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FT Vest US Equity Buffer ETF October
FOCT

Overview Fund Activity

86 hedge funds and large institutions have $155M invested in FT Vest US Equity Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+36
Holders Change %
+72%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
47
Increased
21
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3LCM
3D/L Capital Management
Connecticut
+$26.3M
2
HI
Harbour Investments
Wisconsin
+$9.62M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.36M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.01M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.73M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$4.99M
2
PWM
PRW Wealth Management
Massachusetts
-$1.87M
3
KAS
Kestra Advisory Services
Texas
-$1.03M
4
CW
CreativeOne Wealth
Kansas
-$1.02M
5
BRWA
B. Riley Wealth Advisors
Florida
-$715K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$317K -$3.66K -111 -1%
JWCA
52
J.W. Cole Advisors
Florida
$301K -$1.65K -50 -0.5%
PFS
53
Prospera Financial Services
Texas
$294K +$294K +8,900 New
GBS
54
Gallagher Benefit Services
Illinois
$288K +$288K +8,717 New
F
55
F3Logic
Minnesota
$288K +$288K +8,717 New
IWM
56
Iams Wealth Management
Nebraska
$284K +$284K +8,596 New
PCA
57
Pallas Capital Advisors
Massachusetts
$281K -$187K -5,500 -40%
IF
58
Integrity Financial
Wyoming
$277K +$197K +5,965 +244%
CFGS
59
Concourse Financial Group Securities
Alabama
$255K +$255K +7,738 New
WAM
60
WealthTrust Asset Management
Florida
$253K +$253K +7,672 New
RA
61
RFG Advisory
Alabama
$249K -$20.4K -580 -8%
1SB
62
1ST Source Bank
Indiana
$239K – – –
LPL Financial
63
LPL Financial
California
$237K +$237K +7,184 New
TFS
64
TrustCore Financial Services
Tennessee
$234K -$466K -14,130 -67%
WFA
65
WMG Financial Advisors
Tennessee
$230K -$33K -1,000 -13%
GEA
66
Glen Eagle Advisors
New Jersey
$222K +$222K +6,730 New
Citadel Advisors
67
Citadel Advisors
Florida
$218K -$433K -13,129 -67%
ACMA
68
Arbor Capital Management (Alaska)
Alaska
$209K +$209K +6,376 New
TFS
69
Thoroughbred Financial Services
Tennessee
$205K +$205K +6,228 New
SG
70
StoneX Group
New York
$205K +$205K +6,197 New
CF
71
Centaurus Financial
California
$125K +$125K +3,801 New
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$117K +$77.2K +2,339 +194%
SWA
73
SOA Wealth Advisors
New York
$105K +$105K +3,189 New
CAL
74
Capital Analysts LLC
Pennsylvania
$93K +$93K +2,820 New
LFG
75
Larson Financial Group
Missouri
$84K -$11.3K -341 -12%
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