We are live on ! Find out more
DOCT

FT Vest US Equity Deep Buffer ETF October

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: 5253 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$12.6M -$5.57M -173,063 -31%
Osaic Holdings
2
Osaic Holdings
Arizona
$9.82M -$3.77M -117,070 -28%
NA
3
NewEdge Advisors
Louisiana
$8.18M +$3.18M +98,777 +66%
MA
4
Mutual Advisors
Nebraska
$7.48M -$728K -22,610 -9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.31M -$83.7K -2,601 -1%
AWM
6
AE Wealth Management
Kansas
$6.02M +$90.1K +2,799 +2%
PSCM
7
Per Stirling Capital Management
Texas
$4.36M -$19.7K -613 -0.5%
Truist Financial
8
Truist Financial
North Carolina
$4.08M -$32.4K -1,008 -0.8%
SW
9
SMART Wealth
Nebraska
$3.25M -$585K -18,183 -16%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.91M -$281K -8,730 -9%
BFG
11
Beacon Financial Group
Texas
$2.56M -$5.98M -185,659 -72%
RJA
12
Raymond James & Associates
Florida
$1.86M -$669K -20,786 -27%
HI
13
Harbour Investments
Wisconsin
$1.48M -$8.04M -249,769 -85%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.31M -$423K -13,145 -25%
TC
15
TownSquare Capital
Utah
$1.24M +$1.21M +37,708 New
IP
16
Ignite Planners
California
$824K
MCWS
17
McKinley Carter Wealth Services
West Virginia
$783K
IWP
18
Icon Wealth Partners
Texas
$776K +$761K +23,645 New
3LCM
19
3D/L Capital Management
Connecticut
$760K -$10.8K -337 -1%
1SB
20
1ST Source Bank
Indiana
$756K
CA
21
Cetera Advisors
Colorado
$693K -$54.9K -1,705 -7%
SB
22
Strategic Blueprint
Georgia
$633K -$49.9K -1,550 -7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$588K +$30.2K +937 +6%
KAS
24
Kestra Advisory Services
Texas
$433K -$105K -3,250 -20%
TLA
25
Tanglewood Legacy Advisors
Texas
$424K