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FT Vest US Equity Buffer ETF October
FOCT

Overview Fund Activity

97 hedge funds and large institutions have $131M invested in FT Vest US Equity Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
13
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
+$6.5M
2
AssetMark Inc
AssetMark Inc
California
+$983K
3
Citadel Advisors
Citadel Advisors
Florida
+$637K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$483K
5
MWM
Meridian Wealth Management
Kentucky
+$332K

Top Sellers

1
FD
Financial Designs
California
-$12.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.83M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.89M
4
EFL
ERn Financial LLC
Wisconsin
-$1.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$675K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
76
TFB Advisors
Kansas
$257K +$257K +6,175 New
BFA
77
Beacon Financial Advisory
Ohio
$228K – – –
SG
78
StoneX Group
New York
$221K +$221K +5,315 New
FNWA
79
Financial Network Wealth Advisors
Utah
$219K – – –
BCI
80
Brinker Capital Investments
Pennsylvania
$215K – – –
OPS
81
Orion Portfolio Solutions
Nebraska
$215K – – –
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$214K +$214K +5,152 New
SA
83
Sanctuary Advisors
Indiana
$206K +$206K +5,090 New
TCA
84
Transcend Capital Advisors
New Jersey
$204K +$204K +4,900 New
CFGS
85
Concourse Financial Group Securities
Alabama
$113K – – –
AIP
86
Ameritas Investment Partners
Nebraska
$87.6K +$6.65K +160 +8%
SS
87
Sunbelt Securities
Texas
$84.1K -$29.8K -718 -26%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$51K +$51K +1,227 New
LFG
89
Larson Financial Group
Missouri
$44K – – –
UBS Group
90
UBS Group
Switzerland
$37.1K +$24.3K +585 +191%
Bank of America
91
Bank of America
North Carolina
$31K – – –
CIAS
92
Capital Investment Advisory Services
North Carolina
$26.2K – – –
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1K – – –
CJ
94
Caitlin John
Michigan
$16.8K – – –
TAM
95
Tucker Asset Management
Colorado
$9.85K – – –
EWM
96
EPG Wealth Management
Georgia
$5.69K -$5.56K -137 Closed
CAS
97
Coppell Advisory Solutions
Texas
$4.15K +$4.15K +100 New
FHC
98
First Heartland Consultants
Missouri
$476 +$16 +375 +3%
FD
99
Financial Designs
California
– -$12.2M -300,994 Closed
BFG
100
Beacon Financial Group
Texas
– -$397K -9,789 Closed
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4
5