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FT Vest US Equity Buffer ETF October

129 hedge funds and large institutions have $232M invested in FT Vest US Equity Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 45 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

740% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 5

126% more capital invested

Capital invested by funds: $103M → $232M (+$130M)

105% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 22

37% more funds holding

Funds holding: 94129 (+35)

10.75% more ownership

Funds ownership: 17.13%27.89% (+11%)

Holders
129
Holders Change
+35
Holders Change %
+37.23%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
45
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24M +$21M +491,129 +684%
Raymond James Financial
2
Raymond James Financial
Florida
$22.6M +$22.7M +530,741 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$19.4M +$16.2M +379,095 +498%
LWP
4
LeClair Wealth Partners
Ohio
$12.2M +$12.2M +285,025 New
BFG
5
Bleakley Financial Group
New Jersey
$11.5M +$11.6M +270,666 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$8.05M +$4.64M +108,594 +135%
CW
7
CreativeOne Wealth
Kansas
$7.69M +$7.45M +174,406 +2,916%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.92M +$2.56M +59,915 +58%
WIM
9
WealthPlan Investment Management
Nebraska
$6.67M +$6.68M +156,445 New
MC
10
McCarthy & Cox
Ohio
$6.16M +$306K +7,162 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.15M +$1.89M +44,347 +44%
AA
12
Armis Advisers
Georgia
$5.26M +$5.27M +123,461 New
AssetMark Inc
13
AssetMark Inc
California
$4.74M +$1.72M +40,332 +57%
RFG
14
REAP Financial Group
Texas
$4.54M -$557K -13,046 -11%
KAS
15
Kestra Advisory Services
Texas
$4.25M +$1.6M +37,506 +60%
WP
16
WealthPLAN Partners
Nebraska
$3.83M +$3.84M +89,956 New
SWA
17
SOA Wealth Advisors
New York
$3.76M -$34.4K -805 -0.9%
MOS
18
MGO One Seven
Ohio
$3.4M +$2.83M +66,334 +498%
AFAS
19
Acorn Financial Advisory Services
Virginia
$3.31M +$3.31M +77,548 New
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
$3.27M -$85K -1,990 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.08M +$682K +15,958 +28%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.75M +$1.65M +38,722 +150%
LPL Financial
23
LPL Financial
California
$2.64M +$370K +8,660 +16%
SI
24
Stephens Inc
Arkansas
$2.56M +$561K +13,134 +28%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.98M +$670K +15,687 +51%

FOCT Hedge Fund Activity: Q4 2024 in Review

129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q4 2024, worth a combined $232M — up 126% from $103M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FOCT positions and 5 closed out — a net gain of 37 holders — while 45 added to existing stakes and 22 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21M. The largest seller was Prospera Financial Services, cutting an estimated $4.99M.

  • 129 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $232M of FT Vest US Equity Buffer ETF October stock for Q4 2024, up 126% quarter-over-quarter.
  • 42 funds opened new FT Vest US Equity Buffer ETF October positions in Q4 2024 and 5 closed out, a net change of +37 holders.
  • The largest FT Vest US Equity Buffer ETF October buyer in Q4 2024 was Envestnet Asset Management, an estimated $21M added.
  • The largest FT Vest US Equity Buffer ETF October seller in Q4 2024 was Prospera Financial Services, an estimated $4.99M sold.

Based on aggregated 13F filings for Q4 2024.