FOCT icon

FT Vest US Equity Buffer ETF October
FOCT

Overview Fund Activity

97 hedge funds and large institutions have $161M invested in FT Vest US Equity Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+22
Holders Change %
+29.33%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
32
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Americana Partners
Texas
+$16.7M
2
FD
Financial Designs
California
+$11.8M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.98M
4
LCWP
Legacy Capital Wealth Partners
Arkansas
+$7.12M
5
PFS
Prospera Financial Services
Texas
+$4.76M

Top Sellers

1
SW
SMART Wealth
Nebraska
-$1.42M
2
AWM
AE Wealth Management
Kansas
-$1.18M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$994K
4
NA
NewEdge Advisors
Louisiana
-$656K
5
AAS
Ameritas Advisory Services
Nebraska
-$609K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$484K -$13.8K -356 -3%
TC
52
TownSquare Capital
Utah
$457K -$13.7K -352 -3%
OWA
53
Octavia Wealth Advisors
Ohio
$430K +$32.3K +831 +8%
CBFP
54
Cedar Brook Financial Partners
Ohio
$405K -$256K -6,548 -39%
IFS
55
Ifrah Financial Services
Arkansas
$398K +$398K +10,223 New
KWS
56
Keystone Wealth Services
California
$394K +$42.8K +1,100 +12%
NS
57
NBC Securities
Alabama
$388K -$123K -3,173 -24%
AIC
58
Archer Investment Corporation
Indiana
$381K – – –
Mariner
59
Mariner
Kansas
$368K -$2.02K -52 -0.5%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$356K -$397K -10,206 -53%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$346K -$78.9K -2,030 -19%
GFA
62
Gallagher Fiduciary Advisors
Illinois
$339K – – –
FI
63
FWG Investments
Kentucky
$327K +$327K +8,411 New
GKWIM
64
Gerber Kawasaki Wealth & Investment Management
California
$326K +$326K +8,370 New
HF
65
HRT Financial
New York
$325K +$325K +8,367 New
JWCA
66
J.W. Cole Advisors
Florida
$320K – – –
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$300K – – –
FHC
68
First Heartland Consultants
Missouri
$294K -$407K -10,471 -58%
DFA
69
DHJJ Financial Advisors
Illinois
$273K +$33.3K +855 +14%
ACMA
70
Arbor Capital Management (Alaska)
Alaska
$270K +$270K +7,003 New
WAM
71
WealthTrust Asset Management
Florida
$269K -$29.8K -765 -10%
GEA
72
Glen Eagle Advisors
New Jersey
$262K – – –
BRWA
73
B. Riley Wealth Advisors
Florida
$253K +$253K +6,500 New
ALS
74
Andrew L. Share
$242K – – –
TFS
75
Thoroughbred Financial Services
Tennessee
$242K – – –
1 2
3
4 5