiana
-$531K -15,328 Closed
Jane Street
69
Jane Street
New York
-$411K -11,878 Closed
OMC
70
Old Mission Capital
Illinois
-$290K -8,391 Closed
DIM
71
Delta Investment Management
California
-$290K -8,384 Closed
OBWG
72
Onyx Bridge Wealth Group
New York
-$232K -6,710 Closed
AWM
73
Avior Wealth Management
Nebraska
-$142K -4,108 Closed
Wells Fargo
74
Wells Fargo
California
-$11.3K -327 Closed
AWA
75
Authentikos Wealth Advisory
California
-$69 -2 Closed

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.