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FT Vest US Equity Buffer ETF October

54 hedge funds and large institutions have $72.3M invested in FT Vest US Equity Buffer ETF October in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

41% more capital invested

Capital invested by funds: $51.1M → $72.3M (+$21.2M)

10% more funds holding

Funds holding: 4954 (+5)

4% more ownership

Funds ownership: 32.95%36.95% (+4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
17
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$16.4M +$16.2M +469,384 New
HighTower Advisors
2
HighTower Advisors
Illinois
$6.11M +$104K +3,026 +2%
LFG
3
Larson Financial Group
Missouri
$5.02M -$967 -28 -0%
AC
4
Avestar Capital
New York
$4.14M +$4.09M +118,416 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.88M -$906K -26,224 -19%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$3.1M -$55.7K -1,613 -2%
PWM
7
PRW Wealth Management
Massachusetts
$2.67M -$256K -7,416 -9%
IA
8
IFP Advisors
Florida
$2.39M +$2.49M +71,969 +913%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$1.91M
Osaic Holdings
10
Osaic Holdings
Arizona
$1.87M -$170K -4,929 -8%
OIA
11
OneDigital Investment Advisors
Kansas
$1.86M +$773K +22,373 +73%
BRWM
12
B. Riley Wealth Management
Tennessee
$1.51M
OBWG
13
Onyx Bridge Wealth Group
New York
$1.49M +$1.54M +44,703 New
AIC
14
Archer Investment Corporation
Indiana
$1.41M -$106K -3,060 -7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.4M +$194K +5,628 +16%
KWS
16
Keystone Wealth Services
California
$1.27M
3LCM
17
3D/L Capital Management
Connecticut
$1.19M +$91.4K +2,648 +8%
Jane Street
18
Jane Street
New York
$1.13M +$1.12M +32,410 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.11M +$1.09M +31,697 New
AWM
20
AE Wealth Management
Kansas
$1.09M +$305K +8,844 +40%
MFGM
21
Marshall Financial Group (Maryland)
Maryland
$885K +$874K +25,305 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$852K +$471K +13,631 +127%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$845K +$345K +10,000 +71%
TFS
24
TrustCore Financial Services
Tennessee
$742K +$733K +21,220 New
APW
25
Aurora Private Wealth
New Jersey
$637K +$60.4K +1,750 +11%

FOCT Hedge Fund Activity: Q1 2022 in Review

54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q1 2022, worth a combined $72.3M — up 41% from $51.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FOCT positions and 7 closed out — a net gain of 6 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $16.2M. The largest seller was Legacy CG, exiting entirely with an estimated $4.44M sold.

  • 54 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q1 2022, up from 49 in Q4 2021.
  • Funds reported $72.3M of FT Vest US Equity Buffer ETF October stock for Q1 2022, up 41% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Buffer ETF October positions in Q1 2022 and 7 closed out, a net change of +6 holders.
  • The largest FT Vest US Equity Buffer ETF October buyer in Q1 2022 was Beaumont Financial Advisors, an estimated $16.2M added.
  • The largest FT Vest US Equity Buffer ETF October seller in Q1 2022 was Legacy CG, an estimated $4.44M sold.

Based on aggregated 13F filings for Q1 2022.