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FT Vest US Equity Buffer ETF October

86 hedge funds and large institutions have $155M invested in FT Vest US Equity Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

250% more capital invested

Capital invested by funds: $44.2M → $155M (+$111M)

72% more funds holding

Funds holding: 5086 (+36)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

26.39% more ownership

Funds ownership: 25.61%52% (+26%)

Holders
86
Holders Change
+36
Holders Change %
+72%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
21
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$76.9K +$126K +3,829 New
GRP
77
Global Retirement Partners
California
$76.8K +$76.4K +2,327 New
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.6K +$53.4K +1,625 New
AIP
79
Ameritas Investment Partners
Nebraska
$52.8K
AA
80
AlphaMark Advisors
Kentucky
$43K
JP Morgan Chase
81
JP Morgan Chase
New York
$34K +$33.5K +1,021 New
MCC
82
Money Concepts Capital
Florida
$23.3K +$23.2K +706 New
CIAS
83
Capital Investment Advisory Services
North Carolina
$20.8K +$20.7K +630 New
TWM
84
Tradition Wealth Management
Minnesota
$10K +$9.99K +304 New
S
85
SignatureFD
Georgia
$4.59K +$4.57K +139 New
AWM
86
Accel Wealth Management
Iowa
$1.65K +$1.64K +50 New
HighTower Advisors
87
HighTower Advisors
Illinois
-$4.99M -162,115 Closed
PWM
88
PRW Wealth Management
Massachusetts
-$1.87M -60,583 Closed
CW
89
CreativeOne Wealth
Kansas
-$1.02M -33,012 Closed
MFGM
90
Marshall Financial Group (Maryland)
Maryland
-$710K -23,015 Closed
APW
91
Aurora Private Wealth
New Jersey
-$508K -16,472 Closed
GM
92
GeoWealth Management
Illinois
-$243K -7,874 Closed
SCA
93
Sage Capital Advisors
South Dakota
-$243K -7,874 Closed
LNC
94
Lincoln National Corp
Pennsylvania
-$207K -6,700 Closed
UBS Group
95
UBS Group
Switzerland
-$47K -1,516 Closed

FOCT Hedge Fund Activity: Q4 2022 in Review

86 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q4 2022, worth a combined $155M — up 250% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FOCT positions and 9 closed out — a net gain of 38 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was 3D/L Capital Management, opening a new position worth an estimated $26.2M. The largest seller was HighTower Advisors, exiting entirely with an estimated $4.99M sold.

  • 86 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q4 2022, up from 50 in Q3 2022.
  • Funds reported $155M of FT Vest US Equity Buffer ETF October stock for Q4 2022, up 250% quarter-over-quarter.
  • 47 funds opened new FT Vest US Equity Buffer ETF October positions in Q4 2022 and 9 closed out, a net change of +38 holders.
  • The largest FT Vest US Equity Buffer ETF October buyer in Q4 2022 was 3D/L Capital Management, an estimated $26.2M added.
  • The largest FT Vest US Equity Buffer ETF October seller in Q4 2022 was HighTower Advisors, an estimated $4.99M sold.

Based on aggregated 13F filings for Q4 2022.