FT Vest US Equity Buffer ETF October
FOCT
75 hedge funds and large institutions have $71.3M invested in FT Vest US Equity Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 38 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 82 → 75 (-7)
15.11% less ownership
Funds ownership: 41.5% → 26.39% (-15%)
29% less capital invested
Capital invested by funds: $99.9M → $71.3M (-$28.6M)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
76% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$682K |
| 2 |
LPL Financial
San Diego,
California
|
+$569K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$415K |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$334K |
| 5 |
ALS
Andrew L. Share
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$20M |
| 2 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
-$2.81M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.46M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.18M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.1M |
FOCT Hedge Fund Activity: Q3 2023 in Review
75 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q3 2023, worth a combined $71.3M — down 29% from $99.9M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FOCT and 7 opened new positions — a net loss of 7 holders — while 38 trimmed existing stakes and 9 added.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $682K. The largest seller was PRW Wealth Management, cutting an estimated $20M.
- 75 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q3 2023, down from 82 in Q2 2023.
- Funds reported $71.3M of FT Vest US Equity Buffer ETF October stock for Q3 2023, down 29% quarter-over-quarter.
- 7 funds opened new FT Vest US Equity Buffer ETF October positions in Q3 2023 and 14 closed out, a net change of -7 holders.
- The largest FT Vest US Equity Buffer ETF October buyer in Q3 2023 was First Heartland Consultants, an estimated $682K added.
- The largest FT Vest US Equity Buffer ETF October seller in Q3 2023 was PRW Wealth Management, an estimated $20M sold.
Based on aggregated 13F filings for Q3 2023.