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FT Vest US Equity Buffer ETF October
FOCT

Overview Fund Activity

82 hedge funds and large institutions have $99.9M invested in FT Vest US Equity Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 44 reducing their positions, and 11 closing their positions.

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
4
Reduced
44
Closed
11
Calls
–
Puts
$641K
Net Calls
-$641K
Net Calls Change
-$641K

Top Buyers

1
PWM
1
PRW Wealth Management
Massachusetts
$14.2M
2
GWM
2
GDS Wealth Management
Texas
$2.81M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.4M
4
PCA
4
Pallas Capital Advisors
Massachusetts
$201K
5
UBS Group
5
UBS Group
Switzerland
$153K

Top Sellers

1
3LCM
1
3D/L Capital Management
Connecticut
$1.84M
2
LAM
2
Lifestyle Asset Management
Texas
$0
3
ACG
3
Allen Capital Group
Nebraska
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.04M
5
KWS
5
Keystone Wealth Services
California
$867K
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
1
PRW Wealth Management
Massachusetts
$14.2M 569,223 +523,959 +1,158%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.5M 277,387 -14,820 -5%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.13M 162,685 -60,128 -27%
AWM
4
AE Wealth Management
Kansas
$4.67M 123,789 -55,380 -31%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.13M 109,504 -7,561 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.84M 101,809 -33,753 -25%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$3.14M 83,330 -1,130 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.04M 80,469 -115,270 -59%
GWM
9
GDS Wealth Management
Texas
$2.81M 74,485 +74,485 New
RJA
10
Raymond James & Associates
Florida
$2.42M 64,056 -400 -0.6%
SW
11
SMART Wealth
Nebraska
$2.23M 59,153 -37,046 -39%
Truist Financial
12
Truist Financial
North Carolina
$2.18M 57,869 -10,165 -15%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$1.9M 50,203 -81 -0.2%
OIA
14
OneDigital Investment Advisors
Kansas
$1.85M 48,974 -711 -1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.84M 48,729 -17,692 -27%
3LCM
16
3D/L Capital Management
Connecticut
$1.84M 48,729 -726,543 -94%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.77M 47,000 -8,455 -15%
SI
18
Stephens Inc
Arkansas
$1.69M 44,745 -700 -2%
CA
19
Cetera Advisors
Colorado
$1.56M 41,286 -5,075 -11%
HI
20
Harbour Investments
Wisconsin
$1.45M 38,455 -8,078 -17%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$1.4M 37,135 – –
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.4M 36,988 +35,967 +3,523%
NA
23
NewEdge Advisors
Louisiana
$1.26M 33,264 -950 -3%
FPWM
24
FSB Premier Wealth Management
Iowa
$1.25M 33,065 -9 -0%
WWM
25
Wolff Wiese Magana
California
$1.15M 30,345 -545 -2%
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