FT Vest US Equity Buffer ETF October
FOCT
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.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
1% more funds holding
Funds holding: 96 → 97 (+1)
5.4% less ownership
Funds ownership: 28.46% → 23.06% (-5.4%)
13% less capital invested
Capital invested by funds: $150M → $131M (-$19M)
66% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 38
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$6.39M |
| 2 |
AssetMark Inc
Concord,
California
|
+$967K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$627K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$475K |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$326K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FD
Financial Designs
Claremont,
California
|
-$12.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.75M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.86M |
| 4 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
-$1.19M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$663K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
101
Two Sigma Securities
New York
| – | -$332K | -8,182 | Closed |
|
|
SP
102
Sequent Planning
Omaha,
Nebraska
| – | -$312K | -7,681 | Closed |
|
|
CBFP
103
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$298K | -7,352 | Closed |
|
104
Jane Street
New York
| – | -$277K | -6,818 | Closed |
|
|
KWA
105
Kingswood Wealth Advisors
San Diego,
California
| – | -$237K | -5,843 | Closed |
|
|
CPA
106
Clear Point Advisors
Melville,
New York
| – | -$88.7K | -2,187 | Closed |
|
107
Morgan Stanley
New York
| – | -$5.92K | -146 | Closed |
|
FOCT Hedge Fund Activity: Q2 2024 in Review
97 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q2 2024, worth a combined $131M — down 13% from $150M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FOCT positions and 10 closed out — a net gain of 3 holders — while 13 added to existing stakes and 38 trimmed.
The largest buyer was Legacy Capital Wealth Partners, opening a new position worth an estimated $6.39M. The largest seller was Financial Designs, exiting entirely with an estimated $12.2M sold.
- 97 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q2 2024, up from 96 in Q1 2024.
- Funds reported $131M of FT Vest US Equity Buffer ETF October stock for Q2 2024, down 13% quarter-over-quarter.
- 13 funds opened new FT Vest US Equity Buffer ETF October positions in Q2 2024 and 10 closed out, a net change of +3 holders.
- The largest FT Vest US Equity Buffer ETF October buyer in Q2 2024 was Legacy Capital Wealth Partners, an estimated $6.39M added.
- The largest FT Vest US Equity Buffer ETF October seller in Q2 2024 was Financial Designs, an estimated $12.2M sold.
Based on aggregated 13F filings for Q2 2024.