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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 %
OMC
76
Old Mission Capital
Illinois
$241K +$241K +6,190 New
KWA
77
Kingswood Wealth Advisors
California
$221K +$221K +5,693 New
BFA
78
Beacon Financial Advisory
Ohio
$214K +$214K +5,500 New
SAI
79
Savvy Advisors Inc
New York
$208K +$208K +5,340 New
FNWA
80
Financial Network Wealth Advisors
Utah
$205K +$205K +5,268 New
CA
81
CoreCap Advisors
Michigan
$201K +$201K +5,181 New
OPS
82
Orion Portfolio Solutions
Nebraska
$201K -$20K -514 -9%
BCI
83
Brinker Capital Investments
Pennsylvania
$201K -$20K -514 -9%
SS
84
Sunbelt Securities
Texas
$168K – – –
CFGS
85
Concourse Financial Group Securities
Alabama
$105K +$37.8K +971 +56%
UBS Group
86
UBS Group
Switzerland
$94.6K +$94.6K +2,433 New
CPA
87
Clear Point Advisors
New York
$85.1K +$85.1K +2,187 New
AIP
88
Ameritas Investment Partners
Nebraska
$75.8K +$13.6K +350 +22%
LFG
89
Larson Financial Group
Missouri
$72K – – –
Bank of America
90
Bank of America
North Carolina
$29K – – –
CIAS
91
Capital Investment Advisory Services
North Carolina
$24.5K – – –
Wells Fargo
92
Wells Fargo
California
$23.3K +$23.3K +600 New
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.6K – – –
CJ
94
Caitlin John
Michigan
$15.7K +$15.7K +404 New
TAM
95
Tucker Asset Management
Colorado
$9.22K – – –
EWM
96
EPG Wealth Management
Georgia
$5.43K – – –
CAS
97
Coppell Advisory Solutions
Texas
$3.89K +$3.89K +100 New
SW
98
SMART Wealth
Nebraska
– -$1.42M -38,769 Closed
3LCM
99
3D/L Capital Management
Connecticut
– -$806K -22,069 Closed
AAS
100
Ameritas Advisory Services
Nebraska
– -$609K -16,562 Closed
1 2 3
4
5