FT Vest US Equity Buffer ETF October
FOCT
86 hedge funds and large institutions have $151M invested in FT Vest US Equity Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 41 reducing their positions, and 8 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
0.27% more ownership
Funds ownership: 52% → 52.27% (+0.27%)
0% more funds holding
Funds holding: 86 → 86 (0)
3% less capital invested
Capital invested by funds: $155M → $151M (-$4.09M)
76% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$7.77M |
| 2 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$1.55M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.04M |
| 4 |
LSA
Lion Street Advisors
Austin,
Texas
|
+$884K |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$848K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$8.64M |
| 2 |
Rockefeller Capital Management
New York
|
-$4.04M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.28M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.13M |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$1.79M |
FOCT Hedge Fund Activity: Q1 2023 in Review
86 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q1 2023, worth a combined $151M — down 2.6% from $155M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FOCT positions and 8 closed out — a net gain of 3 holders — while 10 added to existing stakes and 41 trimmed.
The largest buyer was Allen Capital Group, opening a new position worth an estimated $7.77M. The largest seller was Harbour Investments, cutting an estimated $8.64M.
- 86 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $151M of FT Vest US Equity Buffer ETF October stock for Q1 2023, down 2.6% quarter-over-quarter.
- 11 funds opened new FT Vest US Equity Buffer ETF October positions in Q1 2023 and 8 closed out, a net change of +3 holders.
- The largest FT Vest US Equity Buffer ETF October buyer in Q1 2023 was Allen Capital Group, an estimated $7.77M added.
- The largest FT Vest US Equity Buffer ETF October seller in Q1 2023 was Harbour Investments, an estimated $8.64M sold.
Based on aggregated 13F filings for Q1 2023.