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FT Vest US Equity Buffer ETF October

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: 94129 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$374K -$4.99M -116,864 -93%
PCG
77
Prosperity Consulting Group
Maryland
$363K +$83.1K +1,946 +30%
Mariner
78
Mariner
Kansas
$358K -$38.9K -910 -10%
FLP
79
Financial Life Planners
Arizona
$352K +$352K +8,249 New
JWCA
80
J.W. Cole Advisors
Florida
$351K
TC
81
TownSquare Capital
Utah
$349K -$138K -3,223 -28%
MWM
82
Meridian Wealth Management
Kentucky
$340K
GKWIM
83
Gerber Kawasaki Wealth & Investment Management
California
$322K -$34.8K -815 -10%
MA
84
Mutual Advisors
Nebraska
$312K
WAM
85
WealthTrust Asset Management
Florida
$294K
BPA
86
Beacon Pointe Advisors
California
$288K
GEA
87
Glen Eagle Advisors
New Jersey
$287K
HighTower Advisors
88
HighTower Advisors
Illinois
$286K +$287K +6,719 New
CFGS
89
Concourse Financial Group Securities
Alabama
$286K +$164K +3,846 +142%
SA
90
Sanctuary Advisors
Indiana
$274K -$58.9K -1,379 -18%
LBC
91
Leigh Baldwin & Co
New York
$273K +$273K +6,400 New
SEIA
92
Signature Estate & Investment Advisors
California
$271K
ALS
93
Andrew L. Share
$266K
TFS
94
Thoroughbred Financial Services
Tennessee
$265K
BCI
95
Brinker Capital Investments
Pennsylvania
$254K +$254K +5,948 New
OPS
96
Orion Portfolio Solutions
Nebraska
$254K +$254K +5,948 New
DFA
97
DHJJ Financial Advisors
Illinois
$242K -$4.91K -115 -2%
BFA
98
Beacon Financial Advisory
Ohio
$234K
RFG
99
Range Financial Group
Oregon
$234K +$234K +5,483 New
UCFA
100
United Capital Financial Advisors
Texas
$231K +$231K +5,417 New

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.