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FT Vest US Equity Moderate Buffer ETF October
GOCT

46 hedge funds and large institutions have $67M invested in FT Vest US Equity Moderate Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

31.22% more ownership

Funds ownership: 35.61% → 66.83% (+31%)

15% more funds holding

Funds holding: 40 → 46 (+6)

4% less capital invested

Capital invested by funds: $69.7M → $67M (-$2.72M)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
9
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$13.3M
2
RJA
Raymond James & Associates
Florida
+$7.02M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.03M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.49M
5
CW
CreativeOne Wealth
Kansas
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
LAM
Lifestyle Asset Management
Texas
-$17.2M
2
SPIA
Steward Partners Investment Advisory
New York
-$14.2M
3
AP
Americana Partners
Texas
-$826K
4
Citadel Advisors
Citadel Advisors
Florida
-$701K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$581K
Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
26
InterOcean Capital Group
Tennessee
$455K – – –
BFA
27
Beacon Financial Advisory
Ohio
$453K – – –
KPWS
28
Kestra Private Wealth Services
Texas
$405K – – –
IF
29
Integrity Financial
Wyoming
$295K – – –
RCAG
30
Rehmann Capital Advisory Group
Michigan
$275K – – –
CFGS
31
Concourse Financial Group Securities
Alabama
$269K – – –
KWS
32
Keystone Wealth Services
California
$229K – – –
MFGM
33
Marshall Financial Group (Maryland)
Maryland
$226K +$4.74K +144 +2%
OIA
34
OneDigital Investment Advisors
Kansas
$216K +$213K +6,473 New
CA
35
Cetera Advisors
Colorado
$216K +$212K +6,454 New
FIA
36
Foundations Investment Advisors
Arizona
$208K -$88.4K -2,687 -30%
CA
37
CoreCap Advisors
Michigan
$116K +$114K +3,455 New
HI
38
Harbour Investments
Wisconsin
$113K -$29.7K -903 -21%
FGAM
39
Financial Gravity Asset Management
Texas
$88.4K +$32.9K +1,000 +59%
IA
40
IFP Advisors
Florida
$55K – – –
PS
41
Principal Securities
Iowa
$50.1K -$6.58K -200 -12%
CJ
42
Caitlin John
Michigan
$11K -$230 -7 -2%
LFG
43
Larson Financial Group
Missouri
$6.95K – – –
DFA
44
DHJJ Financial Advisors
Illinois
$6.69K +$6.58K +200 New
UBS Group
45
UBS Group
Switzerland
$6.49K -$16.4K -497 -72%
AIC
46
Archer Investment Corporation
Indiana
$2.1K -$127K -3,863 -98%
LAM
47
Lifestyle Asset Management
Texas
– -$17.2M -532,835 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$701K -21,671 Closed
MWM
49
Meridian Wealth Management
Kentucky
– -$213K -6,590 Closed
ACM
50
Anfield Capital Management
California
– -$208K -6,434 Closed
1
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GOCT Hedge Fund Activity: Q1 2024 in Review

46 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF October (GOCT) for Q1 2024, worth a combined $67M — down 3.9% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GOCT positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $13.3M. The largest seller was Lifestyle Asset Management, exiting entirely with an estimated $17.2M sold.

  • 46 institutional investors held FT Vest US Equity Moderate Buffer ETF October (GOCT) as of Q1 2024, up from 40 in Q4 2023.
  • Funds reported $67M of FT Vest US Equity Moderate Buffer ETF October stock for Q1 2024, down 3.9% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Moderate Buffer ETF October positions in Q1 2024 and 4 closed out, a net change of +6 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF October buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $13.3M added.
  • The largest FT Vest US Equity Moderate Buffer ETF October seller in Q1 2024 was Lifestyle Asset Management, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2024.