FT Vest US Equity Buffer ETF October
FOCT
54 hedge funds and large institutions have $72.3M invested in FT Vest US Equity Buffer ETF October in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
41% more capital invested
Capital invested by funds: $51.1M → $72.3M (+$21.2M)
10% more funds holding
Funds holding: 49 → 54 (+5)
4% more ownership
Funds ownership: 32.95% → 36.95% (+4%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$16.2M |
| 2 |
AC
Avestar Capital
New York
|
+$4.09M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.49M |
| 4 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$1.54M |
| 5 |
Jane Street
New York
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
-$4.44M |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$1.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$906K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$804K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
51
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $42K | – | – | – |
|
|
MCC
52
Money Concepts Capital
Palm Beach Gardens,
Florida
| $24K | +$23.3K | +675 | New |
|
53
Jones Financial Companies
Des Peres,
Missouri
| $24K | +$24.2K | +700 | New |
|
|
PFS
54
Prospera Financial Services
Dallas,
Texas
| $21K | +$20.7K | +600 | New |
|
|
LC
55
Legacy CG
Plano,
Texas
| – | -$4.44M | -124,288 | Closed |
|
|
WP
56
WealthPLAN Partners
Omaha,
Nebraska
| – | -$804K | -23,105 | Closed |
|
|
SFS
57
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$363K | -10,154 | Closed |
|
|
OMC
58
Old Mission Capital
Chicago,
Illinois
| – | -$297K | -8,304 | Closed |
|
|
SCA
59
Snowden Capital Advisors
New York
| – | -$60K | -1,700 | Closed |
|
|
CFGS
60
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$4.97K | -144 | Closed |
|
|
SFPG
61
Stonebridge Financial Planning Group
Orlando,
Florida
| – | -$1K | -30 | Closed |
|
FOCT Hedge Fund Activity: Q1 2022 in Review
54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q1 2022, worth a combined $72.3M — up 41% from $51.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FOCT positions and 7 closed out — a net gain of 6 holders — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $16.2M. The largest seller was Legacy CG, exiting entirely with an estimated $4.44M sold.
- 54 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q1 2022, up from 49 in Q4 2021.
- Funds reported $72.3M of FT Vest US Equity Buffer ETF October stock for Q1 2022, up 41% quarter-over-quarter.
- 13 funds opened new FT Vest US Equity Buffer ETF October positions in Q1 2022 and 7 closed out, a net change of +6 holders.
- The largest FT Vest US Equity Buffer ETF October buyer in Q1 2022 was Beaumont Financial Advisors, an estimated $16.2M added.
- The largest FT Vest US Equity Buffer ETF October seller in Q1 2022 was Legacy CG, an estimated $4.44M sold.
Based on aggregated 13F filings for Q1 2022.