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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
DFA
76
DHJJ Financial Advisors
Illinois
$244K -$52.3K -1,250 -18%
BFA
77
Beacon Financial Advisory
Ohio
$232K
TCA
78
Transcend Capital Advisors
New Jersey
$207K
UBS Group
79
UBS Group
Switzerland
$197K +$157K +3,760 +422%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$117K +$64.2K +1,536 +125%
CFGS
81
Concourse Financial Group Securities
Alabama
$115K
AIP
82
Ameritas Investment Partners
Nebraska
$99.7K +$10.5K +250 +12%
FNWA
83
Financial Network Wealth Advisors
Utah
$93.8K -$127K -3,048 -58%
CAL
84
Capital Analysts LLC
Pennsylvania
$88K -$860K -20,572 -91%
SS
85
Sunbelt Securities
Texas
$85.5K
LFG
86
Larson Financial Group
Missouri
$44.8K
Barclays
87
Barclays
United Kingdom
$44.5K +$44K +1,053 New
Bank of America
88
Bank of America
North Carolina
$31.5K
CIAS
89
Capital Investment Advisory Services
North Carolina
$26.6K
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.5K
CJ
91
Caitlin John
Michigan
$17.4K
TAM
92
Tucker Asset Management
Colorado
$10K
EWM
93
EPG Wealth Management
Georgia
$5.79K +$5.73K +137 New
CAS
94
Coppell Advisory Solutions
Texas
$4.23K
LCWP
95
Legacy Capital Wealth Partners
Arkansas
-$6.5M -156,369 Closed
WWM
96
Wolff Wiese Magana
California
-$1.46M -35,076 Closed
AI
97
Atria Investments
North Carolina
-$522K -12,572 Closed
SCA
98
Sage Capital Advisors
South Dakota
-$462K -11,121 Closed
AAS
99
Avantax Advisory Services
Texas
-$384K -9,247 Closed
BRWA
100
B. Riley Wealth Advisors
Florida
-$270K -6,500 Closed

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.