FOCT icon

FT Vest US Equity Buffer ETF October
FOCT

Overview Fund Activity

24 hedge funds and large institutions have $16.4M invested in FT Vest US Equity Buffer ETF October in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-6
Holders Change %
-20%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWM
PRW Wealth Management
Massachusetts
$2.92M
2
WP
WealthPLAN Partners
Nebraska
$842K
3
PCA
Pallas Capital Advisors
Massachusetts
$573K
4
BRWM
B. Riley Wealth Management
Tennessee
$343K
5
AWM
AE Wealth Management
Kansas
$1.08M

Top Sellers

1
T
TRUADVICE
Florida
$557K
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
OMC
Old Mission Capital
Illinois
$0
5
CA
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
1
Valtinson Bruner Financial Planning
Minnesota
$3.2M -$19.8K -570 -0.6%
PWM
2
PRW Wealth Management
Massachusetts
$2.92M +$2.92M +85,056 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.2M -$105K -3,066 -5%
APA
4
American Portfolios Advisors
New York
$1.54M -$290K -8,456 -16%
AWM
5
AE Wealth Management
Kansas
$1.08M +$27.8K +809 +3%
WP
6
WealthPLAN Partners
Nebraska
$842K +$842K +23,906 New
PCA
7
Pallas Capital Advisors
Massachusetts
$573K +$573K +16,250 New
T
8
TRUADVICE
Florida
$557K -$3.7M -104,463 -87%
BFG
9
Beacon Financial Group
Texas
$497K – – –
MCWS
10
McKinley Carter Wealth Services
West Virginia
$396K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$350K -$197K -5,730 -36%
Wolverine Trading
12
Wolverine Trading
Illinois
$345K -$150K -4,362 -30%
BRWM
13
B. Riley Wealth Management
Tennessee
$343K +$343K +10,000 New
CAS
14
Cascadia Advisory Services
Oregon
$331K +$10.1K +293 +3%
KAS
15
Kestra Advisory Services
Texas
$315K -$15.5K -450 -5%
LNC
16
Lincoln National Corp
Pennsylvania
$230K – – –
DFA
17
DHJJ Financial Advisors
Illinois
$220K – – –
AIC
18
Archer Investment Corporation
Indiana
$211K -$242K -7,042 -53%
CF
19
Centaurus Financial
California
$112K – – –
HI
20
Harbour Investments
Wisconsin
$96K – – –
AA
21
AlphaMark Advisors
Kentucky
$45K – – –
UBS Group
22
UBS Group
Switzerland
$17K -$48.1K -1,433 -74%
IA
23
IFP Advisors
Florida
$7K – – –
SFPG
24
Stonebridge Financial Planning Group
Florida
$1K +$1K +30 New
Citadel Advisors
25
Citadel Advisors
Florida
– -$1.81M -53,395 Closed
1
2