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DOCT

FT Vest US Equity Deep Buffer ETF October

33 hedge funds and large institutions have $45.9M invested in FT Vest US Equity Deep Buffer ETF October in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

10% more funds holding

Funds holding: 3033 (+3)

4% less capital invested

Capital invested by funds: $47.7M → $45.9M (-$1.82M)

5.25% less ownership

Funds ownership: 39.98%34.74% (-5.2%)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12M +$277K +8,851 +2%
MA
2
Mutual Advisors
Nebraska
$7.37M -$461K -14,729 -6%
BFG
3
Beacon Financial Group
Texas
$7.04M -$73.8K -2,358 -1%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.56M -$114K -3,640 -2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.98M +$2.82K +90 +0.1%
AWM
6
AE Wealth Management
Kansas
$1.66M +$169K +5,415 +11%
APA
7
American Portfolios Advisors
New York
$1.39M -$69.2K -2,211 -5%
CW
8
CreativeOne Wealth
Kansas
$1.25M +$1.29M +41,084 New
OMC
9
Old Mission Capital
Illinois
$1.13M +$630K +20,138 +117%
Osaic Holdings
10
Osaic Holdings
Arizona
$822K +$195K +6,226 +30%
1SB
11
1ST Source Bank
Indiana
$698K
IA
12
IFP Advisors
Florida
$496K
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$481K +$292K +9,324 +142%
CA
14
Cetera Advisors
Colorado
$465K +$155K +4,956 +48%
MCWS
15
McKinley Carter Wealth Services
West Virginia
$414K
GM
16
GeoWealth Management
Illinois
$411K +$424K +13,552 New
SCA
17
Sage Capital Advisors
South Dakota
$411K +$424K +13,552 New
KAS
18
Kestra Advisory Services
Texas
$366K +$378K +12,082 New
Citadel Advisors
19
Citadel Advisors
Florida
$342K -$373K -11,919 -51%
KWM
20
Kingsview Wealth Management
Oregon
$329K +$340K +10,866 New
DIM
21
Delta Investment Management
California
$297K
HI
22
Harbour Investments
Wisconsin
$223K +$231K +7,370 New
KPWS
23
Kestra Private Wealth Services
Texas
$221K +$35.2K +1,125 +18%
Wolverine Trading
24
Wolverine Trading
Illinois
$211K -$166K -5,302 -43%
SAM
25
Strategic Asset Management
Minnesota
$112K +$75K +2,397 +182%

DOCT Hedge Fund Activity: Q2 2022 in Review

33 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF October (DOCT) for Q2 2022, worth a combined $45.9M — down 3.8% from $47.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DOCT positions and 5 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $1.29M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.52M sold.

  • 33 institutional investors held FT Vest US Equity Deep Buffer ETF October (DOCT) as of Q2 2022, up from 30 in Q1 2022.
  • Funds reported $45.9M of FT Vest US Equity Deep Buffer ETF October stock for Q2 2022, down 3.8% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Deep Buffer ETF October positions in Q2 2022 and 5 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Deep Buffer ETF October buyer in Q2 2022 was CreativeOne Wealth, an estimated $1.29M added.
  • The largest FT Vest US Equity Deep Buffer ETF October seller in Q2 2022 was Susquehanna International Group, an estimated $1.52M sold.

Based on aggregated 13F filings for Q2 2022.