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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
LSL
101
Legacy Solutions LLC
Pennsylvania
$224K +$224K +5,244 New
NAS
102
NWF Advisory Services
California
$222K +$222K +5,200 New
FPL
103
Fortress Private Ledger
North Carolina
$212K +$213K +4,980 New
TCA
104
Transcend Capital Advisors
New Jersey
$209K
AIP
105
Ameritas Investment Partners
Nebraska
$114K +$13.7K +320 +14%
SS
106
Sunbelt Securities
Texas
$107K +$20.2K +473 +23%
CAL
107
Capital Analysts LLC
Pennsylvania
$106K +$17.5K +409 +20%
SFGP
108
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$92.1K +$92.3K +2,160 New
PTC
109
Private Trust Company
Ohio
$81.7K +$81.9K +1,917 New
WTFG
110
Wood Tarver Financial Group
Idaho
$77K +$77.4K +1,811 New
GM
111
GeoWealth Management
Illinois
$61.9K +$62K +1,452 New
Wells Fargo
112
Wells Fargo
California
$52.6K +$52.8K +1,235 New
FNWA
113
Financial Network Wealth Advisors
Utah
$49.5K -$45.2K -1,058 -48%
JP Morgan Chase
114
JP Morgan Chase
New York
$48.7K -$622K -14,548 -93%
LFG
115
Larson Financial Group
Missouri
$45.2K
PS
116
Principal Securities
Iowa
$32.7K +$32.8K +767 New
Bank of America
117
Bank of America
North Carolina
$31.8K
UBS Group
118
UBS Group
Switzerland
$31.5K -$167K -3,912 -84%
WW
119
Winnow Wealth
Texas
$30.5K +$30.6K +717 New
CIAS
120
Capital Investment Advisory Services
North Carolina
$26.8K -$43 -1 -0.2%
PSFG
121
Park Square Financial Group
Georgia
$24.9K +$24.9K +584 New
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K
CJ
123
Caitlin John
Michigan
$17.2K
IWM
124
IMG Wealth Management
Florida
$11.3K +$11.3K +264 New
TAM
125
Tucker Asset Management
Colorado
$10.1K

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.