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DOCT

FT Vest US Equity Deep Buffer ETF October

61 hedge funds and large institutions have $61.8M invested in FT Vest US Equity Deep Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% less ownership

Funds ownership: 36.68%35.61% (-1.1%)

6% less funds holding

Funds holding: 6561 (-4)

10% less capital invested

Capital invested by funds: $68.8M → $61.8M (-$6.91M)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1
REAP Financial Group
Texas
$8.54M -$469K -12,118 -5%
PSCM
2
Per Stirling Capital Management
Texas
$8.19M +$8.39K +217 +0.1%
MA
3
Mutual Advisors
Nebraska
$6.46M -$250K -6,478 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.08M +$114K +2,950 +4%
HI
5
Harbour Investments
Wisconsin
$2.27M -$1.59M -41,033 -41%
Truist Financial
6
Truist Financial
North Carolina
$1.95M -$56.6K -1,465 -3%
NW
7
NewEdge Wealth
Pennsylvania
$1.89M -$43.7K -1,130 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.87M -$404K -10,457 -18%
CFS
9
Commonwealth Financial Services
West Virginia
$1.78M +$623K +16,123 +55%
KAS
10
Kestra Advisory Services
Texas
$1.74M -$112K -2,891 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.64M -$2.91M -75,263 -64%
LC
12
LCNB Corp
Ohio
$1.36M +$1.35M +34,935 New
AWM
13
AE Wealth Management
Kansas
$1.2M -$80.5K -2,083 -6%
BCM
14
Brookstone Capital Management
Illinois
$1.15M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.11M +$534K +13,804 +94%
1SB
16
1ST Source Bank
Indiana
$1.08M +$1.07M +27,673 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$981K +$127K +3,289 +15%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$939K -$2.31M -59,673 -71%
MCWS
19
McKinley Carter Wealth Services
West Virginia
$931K
IWA
20
Icon Wealth Advisors
Texas
$828K
SAW
21
Signal Advisors Wealth
Michigan
$797K +$336K +8,691 +74%
BFG
22
Beacon Financial Group
Texas
$735K
SW
23
SMART Wealth
Nebraska
$686K +$177K +4,568 +35%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$668K +$42.9K +1,110 +7%
IP
25
Ignite Planners
California
$620K

DOCT Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF October (DOCT) for Q3 2024, worth a combined $61.8M — down 10% from $68.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DOCT and 5 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 16 added.

The largest buyer was LCNB Corp, opening a new position worth an estimated $1.35M. The largest seller was Envestnet Asset Management, cutting an estimated $2.91M.

  • 61 institutional investors held FT Vest US Equity Deep Buffer ETF October (DOCT) as of Q3 2024, down from 65 in Q2 2024.
  • Funds reported $61.8M of FT Vest US Equity Deep Buffer ETF October stock for Q3 2024, down 10% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Deep Buffer ETF October positions in Q3 2024 and 9 closed out, a net change of -4 holders.
  • The largest FT Vest US Equity Deep Buffer ETF October buyer in Q3 2024 was LCNB Corp, an estimated $1.35M added.
  • The largest FT Vest US Equity Deep Buffer ETF October seller in Q3 2024 was Envestnet Asset Management, an estimated $2.91M sold.

Based on aggregated 13F filings for Q3 2024.