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FT Vest US Equity Buffer ETF October
FOCT

Overview Fund Activity

128 hedge funds and large institutions have $231M invested in FT Vest US Equity Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 45 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+34
Holders Change %
+36.17%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
41
Increased
45
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.2M
3
BFG
Bleakley Financial Group
New Jersey
+$11.5M
4
CW
CreativeOne Wealth
Kansas
+$7.43M
5
WIM
WealthPlan Investment Management
Nebraska
+$6.67M

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$4.98M
2
EFL
ERn Financial LLC
Wisconsin
-$2.8M
3
Jane Street
Jane Street
New York
-$1.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$620K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
26
Insigneo Advisory Services
Florida
$1.81M +$1.81M +42,512 New
FFA
27
Fragasso Financial Advisors
Pennsylvania
$1.76M +$85.2K +1,998 +5%
Truist Financial
28
Truist Financial
North Carolina
$1.73M +$149K +3,489 +9%
FI
29
FWG Investments
Kentucky
$1.62M +$1.27M +29,841 +363%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.62M +$1.33M +31,222 +458%
AWM
31
AE Wealth Management
Kansas
$1.58M -$6.18K -145 -0.4%
SW
32
SMART Wealth
Nebraska
$1.57M +$951K +22,316 +153%
MCWS
33
McKinley Carter Wealth Services
West Virginia
$1.57M -$1.49K -35 -0.1%
OIA
34
OneDigital Investment Advisors
Kansas
$1.56M -$454K -10,641 -23%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.43M +$789K +18,509 +123%
BCM
36
Brookstone Capital Management
Illinois
$1.26M +$31K +727 +3%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.2M +$477K +11,195 +66%
HIS
38
Harvest Investment Services
Illinois
$1.14M +$1.14M +26,657 New
FPWM
39
FSB Premier Wealth Management
Iowa
$1M +$133K +3,129 +15%
AAS
40
Ameritas Advisory Services
Nebraska
$987K +$275K +6,442 +39%
AI
41
Atria Investments
North Carolina
$944K +$944K +22,146 New
IF
42
Integrity Financial
Wyoming
$848K +$148K +3,463 +21%
TLA
43
Tanglewood Legacy Advisors
Texas
$786K – – –
KPWS
44
Kestra Private Wealth Services
Texas
$769K +$21.3K +500 +3%
SWM
45
SeaCrest Wealth Management
New York
$741K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$716K +$136K +3,198 +24%
Citadel Advisors
47
Citadel Advisors
Florida
$679K +$129K +3,022 +23%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$656K +$539K +12,635 +457%
KWS
49
Keystone Wealth Services
California
$645K +$213K +4,995 +49%
CF
50
Centaurus Financial
California
$564K +$564K +13,237 New
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