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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
SWA
51
SOA Wealth Advisors
New York
$203K
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$173K -$462K -12,184 -73%
NS
53
NBC Securities
Alabama
$142K -$19.3K -510 -12%
WIA
54
Wetzel Investment Advisors
Indiana
$122K
DFA
55
DHJJ Financial Advisors
Illinois
$119K -$22K -580 -16%
CIAS
56
Capital Investment Advisory Services
North Carolina
$94.1K
UBS Group
57
UBS Group
Switzerland
$68.5K +$25.2K +666 +60%
SS
58
Sunbelt Securities
Texas
$58.7K -$75.2K -1,985 -56%
CFGS
59
Concourse Financial Group Securities
Alabama
$43.8K -$21.2K -560 -33%
MIM
60
MTM Investment Management
South Carolina
$42.2K
CA
61
CoreCap Advisors
Michigan
$36.2K
CFD
62
Creative Financial Designs
Indiana
$36.2K
AA
63
AlphaMark Advisors
Kentucky
$18K
SIS
64
Sound Income Strategies
Florida
$6.91K
GLR
65
Great Lakes Retirement
Ohio
$307 +$303 +8 New
RJA
66
Raymond James & Associates
Florida
-$627K -16,654 Closed
TF
67
Trek Financial
Arizona
-$455K -12,104 Closed
FPWM
68
FSB Premier Wealth Management
Iowa
-$237K -6,293 Closed
PCM
69
Presidio Capital Management
California
-$223K -5,931 Closed
SP
70
Sequent Planning
Nebraska
-$207K -5,513 Closed

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.