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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
RFG
1
REAP Financial Group
Texas
$8.87M -$153K -4,041 -2%
PSCM
2
Per Stirling Capital Management
Texas
$8.05M -$208K -5,501 -3%
MA
3
Mutual Advisors
Nebraska
$6.64M -$408K -10,774 -6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.5M +$212K +5,586 +5%
HI
5
Harbour Investments
Wisconsin
$3.81M -$143K -3,778 -4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.21M -$579K -15,294 -15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.92M +$72.2K +1,905 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.24M -$507K -13,386 -19%
Truist Financial
9
Truist Financial
North Carolina
$1.97M -$6.37K -168 -0.3%
NW
10
NewEdge Wealth
Pennsylvania
$1.91M -$43.5K -1,147 -2%
KAS
11
Kestra Advisory Services
Texas
$1.82M -$270K -7,138 -13%
OMC
12
Old Mission Capital
Illinois
$1.3M +$1M +26,521 +366%
AWM
13
AE Wealth Management
Kansas
$1.26M -$64.3K -1,697 -5%
BCM
14
Brookstone Capital Management
Illinois
$1.14M
CFS
15
Commonwealth Financial Services
West Virginia
$1.14M +$1.12M +29,567 New
CW
16
CreativeOne Wealth
Kansas
$1.05M +$85K +2,243 +9%
Jane Street
17
Jane Street
New York
$1M +$651K +17,190 +194%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$916K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$839K +$64.9K +1,713 +9%
IWA
20
Icon Wealth Advisors
Texas
$818K -$38.5K -1,016 -5%
BFG
21
Beacon Financial Group
Texas
$723K -$730K -19,259 -51%
SWM
22
Spire Wealth Management
Virginia
$710K -$114K -3,004 -14%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$614K +$2.99K +79 +0.5%
IP
24
Ignite Planners
California
$611K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$568K -$156K -4,113 -22%

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.