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FT Vest US Equity Buffer ETF October
FOCT

Overview Fund Activity

97 hedge funds and large institutions have $161M invested in FT Vest US Equity Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+22
Holders Change %
+29.33%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
32
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Americana Partners
Texas
+$16.7M
2
FD
Financial Designs
California
+$11.8M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.98M
4
LCWP
Legacy Capital Wealth Partners
Arkansas
+$7.12M
5
PFS
Prospera Financial Services
Texas
+$4.76M

Top Sellers

1
SW
SMART Wealth
Nebraska
-$1.42M
2
AWM
AE Wealth Management
Kansas
-$1.18M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$994K
4
NA
NewEdge Advisors
Louisiana
-$656K
5
AAS
Ameritas Advisory Services
Nebraska
-$609K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.5M +$244K +6,276 +19%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.47M -$323K -8,308 -18%
WWM
28
Wolff Wiese Magana
California
$1.45M +$289K +7,422 +25%
MCWS
29
McKinley Carter Wealth Services
West Virginia
$1.37M -$73.9K -1,900 -5%
FPWM
30
FSB Premier Wealth Management
Iowa
$1.18M -$82.1K -2,111 -7%
BCM
31
Brookstone Capital Management
Illinois
$1.12M +$1.12M +28,811 New
MML Investors Services
32
MML Investors Services
Massachusetts
$1M +$465K +11,958 +86%
KPWS
33
Kestra Private Wealth Services
Texas
$955K +$144K +3,700 +18%
CAL
34
Capital Analysts LLC
Pennsylvania
$901K +$849K +21,830 +1,635%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$889K -$994K -25,553 -53%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$859K +$583K +15,000 +212%
SB
37
Strategic Blueprint
Georgia
$851K +$851K +21,870 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$805K +$313K +8,040 +64%
NA
39
NewEdge Advisors
Louisiana
$782K -$656K -16,671 -46%
TLA
40
Tanglewood Legacy Advisors
Texas
$717K – – –
IF
41
Integrity Financial
Wyoming
$679K +$388K +9,971 +133%
SWM
42
SeaCrest Wealth Management
New York
$672K +$52.7K +1,363 +9%
SPIA
43
Steward Partners Investment Advisory
New York
$667K +$460K +11,836 +222%
MOS
44
MGO One Seven
Ohio
$648K +$16K +411 +3%
AAS
45
Avantax Advisory Services
Texas
$586K +$32.5K +835 +6%
MWM
46
Meridian Wealth Management
Kentucky
$582K +$582K +14,966 New
BFG
47
Beacon Financial Group
Texas
$563K +$563K +14,477 New
Goldman Sachs
48
Goldman Sachs
New York
$536K +$536K +13,785 New
SW
49
Schulz Wealth
Texas
$525K +$525K +13,507 New
PGWM
50
Pitti Group Wealth Management
New York
$499K -$30.7K -790 -6%
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