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FT Vest US Equity Buffer ETF October

94 hedge funds and large institutions have $103M invested in FT Vest US Equity Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 9794 (-3)

5.93% less ownership

Funds ownership: 23.06%17.13% (-5.9%)

21% less capital invested

Capital invested by funds: $131M → $103M (-$27.8M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

71% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 45

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
51
Keystone Wealth Services
California
$428K
AIC
52
Archer Investment Corporation
Indiana
$413K
Mariner
53
Mariner
Kansas
$393K -$6.27K -150 -2%
GFA
54
Gallagher Fiduciary Advisors
Illinois
$367K
NS
55
NBC Securities
Alabama
$363K -$5.56K -133 -2%
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$354K
JWCA
57
J.W. Cole Advisors
Florida
$347K +$7.95K +190 +2%
FI
58
FWG Investments
Kentucky
$347K -$31.6K -755 -8%
FFS
59
Founders Financial Securities
Maryland
$343K +$339K +8,111 New
TA
60
TFB Advisors
Kansas
$342K +$80.4K +1,922 +31%
MWM
61
Meridian Wealth Management
Kentucky
$337K
SA
62
Sanctuary Advisors
Indiana
$329K +$108K +2,579 +51%
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$314K -$12.1K -289 -4%
MA
64
Mutual Advisors
Nebraska
$306K +$303K +7,238 New
ACMA
65
Arbor Capital Management (Alaska)
Alaska
$292K -$2.17K -52 -0.7%
WAM
66
WealthTrust Asset Management
Florida
$292K
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$288K -$3.35K -80 -1%
BPA
68
Beacon Pointe Advisors
California
$286K -$46K -1,100 -14%
FHC
69
First Heartland Consultants
Missouri
$285K -$198K -4,728 -41%
GEA
70
Glen Eagle Advisors
New Jersey
$284K
PCG
71
Prosperity Consulting Group
Maryland
$278K +$275K +6,571 New
SEIA
72
Signature Estate & Investment Advisors
California
$269K
ALS
73
Andrew L. Share
$263K
TFS
74
Thoroughbred Financial Services
Tennessee
$263K
CW
75
CreativeOne Wealth
Kansas
$253K -$680K -16,260 -73%

FOCT Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q3 2024, worth a combined $103M — down 21% from $131M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FOCT and 7 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 13 added.

The largest buyer was AssetMark Inc, adding an estimated $1.97M. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $6.5M sold.

  • 94 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q3 2024, down from 97 in Q2 2024.
  • Funds reported $103M of FT Vest US Equity Buffer ETF October stock for Q3 2024, down 21% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF October positions in Q3 2024 and 10 closed out, a net change of -3 holders.
  • The largest FT Vest US Equity Buffer ETF October buyer in Q3 2024 was AssetMark Inc, an estimated $1.97M added.
  • The largest FT Vest US Equity Buffer ETF October seller in Q3 2024 was Legacy Capital Wealth Partners, an estimated $6.5M sold.

Based on aggregated 13F filings for Q3 2024.