FT Vest US Equity Buffer ETF October
FOCT
31 hedge funds and large institutions have $27.7M invested in FT Vest US Equity Buffer ETF October in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
15% more funds holding
Funds holding: 27 → 31 (+4)
2.19% more ownership
Funds ownership: 45.85% → 48.04% (+2.2%)
0% more capital invested
Capital invested by funds: $27.6M → $27.7M (+$82.9K)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$3.01M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$666K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$484K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$319K |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.53M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$989K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$515K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$508K |
FOCT Hedge Fund Activity: Q1 2021 in Review
31 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q1 2021, worth a combined $27.7M — up 0.3% from $27.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FOCT positions and 5 closed out — a net gain of 4 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Valtinson Bruner Financial Planning, opening a new position worth an estimated $3.01M. The largest seller was Osaic Holdings, cutting an estimated $2.53M.
- 31 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q1 2021, up from 27 in Q4 2020.
- Funds reported $27.7M of FT Vest US Equity Buffer ETF October stock for Q1 2021, up 0.3% quarter-over-quarter.
- 9 funds opened new FT Vest US Equity Buffer ETF October positions in Q1 2021 and 5 closed out, a net change of +4 holders.
- The largest FT Vest US Equity Buffer ETF October buyer in Q1 2021 was Valtinson Bruner Financial Planning, an estimated $3.01M added.
- The largest FT Vest US Equity Buffer ETF October seller in Q1 2021 was Osaic Holdings, an estimated $2.53M sold.
Based on aggregated 13F filings for Q1 2021.