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FT Vest US Equity Buffer ETF October
FOCT

Overview Fund Activity

86 hedge funds and large institutions have $155M invested in FT Vest US Equity Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+36
Holders Change %
+72%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
47
Increased
21
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3LCM
3D/L Capital Management
Connecticut
+$26.3M
2
HI
Harbour Investments
Wisconsin
+$9.62M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.36M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.01M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.73M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$4.99M
2
PWM
PRW Wealth Management
Massachusetts
-$1.87M
3
KAS
Kestra Advisory Services
Texas
-$1.03M
4
CW
CreativeOne Wealth
Kansas
-$1.02M
5
BRWA
B. Riley Wealth Advisors
Florida
-$715K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.37M -$1.03M -31,124 -43%
MCWS
27
McKinley Carter Wealth Services
West Virginia
$1.32M +$514K +15,565 +64%
CAN
28
Cetera Advisor Networks
California
$1.17M +$1.17M +35,425 New
FPWM
29
FSB Premier Wealth Management
Iowa
$1.09M +$544K +16,485 +99%
WWM
30
Wolff Wiese Magana
California
$1.02M +$1.02M +30,950 New
MOS
31
MGO One Seven
Ohio
$1.02M +$1.02M +30,818 New
OMC
32
Old Mission Capital
Illinois
$935K -$432K -13,074 -32%
SMF
33
Sterling Manor Financial
New York
$783K +$783K +23,724 New
AAS
34
Ameritas Advisory Services
Nebraska
$750K +$253K +7,674 +51%
BRWA
35
B. Riley Wealth Advisors
Florida
$749K -$715K -21,656 -49%
PGWM
36
Pitti Group Wealth Management
New York
$659K +$339K +10,274 +106%
TLA
37
Tanglewood Legacy Advisors
Texas
$608K +$608K +18,426 New
CBFP
38
Cedar Brook Financial Partners
Ohio
$580K +$580K +17,577 New
T
39
TRUADVICE
Florida
$537K – – –
SWM
40
SeaCrest Wealth Management
New York
$529K +$529K +16,020 New
AAS
41
Avantax Advisory Services
Texas
$497K +$497K +15,058 New
MML Investors Services
42
MML Investors Services
Massachusetts
$494K +$494K +14,970 New
Wolverine Trading
43
Wolverine Trading
Illinois
$493K +$187K +5,678 +61%
FFA
44
Fragasso Financial Advisors
Pennsylvania
$402K +$23.1K +699 +6%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$400K -$86.2K -2,611 -18%
OWA
46
Octavia Wealth Advisors
Ohio
$385K +$385K +11,666 New
PWPS
47
Pinnacle Wealth Planning Services
Ohio
$384K +$384K +11,641 New
DFA
48
DHJJ Financial Advisors
Illinois
$363K +$119K +3,615 +49%
SPIA
49
Steward Partners Investment Advisory
New York
$348K +$348K +10,535 New
CAAS
50
Capital Asset Advisory Services
Michigan
$318K +$318K +9,625 New
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