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FT Vest US Equity Buffer ETF October

94 hedge funds and large institutions have $103M invested in FT Vest US Equity Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 9794 (-3)

5.93% less ownership

Funds ownership: 23.06%17.13% (-5.9%)

21% less capital invested

Capital invested by funds: $131M → $103M (-$27.8M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

71% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 45

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$1.22M
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.1M +$1.09M +25,989 New
MML Investors Services
28
MML Investors Services
Massachusetts
$1.09M -$251 -6 -0%
FPWM
29
FSB Premier Wealth Management
Iowa
$862K -$32.7K -781 -4%
HI
30
Harbour Investments
Wisconsin
$785K -$252K -6,033 -25%
TLA
31
Tanglewood Legacy Advisors
Texas
$779K
KPWS
32
Kestra Private Wealth Services
Texas
$741K
SWM
33
SeaCrest Wealth Management
New York
$735K
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$716K -$35.3K -844 -5%
AAS
35
Ameritas Advisory Services
Nebraska
$706K +$6.27K +150 +0.9%
IF
36
Integrity Financial
Wyoming
$694K -$27.6K -661 -4%
JP Morgan Chase
37
JP Morgan Chase
New York
$663K +$361K +8,643 +123%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$638K -$32.5K -777 -5%
SW
39
SMART Wealth
Nebraska
$615K +$144K +3,453 +31%
SPIA
40
Steward Partners Investment Advisory
New York
$574K -$1.34K -32 -0.2%
MOS
41
MGO One Seven
Ohio
$563K -$118K -2,819 -17%
Citadel Advisors
42
Citadel Advisors
Florida
$546K -$101K -2,426 -16%
SW
43
Schulz Wealth
Texas
$542K
NA
44
NewEdge Advisors
Louisiana
$523K -$94.4K -2,258 -15%
PGWM
45
Pitti Group Wealth Management
New York
$499K
SB
46
Strategic Blueprint
Georgia
$497K -$174K -4,159 -26%
TC
47
TownSquare Capital
Utah
$482K -$3.64K -87 -0.8%
OWA
48
Octavia Wealth Advisors
Ohio
$467K
CA
49
CoreCap Advisors
Michigan
$455K +$48.6K +1,163 +12%
IA
50
IFP Advisors
Florida
$436K -$88.8K -2,123 -17%

FOCT Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q3 2024, worth a combined $103M — down 21% from $131M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FOCT and 7 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 13 added.

The largest buyer was AssetMark Inc, adding an estimated $1.97M. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $6.5M sold.

  • 94 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q3 2024, down from 97 in Q2 2024.
  • Funds reported $103M of FT Vest US Equity Buffer ETF October stock for Q3 2024, down 21% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF October positions in Q3 2024 and 10 closed out, a net change of -3 holders.
  • The largest FT Vest US Equity Buffer ETF October buyer in Q3 2024 was AssetMark Inc, an estimated $1.97M added.
  • The largest FT Vest US Equity Buffer ETF October seller in Q3 2024 was Legacy Capital Wealth Partners, an estimated $6.5M sold.

Based on aggregated 13F filings for Q3 2024.