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FT Vest US Equity Buffer ETF October

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

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

250% more capital invested

Capital invested by funds: $44.2M → $155M (+$111M)

72% more funds holding

Funds holding: 5086 (+36)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

26.39% more ownership

Funds ownership: 25.61%52% (+26%)

Holders
86
Holders Change
+36
Holders Change %
+72%
% of All Funds
1.38%
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
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.37M -$1.02M -31,124 -43%
MCWS
27
McKinley Carter Wealth Services
West Virginia
$1.32M +$511K +15,565 +64%
CAN
28
Cetera Advisor Networks
California
$1.17M +$1.16M +35,425 New
FPWM
29
FSB Premier Wealth Management
Iowa
$1.09M +$541K +16,485 +99%
WWM
30
Wolff Wiese Magana
California
$1.02M +$1.02M +30,950 New
MOS
31
MGO One Seven
Ohio
$1.02M +$1.01M +30,818 New
OMC
32
Old Mission Capital
Illinois
$935K -$429K -13,074 -32%
SMF
33
Sterling Manor Financial
New York
$783K +$779K +23,724 New
AAS
34
Ameritas Advisory Services
Nebraska
$750K +$252K +7,674 +51%
BRWA
35
B. Riley Wealth Advisors
Florida
$749K -$711K -21,656 -49%
PGWM
36
Pitti Group Wealth Management
New York
$659K +$337K +10,274 +106%
TLA
37
Tanglewood Legacy Advisors
Texas
$608K +$605K +18,426 New
CBFP
38
Cedar Brook Financial Partners
Ohio
$580K +$577K +17,577 New
T
39
TRUADVICE
Florida
$537K
SWM
40
SeaCrest Wealth Management
New York
$529K +$526K +16,020 New
AAS
41
Avantax Advisory Services
Texas
$497K +$495K +15,058 New
MML Investors Services
42
MML Investors Services
Massachusetts
$494K +$492K +14,970 New
Wolverine Trading
43
Wolverine Trading
Illinois
$493K +$187K +5,678 +61%
FFA
44
Fragasso Financial Advisors
Pennsylvania
$402K +$23K +699 +6%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$400K -$85.8K -2,611 -18%
OWA
46
Octavia Wealth Advisors
Ohio
$385K +$383K +11,666 New
PWPS
47
Pinnacle Wealth Planning Services
Ohio
$384K +$382K +11,641 New
DFA
48
DHJJ Financial Advisors
Illinois
$363K +$119K +3,615 +49%
SPIA
49
Steward Partners Investment Advisory
New York
$348K +$346K +10,535 New
CAAS
50
Capital Asset Advisory Services
Michigan
$318K +$316K +9,625 New

FOCT Hedge Fund Activity: Q4 2022 in Review

86 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q4 2022, worth a combined $155M — up 250% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FOCT positions and 9 closed out — a net gain of 38 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was 3D/L Capital Management, opening a new position worth an estimated $26.2M. The largest seller was HighTower Advisors, exiting entirely with an estimated $4.99M sold.

  • 86 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q4 2022, up from 50 in Q3 2022.
  • Funds reported $155M of FT Vest US Equity Buffer ETF October stock for Q4 2022, up 250% quarter-over-quarter.
  • 47 funds opened new FT Vest US Equity Buffer ETF October positions in Q4 2022 and 9 closed out, a net change of +38 holders.
  • The largest FT Vest US Equity Buffer ETF October buyer in Q4 2022 was 3D/L Capital Management, an estimated $26.2M added.
  • The largest FT Vest US Equity Buffer ETF October seller in Q4 2022 was HighTower Advisors, an estimated $4.99M sold.

Based on aggregated 13F filings for Q4 2022.