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DOCT

FT Vest US Equity Deep Buffer ETF October

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: 6468 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NW
51
Naviter Wealth
Arkansas
$216K
BCI
52
Brinker Capital Investments
Pennsylvania
$216K -$15.8K -428 -7%
OPS
53
Orion Portfolio Solutions
Nebraska
$216K -$15.8K -428 -7%
SP
54
Sequent Planning
Nebraska
$207K +$204K +5,513 New
SWA
55
SOA Wealth Advisors
New York
$199K
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$186K -$169K -4,570 -48%
NS
57
NBC Securities
Alabama
$158K
DFA
58
DHJJ Financial Advisors
Illinois
$139K
SS
59
Sunbelt Securities
Texas
$132K
WIA
60
Wetzel Investment Advisors
Indiana
$121K
CIAS
61
Capital Investment Advisory Services
North Carolina
$92.2K
CFGS
62
Concourse Financial Group Securities
Alabama
$64K
UBS Group
63
UBS Group
Switzerland
$42.1K +$41.4K +1,119 New
MIM
64
MTM Investment Management
South Carolina
$41.4K
CFD
65
Creative Financial Designs
Indiana
$35.5K
CA
66
CoreCap Advisors
Michigan
$35.5K +$34.9K +943 New
AA
67
AlphaMark Advisors
Kentucky
$18K
SIS
68
Sound Income Strategies
Florida
$6.77K
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$1.41M -38,880 Closed
SW
70
Schulz Wealth
Texas
-$222K -6,118 Closed
AWM
71
Axxcess Wealth Management
California
-$216K -5,931 Closed
NA
72
NewEdge Advisors
Louisiana
-$109K -3,000 Closed

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.