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FT Vest US Equity Buffer ETF October
FOCT

Overview Fund Activity

97 hedge funds and large institutions have $131M invested in FT Vest US Equity Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
13
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
+$6.5M
2
AssetMark Inc
AssetMark Inc
California
+$983K
3
Citadel Advisors
Citadel Advisors
Florida
+$637K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$483K
5
MWM
Meridian Wealth Management
Kentucky
+$332K

Top Sellers

1
FD
Financial Designs
California
-$12.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.83M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.89M
4
EFL
ERn Financial LLC
Wisconsin
-$1.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$675K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$1.2M -$2.5K -60 -0.2%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.08M -$1.29K -31 -0.1%
HI
28
Harbour Investments
Wisconsin
$1.02M -$495K -11,917 -33%
AssetMark Inc
29
AssetMark Inc
California
$983K +$983K +23,662 New
CAL
30
Capital Analysts LLC
Pennsylvania
$941K – – –
CW
31
CreativeOne Wealth
Kansas
$924K +$52.6K +1,266 +6%
FPWM
32
FSB Premier Wealth Management
Iowa
$880K -$395K -9,509 -31%
TLA
33
Tanglewood Legacy Advisors
Texas
$765K – – –
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$739K -$128K -3,080 -15%
KPWS
35
Kestra Private Wealth Services
Texas
$729K -$236K -5,675 -24%
SWM
36
SeaCrest Wealth Management
New York
$722K – – –
IF
37
Integrity Financial
Wyoming
$710K -$6.61K -159 -0.9%
AAS
38
Ameritas Advisory Services
Nebraska
$688K – – –
MOS
39
MGO One Seven
Ohio
$670K +$1.41K +34 +0.2%
SB
40
Strategic Blueprint
Georgia
$662K -$187K -4,512 -22%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$659K -$96.2K -2,315 -13%
Citadel Advisors
42
Citadel Advisors
Florida
$637K +$637K +15,340 New
NA
43
NewEdge Advisors
Louisiana
$608K -$64.5K -1,553 -10%
SPIA
44
Steward Partners Investment Advisory
New York
$566K – – –
SW
45
Schulz Wealth
Texas
$533K – – –
AI
46
Atria Investments
North Carolina
$522K -$518K -12,464 -50%
IA
47
IFP Advisors
Florida
$517K – – –
PGWM
48
Pitti Group Wealth Management
New York
$499K – – –
TC
49
TownSquare Capital
Utah
$478K -$3.12K -75 -0.6%
SCA
50
Sage Capital Advisors
South Dakota
$462K -$23.6K -569 -5%
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