FT Vest US Eq Max Buf OctOCTMETF
13F holders, Q2 2025 (June 30)33holders +3
5new positions
3sold out
1famous investor
$31.43avg. 13F price*
At the end of Q2 2025, 33 institutions reported holding FT Vest US Eq Max Buf Oct (OCTM) in their 13F filings, up 3 from Q1 2025. 5 opened new positions and 3 sold out. The largest holders were Maia Wealth LLC ($4.3M), Apollon Wealth Management, LLC ($1.6M) and Kestra Advisory Services, LLC ($1.6M). 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 (Q2 2025)
- CUSIP
- 33740F136
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.1M |
| Exits | 3 | $882K |
All 13F filers, Q1 2025 → Q2 2025: 128,728 shares bought and 137,474 shares sold, net −8,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Maia Wealth LLC | 0.82% | Add +1.7% | 136,936 | $4.3M |
| Apollon Wealth Management, LLC | 0.03% | New | 52,170 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -41.9% | 50,095 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +81.0% | 43,283 | $1.4M |
| LVZ, Inc. | 0.11% | No change | 28,914 | $909K |
| Nicholson Wealth Management Group, LLC | 0.45% | Reduce -3.6% | 23,326 | $733K |
| Janney Montgomery Scott LLC | 0.00% | New | 22,727 | $714K |
| Capasso Planning Partners LLC | 0.38% | No change | 21,390 | $672K |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.0% | 17,707 | $556K |
| Buck Wealth Strategies, LLC | 0.08% | Add +37.2% | 17,340 | $545K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -60.8% | 14,781 | $465K |
| Citadel Advisors | 0.00% | Reduce -58.1% | 12,560 | $395K |
| BostonPremier Wealth LLC | 0.22% | No change | 12,508 | $393K |
| Creekmur Asset Management LLC | 0.07% | Reduce -13.0% | 12,043 | $378K |
| Cetera Investment Advisers | 0.00% | Add +3.5% | 11,272 | $354K |
| Diligent Investors, LLC | 0.08% | No change | 10,200 | $321K |
| Geneos Wealth Management Inc. | 0.01% | Add +62.3% | 8,600 | $270K |
| Defined Financial Planning LLC | 0.23% | New | 8,379 | $264K |
| Farther Finance Advisors, LLC | 0.01% | No change | 8,214 | $258K |
| Capital Analysts, LLC | 0.01% | Reduce -1.8% | 7,994 | $251K |
| Atria Investments, Inc | 0.00% | New | 7,305 | $230K |
| Commonwealth Financial Services, LLC | 0.04% | New | 6,504 | $204K |
| Anfield Capital Management, LLC | 0.06% | Reduce -19.6% | 5,420 | $170K |
| Barclays PLC | 0.00% | Add +11.6% | 4,779 | $150K |
| Evolution Wealth Management Inc. | 0.14% | — | 3,552 | $112K |
| JPMorgan Chase & Co. | 0.00% | Reduce -80.6% | 2,667 | $84K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,600 | $50K |
| UBS Group AG | 0.00% | Add +2177.4% | 1,207 | $38K |
| Harbour Investments, Inc. | 0.00% | Reduce -34.8% | 784 | $25K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 775 | $24K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 451 | $14K |
| Arax Advisory Partners | 0.00% | No change | 327 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 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.