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FT Vest US Equity Moderate Buffer ETF October

49 hedge funds and large institutions have $41M invested in FT Vest US Equity Moderate Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 4849 (+1)

2.88% less ownership

Funds ownership: 60.49%57.6% (-2.9%)

32% less capital invested

Capital invested by funds: $60.5M → $41M (-$19.5M)

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1
Americana Partners
Texas
$5.54M -$173K -5,034 -3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.64M -$5.55M -161,640 -61%
SPIA
3
Steward Partners Investment Advisory
New York
$3.06M -$61.2K -1,780 -2%
KAS
4
Kestra Advisory Services
Texas
$2.4M -$377K -10,979 -14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.23M -$2.87M -83,648 -57%
RJA
6
Raymond James & Associates
Florida
$2.04M -$3.69M -107,499 -65%
HP
7
Holistic Planning
Texas
$1.79M -$154K -4,480 -8%
Truist Financial
8
Truist Financial
North Carolina
$1.77M +$8.01K +233 +0.5%
Jane Street
9
Jane Street
New York
$1.65M +$364K +10,596 +29%
AWM
10
AE Wealth Management
Kansas
$1.55M -$29K -843 -2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.28M -$515 -15 -0%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.22M +$78.1K +2,274 +7%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.14M +$515K +14,978 +83%
CHC
14
City Holding Co
West Virginia
$1.11M +$227K +6,600 +26%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$873K -$182K -5,291 -17%
OMC
16
Old Mission Capital
Illinois
$753K -$105K -3,066 -12%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$683K -$2.13M -61,983 -76%
EWM
18
EPG Wealth Management
Georgia
$662K +$656K +19,100 New
LPL Financial
19
LPL Financial
California
$633K
AWA
20
Arkadios Wealth Advisors
Georgia
$610K +$605K +17,600 New
BWM
21
BCGM Wealth Management
Indiana
$607K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$538K +$47.1K +1,371 +10%
SA
23
Sanctuary Advisors
Indiana
$489K +$479K +13,938 New
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$472K
BFA
25
Beacon Financial Advisory
Ohio
$470K

GOCT Hedge Fund Activity: Q3 2024 in Review

49 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF October (GOCT) for Q3 2024, worth a combined $41M — down 32% from $60.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GOCT positions and 7 closed out — a net gain of 1 holder — while 9 added to existing stakes and 21 trimmed.

The largest buyer was EPG Wealth Management, opening a new position worth an estimated $656K. The largest seller was Heck Capital Advisors, cutting an estimated $5.71M.

  • 49 institutional investors held FT Vest US Equity Moderate Buffer ETF October (GOCT) as of Q3 2024, up from 48 in Q2 2024.
  • Funds reported $41M of FT Vest US Equity Moderate Buffer ETF October stock for Q3 2024, down 32% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Moderate Buffer ETF October positions in Q3 2024 and 7 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Moderate Buffer ETF October buyer in Q3 2024 was EPG Wealth Management, an estimated $656K added.
  • The largest FT Vest US Equity Moderate Buffer ETF October seller in Q3 2024 was Heck Capital Advisors, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2024.