We are live on ! Find out more
GOCT icon

FT Vest US Equity Moderate Buffer ETF October

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: 4046 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13.5M +$13.3M +405,155 New
RJA
2
Raymond James & Associates
Florida
$7.13M +$7.02M +213,163 New
HCA
3
Heck Capital Advisors
Wisconsin
$5.87M +$56.6K +1,721 +1%
AP
4
Americana Partners
Texas
$5.08M -$826K -25,086 -14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.82M +$2.49M +75,599 +110%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.32M +$3.03M +92,129 +1,269%
SPIA
7
Steward Partners Investment Advisory
New York
$3M -$14.2M -430,241 -83%
KAS
8
Kestra Advisory Services
Texas
$2.84M +$378K +11,498 +16%
HP
9
Holistic Planning
Texas
$1.88M
AWM
10
AE Wealth Management
Kansas
$1.82M -$556K -16,886 -24%
Truist Financial
11
Truist Financial
North Carolina
$1.74M -$125K -3,804 -7%
CAN
12
Cetera Advisor Networks
California
$1.57M +$619K +18,813 +67%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.29M +$7.21K +219 +0.6%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$1.24M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.05M -$581K -17,663 -36%
CW
16
CreativeOne Wealth
Kansas
$1.05M +$1.03M +31,431 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$913K +$121K +3,688 +16%
CHC
18
City Holding Co
West Virginia
$852K
EWM
19
EPG Wealth Management
Georgia
$751K
RFG
20
REAP Financial Group
Texas
$710K
BWM
21
BCGM Wealth Management
Indiana
$636K
LPL Financial
22
LPL Financial
California
$607K +$598K +18,164 New
SCA
23
Sage Capital Advisors
South Dakota
$578K +$569K +17,276 New
SAW
24
Signal Advisors Wealth
Michigan
$558K +$550K +16,705 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$482K -$113K -3,444 -19%

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.