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FT Vest US Equity Buffer ETF October
FOCT

Overview Fund Activity

82 hedge funds and large institutions have $99.9M invested in FT Vest US Equity Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 44 reducing their positions, and 11 closing their positions.

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
4
Reduced
44
Closed
11
Calls
–
Puts
$641K
Net Calls
-$641K
Net Calls Change
-$641K

Top Buyers

1
PWM
1
PRW Wealth Management
Massachusetts
$14.2M
2
GWM
2
GDS Wealth Management
Texas
$2.81M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.4M
4
PCA
4
Pallas Capital Advisors
Massachusetts
$201K
5
UBS Group
5
UBS Group
Switzerland
$153K

Top Sellers

1
3LCM
1
3D/L Capital Management
Connecticut
$1.84M
2
LAM
2
Lifestyle Asset Management
Texas
$0
3
ACG
3
Allen Capital Group
Nebraska
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.04M
5
KWS
5
Keystone Wealth Services
California
$867K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$342K 9,067 +1,216 +15%
GFA
52
Gallagher Fiduciary Advisors
Illinois
$329K 8,717 – –
IF
53
Integrity Financial
Wyoming
$317K 8,406 – –
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$316K 8,380 -4,920 -37%
JWCA
55
J.W. Cole Advisors
Florida
$311K 8,233 -100 -1%
WAM
56
WealthTrust Asset Management
Florida
$290K 7,672 – –
1SB
57
1ST Source Bank
Indiana
$274K 7,248 – –
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$268K 7,090 – –
RA
59
RFG Advisory
Alabama
$257K 6,800 -284 -4%
GEA
60
Glen Eagle Advisors
New Jersey
$254K 6,730 – –
TFS
61
Thoroughbred Financial Services
Tennessee
$235K 6,228 – –
ACMA
62
Arbor Capital Management (Alaska)
Alaska
$226K 5,999 -218 -4%
BFA
63
Beacon Financial Advisory
Ohio
$226K 5,990 – –
Citadel Advisors
64
Citadel Advisors
Florida
$203K 5,381 -1,052 -16%
PCA
65
Pallas Capital Advisors
Massachusetts
$201K 5,250 +5,250 New
SS
66
Sunbelt Securities
Texas
$163K 4,317 – –
UBS Group
67
UBS Group
Switzerland
$153K 4,059 +2,426 +149%
SWA
68
SOA Wealth Advisors
New York
$120K 3,189 – –
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$115K 3,039 – –
CFGS
70
Concourse Financial Group Securities
Alabama
$74.4K 1,972 -9,123 -82%
LFG
71
Larson Financial Group
Missouri
$74.2K 1,966 – –
AIP
72
Ameritas Investment Partners
Nebraska
$60.4K 1,600 – –
PIAS
73
PCA Investment Advisory Services
Ohio
$60.4K 1,600 +1,600 New
CAL
74
Capital Analysts LLC
Pennsylvania
$50K 1,335 – –
AA
75
AlphaMark Advisors
Kentucky
$30K 800 -500 -38%
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3
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