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FT Vest US Equity Buffer ETF October

50 hedge funds and large institutions have $44.2M invested in FT Vest US Equity Buffer ETF October in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $44.6M → $44.2M (-$418K)

2% less funds holding

Funds holding: 5150 (-1)

6.1% less ownership

Funds ownership: 31.71%25.61% (-6.1%)

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$4.99M -$290K -8,848 -5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.49M -$82.9K -2,526 -2%
AWM
3
AE Wealth Management
Kansas
$2.79M +$1.84M +56,150 +163%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$2.62M -$142K -4,340 -5%
IA
5
IFP Advisors
Florida
$2.39M
KAS
6
Kestra Advisory Services
Texas
$2.23M +$1.48M +45,049 +164%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.98M +$354K +10,801 +20%
PWM
8
PRW Wealth Management
Massachusetts
$1.87M -$119K -3,614 -6%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$1.68M
OIA
10
OneDigital Investment Advisors
Kansas
$1.63M -$46.2K -1,409 -3%
BRWA
11
B. Riley Wealth Advisors
Florida
$1.37M +$1.46M +44,356 New
OMC
12
Old Mission Capital
Illinois
$1.28M +$1.15M +34,923 +539%
AIC
13
Archer Investment Corporation
Indiana
$1.26M +$1.51K +46 +0.1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.21M -$57.9K -1,765 -4%
CW
15
CreativeOne Wealth
Kansas
$1.02M +$1.08M +33,012 New
KWS
16
Keystone Wealth Services
California
$1M -$10.2K -310 -0.9%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$754K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$745K
MFGM
19
Marshall Financial Group (Maryland)
Maryland
$710K -$32.5K -990 -4%
TFS
20
TrustCore Financial Services
Tennessee
$654K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$613K +$154K +4,695 +31%
Citadel Advisors
22
Citadel Advisors
Florida
$608K +$647K +19,727 New
T
23
TRUADVICE
Florida
$517K
FPWM
24
FSB Premier Wealth Management
Iowa
$511K
APW
25
Aurora Private Wealth
New Jersey
$508K -$56.7K -1,729 -9%

FOCT Hedge Fund Activity: Q3 2022 in Review

50 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q3 2022, worth a combined $44.2M — down 0.94% from $44.6M a quarter earlier.

Fund positioning in FOCT was balanced in Q3 2022: 7 funds opened new positions, 7 closed out, 7 added to existing stakes and 16 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $1.84M. The largest seller was Larson Financial Group, cutting an estimated $4.54M.

  • 50 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q3 2022, down from 51 in Q2 2022.
  • Funds reported $44.2M of FT Vest US Equity Buffer ETF October stock for Q3 2022, down 0.94% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF October positions in Q3 2022 and 7 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Buffer ETF October buyer in Q3 2022 was AE Wealth Management, an estimated $1.84M added.
  • The largest FT Vest US Equity Buffer ETF October seller in Q3 2022 was Larson Financial Group, an estimated $4.54M sold.

Based on aggregated 13F filings for Q3 2022.