FT Vest US Eq Max Buf OctOCTMETF
13F holders, Q1 2025 (March 31)30holders −1
4new positions
5sold out
1famous investor
$30.33avg. 13F price*
At the end of Q1 2025, 30 institutions reported holding FT Vest US Eq Max Buf Oct (OCTM) in their 13F filings, down 1 from Q4 2024. 4 opened new positions and 5 sold out. The largest holders were Maia Wealth LLC ($4.1M), Kestra Advisory Services, LLC ($2.6M) and Commonwealth Equity Services, LLC ($1.1M). 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 (Q1 2025)
- CUSIP
- 33740F136
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $657K |
| Exits | 5 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 54,744 shares bought and 153,931 shares sold, net −99,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Maia Wealth LLC | 0.92% | Reduce -22.3% | 134,689 | $4.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.7% | 86,165 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.1% | 37,717 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +10.1% | 34,032 | $1.0M |
| Citadel Advisors | 0.00% | Add +92.5% | 29,988 | $910K |
| LVZ, Inc. | 0.12% | No change | 28,914 | $878K |
| Nicholson Wealth Management Group, LLC | 0.48% | No change | 24,186 | $734K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -40.9% | 23,915 | $726K |
| Capasso Planning Partners LLC | 0.27% | No change | 21,390 | $649K |
| Creekmur Asset Management LLC | 0.09% | Reduce -23.2% | 13,848 | $420K |
| JPMorgan Chase & Co. | 0.00% | Add +227.3% | 13,779 | $418K |
| Old Mission Capital LLC | 0.01% | Add +20.9% | 13,700 | $416K |
| Buck Wealth Strategies, LLC | 0.07% | New | 12,640 | $384K |
| BostonPremier Wealth LLC | 0.24% | No change | 12,508 | $380K |
| Cetera Investment Advisers | 0.00% | Reduce -21.0% | 10,893 | $331K |
| Diligent Investors, LLC | 0.08% | No change | 10,200 | $310K |
| Farther Finance Advisors, LLC | 0.01% | New | 8,214 | $250K |
| Capital Analysts, LLC | 0.01% | Add +1.9% | 8,143 | $247K |
| AE Wealth Management LLC | 0.00% | Reduce -58.0% | 8,000 | $243K |
| Grantvest Financial Group LLC | 0.18% | Reduce -6.5% | 7,350 | $223K |
| Anfield Capital Management, LLC | 0.08% | No change | 6,740 | $205K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,300 | $161K |
| Barclays PLC | 0.00% | Add +87.8% | 4,284 | $130K |
| Osaic Holdings, Inc. | 0.00% | Reduce -72.0% | 1,600 | $49K |
| Harbour Investments, Inc. | 0.00% | No change | 1,203 | $37K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 775 | $24K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 451 | $14K |
| Arax Advisory Partners | 0.00% | New | 327 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 160 | $5K |
| UBS Group AG | 0.00% | Reduce -95.9% | 53 | $2K |
"% 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.