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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
RFG
1
REAP Financial Group
Texas
$8.84M -$86.2K -2,328 -1%
PSCM
2
Per Stirling Capital Management
Texas
$8.1M +$44.8K +1,211 +0.6%
MA
3
Mutual Advisors
Nebraska
$6.88M -$52.9K -1,430 -0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.2M -$824K -22,251 -17%
HI
5
Harbour Investments
Wisconsin
$3.88M -$94.4K -2,550 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.72M +$1.93M +52,145 +111%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.79M -$193K -5,209 -7%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.7M -$785K -21,221 -23%
KAS
9
Kestra Advisory Services
Texas
$2.05M +$514K +13,897 +34%
Truist Financial
10
Truist Financial
North Carolina
$1.94M -$766K -20,681 -29%
NW
11
NewEdge Wealth
Pennsylvania
$1.91M -$39.4K -1,065 -2%
CA
12
Cetera Advisors
Colorado
$1.46M +$554K +14,967 +63%
BFG
13
Beacon Financial Group
Texas
$1.43M -$258K -6,971 -15%
AWM
14
AE Wealth Management
Kansas
$1.3M -$930K -25,112 -42%
BCM
15
Brookstone Capital Management
Illinois
$1.11M -$259 -7 -0%
CAN
16
Cetera Advisor Networks
California
$966K +$160K +4,326 +20%
CW
17
CreativeOne Wealth
Kansas
$949K -$90.4K -2,443 -9%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$898K +$74K +2,000 +9%
IWA
19
Icon Wealth Advisors
Texas
$836K
SWM
20
Spire Wealth Management
Virginia
$809K -$89.5K -2,418 -10%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$758K +$196K +5,305 +36%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$711K -$549K -14,844 -44%
CCFM
23
Clear Creek Financial Management
Washington
$675K -$348K -9,412 -34%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$628K -$87.7K -2,368 -12%
RJA
25
Raymond James & Associates
Florida
$627K -$2.04M -55,097 -77%

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.