FT Vest US Equity Buffer ETF October
FOCT
96 hedge funds and large institutions have $150M invested in FT Vest US Equity Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 11 closing their positions.
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
1% less funds holding
Funds holding: 97 → 96 (-1)
6.36% less ownership
Funds ownership: 34.83% → 28.46% (-6.4%)
7% less capital invested
Capital invested by funds: $161M → $150M (-$11.6M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
53% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.43M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.14M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$995K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$834K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Americana Partners
Houston,
Texas
|
-$16.7M |
| 2 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$7.12M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.26M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.21M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFS
101
Ifrah Financial Services
Little Rock,
Arkansas
| – | -$398K | -10,223 | Closed |
|
102
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$356K | -9,143 | Closed |
|
|
HF
103
HRT Financial
New York
| – | -$325K | -8,367 | Closed |
|
|
BRWA
104
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$253K | -6,500 | Closed |
|
|
OMC
105
Old Mission Capital
Chicago,
Illinois
| – | -$241K | -6,190 | Closed |
|
|
SAI
106
Savvy Advisors Inc
New York
| – | -$208K | -5,340 | Closed |
|
107
Wells Fargo
San Francisco,
California
| – | -$23.3K | -600 | Closed |
|
FOCT Hedge Fund Activity: Q1 2024 in Review
96 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q1 2024, worth a combined $150M — down 7.2% from $161M a quarter earlier.
Fund positioning in FOCT was balanced in Q1 2024: 11 funds opened new positions, 11 closed out, 18 added to existing stakes and 38 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $5.7M. The largest seller was Americana Partners, exiting entirely with an estimated $16.7M sold.
- 96 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q1 2024, down from 97 in Q4 2023.
- Funds reported $150M of FT Vest US Equity Buffer ETF October stock for Q1 2024, down 7.2% quarter-over-quarter.
- 11 funds opened new FT Vest US Equity Buffer ETF October positions in Q1 2024 and 11 closed out, a net change of 0 holders.
- The largest FT Vest US Equity Buffer ETF October buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.7M added.
- The largest FT Vest US Equity Buffer ETF October seller in Q1 2024 was Americana Partners, an estimated $16.7M sold.
Based on aggregated 13F filings for Q1 2024.