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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
RFG
1
REAP Financial Group
Texas
$8.63M +$8.36M +237,329 New
PSCM
2
Per Stirling Capital Management
Texas
$7.78M +$5.12M +145,173 +211%
MA
3
Mutual Advisors
Nebraska
$6.7M +$67.8K +1,924 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.87M +$2.16M +61,270 +84%
HI
5
Harbour Investments
Wisconsin
$3.84M +$426K +12,079 +13%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.38M +$358K +10,164 +12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.89M +$573K +16,258 +26%
Truist Financial
8
Truist Financial
North Carolina
$2.63M +$828K +23,507 +48%
RJA
9
Raymond James & Associates
Florida
$2.61M +$2M +56,810 +380%
AWM
10
AE Wealth Management
Kansas
$2.2M -$2.41M -68,307 -53%
NW
11
NewEdge Wealth
Pennsylvania
$1.89M +$1.83M +51,884 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.7M +$1.17M +33,293 +245%
BFG
13
Beacon Financial Group
Texas
$1.64M
KAS
14
Kestra Advisory Services
Texas
$1.48M +$985K +27,955 +219%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.41M +$452K +12,827 +49%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.23M -$20.1K -569 -2%
BCM
17
Brookstone Capital Management
Illinois
$1.07M +$1.04M +29,554 New
CW
18
CreativeOne Wealth
Kansas
$1.01M +$975K +27,673 New
CCFM
19
Clear Creek Financial Management
Washington
$995K +$964K +27,359 New
SWM
20
Spire Wealth Management
Virginia
$878K +$843K +23,919 New
CA
21
Cetera Advisors
Colorado
$865K +$281K +7,962 +50%
IWA
22
Icon Wealth Advisors
Texas
$808K +$784K +22,235 New
MCWS
23
McKinley Carter Wealth Services
West Virginia
$795K -$70.5K -2,000 -8%
CAN
24
Cetera Advisor Networks
California
$776K +$407K +11,547 +118%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$693K +$672K +19,061 New

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.