FT Vest US Eq Max Buf OctOCTM ETF 13F holders, Q4 2024 (December 31) 31 holders
1 famous investor
$30.51 avg. 13F price*
At the end of Q4 2024 , 31 institutions reported holding FT Vest US Eq Max Buf Oct (OCTM) in their 13F filings. The largest holders were Maia Wealth LLC ($5.3M), Kestra Advisory Services, LLC ($2.6M) and Cambridge Investment Research Advisors, Inc. ($1.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company FT Vest US Eq Max Buf Oct
Filed as FIRST TR EXCHNG TRADED FD VI (Q4 2024)
CUSIP 33740F136
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2024 Institutions Total Value New Positions 30 $19.5M Exits 0 $0
Ownership 31 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Maia Wealth LLC 1.14% New 173,433 $5.3M Kestra Advisory Services, LLC 0.01% New 86,768 $2.6M Cambridge Investment Research Advisors, Inc. 0.00% New 40,428 $1.2M Commonwealth Equity Services, LLC 0.00% New 36,234 $1.1M Susquehanna International Group, LLP 0.00% New 30,907 $943K LVZ, Inc. 0.11% New 28,914 $882K Nicholson Wealth Management Group, LLC 0.49% New 24,186 $738K WealthPLAN Partners, LLC 0.10% New 23,220 $708K Capasso Planning Partners LLC 0.26% New 21,390 $653K AE Wealth Management LLC 0.00% New 19,040 $581K WealthPlan Investment Management, LLC 0.06% New 18,507 $565K Creekmur Asset Management LLC 0.13% New 18,026 $550K CreativeOne Wealth, LLC 0.01% New 15,750 $481K Citadel Advisors 0.00% New 15,577 $475K Cetera Investment Advisers 0.00% New 13,783 $421K Jane Street Group, LLC 0.00% New 12,597 $384K BostonPremier Wealth LLC 0.23% — 12,508 $382K Old Mission Capital LLC 0.01% New 11,328 $346K Diligent Investors, LLC 0.07% New 10,200 $311K Capital Analysts, LLC 0.01% New 7,994 $244K Grantvest Financial Group LLC 0.27% — 7,857 $240K Anfield Capital Management, LLC 0.07% New 6,740 $206K Osaic Holdings, Inc. 0.00% New 5,706 $174K Geneos Wealth Management Inc. 0.01% New 5,300 $162K JPMorgan Chase & Co. 0.00% New 4,210 $128K Coppell Advisory Solutions LLC 0.02% New 4,043 $124K Barclays PLC 0.00% New 2,281 $70K UBS Group AG 0.00% New 1,286 $39K Harbour Investments, Inc. 0.00% New 1,203 $37K Capital Investment Advisory Services, LLC 0.00% New 775 $24K DHJJ Financial Advisors, Ltd. 0.00% New 160 $5K
"% of holder's portfolio" is OCTM's weight in each manager's 13F, not the share of FT Vest US Eq Max Buf Oct the manager owns.