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FT Vest US Equity Buffer ETF October
FOCT

Overview Fund Activity

82 hedge funds and large institutions have $99.9M invested in FT Vest US Equity Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 44 reducing their positions, and 11 closing their positions.

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
4
Reduced
44
Closed
11
Calls
–
Puts
$641K
Net Calls
-$641K
Net Calls Change
-$641K

Top Buyers

1
PWM
1
PRW Wealth Management
Massachusetts
$14.2M
2
GWM
2
GDS Wealth Management
Texas
$2.81M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.4M
4
PCA
4
Pallas Capital Advisors
Massachusetts
$201K
5
UBS Group
5
UBS Group
Switzerland
$153K

Top Sellers

1
3LCM
1
3D/L Capital Management
Connecticut
$1.84M
2
LAM
2
Lifestyle Asset Management
Texas
$0
3
ACG
3
Allen Capital Group
Nebraska
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.04M
5
KWS
5
Keystone Wealth Services
California
$867K
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.08M 28,728 -3,781 -12%
KAS
27
Kestra Advisory Services
Texas
$1.02M 27,128 -1,920 -7%
MOS
28
MGO One Seven
Ohio
$934K 24,757 -2,836 -10%
KWS
29
Keystone Wealth Services
California
$867K 22,977 -66,050 -74%
LSA
30
Lion Street Advisors
Texas
$773K 22,071 -3,750 -15%
PGWM
31
Pitti Group Wealth Management
New York
$750K 19,881 -76 -0.4%
TLA
32
Tanglewood Legacy Advisors
Texas
$695K 18,426 – –
KPWS
33
Kestra Private Wealth Services
Texas
$690K 18,273 -22,785 -55%
TC
34
TownSquare Capital
Utah
$664K 17,595 -7,171 -29%
CBFP
35
Cedar Brook Financial Partners
Ohio
$663K 17,577 – –
AAS
36
Ameritas Advisory Services
Nebraska
$608K 16,282 -50 -0.3%
SWM
37
SeaCrest Wealth Management
New York
$605K 16,020 – –
T
38
TRUADVICE
Florida
$596K 15,743 – –
AAS
39
Avantax Advisory Services
Texas
$564K 14,955 – –
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$554K 14,668 -2,990 -17%
MML Investors Services
41
MML Investors Services
Massachusetts
$549K 14,548 -340 -2%
IA
42
IFP Advisors
Florida
$493K 13,052 -608 -4%
FFA
43
Fragasso Financial Advisors
Pennsylvania
$454K 12,031 – –
DFA
44
DHJJ Financial Advisors
Illinois
$414K 10,960 -50 -0.5%
OWA
45
Octavia Wealth Advisors
Ohio
$409K 10,845 -619 -5%
SPIA
46
Steward Partners Investment Advisory
New York
$398K 10,535 – –
GS
47
GTS Securities
New York
$394K 10,441 +10,441 New
AIC
48
Archer Investment Corporation
Indiana
$369K 9,785 -2,624 -21%
Mariner
49
Mariner
Kansas
$361K 9,555 – –
CAAS
50
Capital Asset Advisory Services
Michigan
$349K 9,140 – –
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