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FT Vest US Equity Buffer ETF October
FOCT

129 hedge funds and large institutions have $232M invested in FT Vest US Equity Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 45 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

740% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 5

126% more capital invested

Capital invested by funds: $103M → $232M (+$130M)

105% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 22

37% more funds holding

Funds holding: 94 → 129 (+35)

10.75% more ownership

Funds ownership: 17.13% → 27.89% (+11%)

Holders
129
Holders Change
+35
Holders Change %
+37.23%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
45
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.2M
3
BFG
Bleakley Financial Group
New Jersey
+$11.6M
4
CW
CreativeOne Wealth
Kansas
+$7.45M
5
WIM
WealthPlan Investment Management
Nebraska
+$6.68M

Top Sellers

Rank Fund Capital Flow
1
PFS
Prospera Financial Services
Texas
-$4.99M
2
EFL
ERn Financial LLC
Wisconsin
-$2.8M
3
Jane Street
Jane Street
New York
-$1.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$622K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
51
Centaurus Financial
California
$564K +$566K +13,237 New
FFS
52
Founders Financial Securities
Maryland
$559K +$214K +5,004 +62%
OMC
53
Old Mission Capital
Illinois
$553K +$555K +12,982 New
SW
54
Schulz Wealth
Texas
$549K +$1.5K +35 +0.3%
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$539K +$222K +5,200 +70%
TA
56
TFB Advisors
Kansas
$536K +$191K +4,471 +55%
NA
57
NewEdge Advisors
Louisiana
$528K +$854 +20 +0.2%
PGWM
58
Pitti Group Wealth Management
New York
$528K -$19.7K -460 -4%
CA
59
CoreCap Advisors
Michigan
$527K +$68.2K +1,596 +15%
HI
60
Harbour Investments
Wisconsin
$517K -$275K -6,442 -35%
SAI
61
Savvy Advisors Inc
New York
$513K +$514K +12,040 New
SB
62
Strategic Blueprint
Georgia
$494K -$7.48K -175 -1%
GFA
63
Gallagher Fiduciary Advisors
Illinois
$484K +$114K +2,660 +31%
First Trust Advisors
64
First Trust Advisors
Illinois
$477K +$478K +11,178 New
OWA
65
Octavia Wealth Advisors
Ohio
$446K -$24.6K -577 -5%
IA
66
IFP Advisors
Florida
$440K +$427 +10 +0.1%
ATPW
67
Ashton Thomas Private Wealth
Arizona
$431K +$432K +10,118 New
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$418K +$419K +9,815 New
ACMA
69
Arbor Capital Management (Alaska)
Alaska
$409K +$108K +2,528 +37%
NWWA
70
New Wave Wealth Advisors
Arkansas
$401K +$402K +9,400 New
AAS
71
Avantax Advisory Services
Texas
$399K +$400K +9,355 New
HIM
72
Hanlon Investment Management
New Jersey
$397K +$398K +9,310 New
SWP
73
Semus Wealth Partners
Florida
$394K +$394K +9,234 New
KWA
74
Kingswood Wealth Advisors
California
$388K +$389K +9,096 New
AIC
75
Archer Investment Corporation
Indiana
$385K -$32K -750 -8%
1 2
3
4 5

FOCT Hedge Fund Activity: Q4 2024 in Review

129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q4 2024, worth a combined $232M — up 126% from $103M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FOCT positions and 5 closed out — a net gain of 37 holders — while 45 added to existing stakes and 22 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21M. The largest seller was Prospera Financial Services, cutting an estimated $4.99M.

  • 129 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $232M of FT Vest US Equity Buffer ETF October stock for Q4 2024, up 126% quarter-over-quarter.
  • 42 funds opened new FT Vest US Equity Buffer ETF October positions in Q4 2024 and 5 closed out, a net change of +37 holders.
  • The largest FT Vest US Equity Buffer ETF October buyer in Q4 2024 was Envestnet Asset Management, an estimated $21M added.
  • The largest FT Vest US Equity Buffer ETF October seller in Q4 2024 was Prospera Financial Services, an estimated $4.99M sold.

Based on aggregated 13F filings for Q4 2024.