FT Vest US Eq Max Buf OctOCTMETF
13F holders, Q3 2025 (September 30)34holders +1
6new positions
5sold out
1famous investor
$33.43avg. 13F price*
At the end of Q3 2025, 34 institutions reported holding FT Vest US Eq Max Buf Oct (OCTM) in their 13F filings, up 1 from Q2 2025. 6 opened new positions and 5 sold out. The largest holders were Apollon Wealth Management, LLC ($1.7M), Kestra Advisory Services, LLC ($1.6M) and Cambridge Investment Research Advisors, Inc. ($1.4M). 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 (Q3 2025)
- CUSIP
- 33740F136
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 5 | $5.6M |
All 13F filers, Q2 2025 → Q3 2025: 58,129 shares bought and 187,879 shares sold, net −129,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Apollon Wealth Management, LLC | 0.03% | Reduce -0.5% | 51,917 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | No change | 50,095 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 43,529 | $1.4M |
| LVZ, Inc. | 0.11% | No change | 28,914 | $930K |
| Citadel Advisors | 0.00% | Add +115.0% | 27,000 | $869K |
| Janney Montgomery Scott LLC | 0.00% | No change | 22,727 | $731K |
| Capasso Planning Partners LLC | 0.43% | No change | 21,390 | $688K |
| Summit Wealth Group LLC / Co. | 0.06% | New | 1,990 | $595K |
| Buck Wealth Strategies, LLC | 0.08% | No change | 17,340 | $558K |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.0% | 16,647 | $536K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 14,554 | $468K |
| BostonPremier Wealth LLC | 0.20% | No change | 12,508 | $403K |
| Old Mission Capital LLC | 0.01% | New | 12,005 | $386K |
| Defined Financial Planning LLC | 0.32% | Add +41.5% | 11,858 | $382K |
| Atria Investments, Inc | 0.00% | Add +61.7% | 11,814 | $380K |
| Cetera Investment Advisers | 0.00% | Reduce -10.6% | 10,074 | $324K |
| Wealthgarden F.S. LLC | 0.22% | New | 9,689 | $314K |
| Creekmur Asset Management LLC | 0.05% | Reduce -22.8% | 9,299 | $299K |
| Geneos Wealth Management Inc. | 0.01% | No change | 8,600 | $277K |
| Capital Analysts, LLC | 0.01% | No change | 7,994 | $257K |
| LPL Financial LLC | 0.00% | New | 6,325 | $204K |
| Barclays PLC | 0.00% | Add +24.0% | 5,928 | $191K |
| Anfield Capital Management, LLC | 0.05% | No change | 5,420 | $174K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -50.0% | 4,107 | $132K |
| Evolution Wealth Management Inc. | 0.12% | Reduce -0.5% | 3,535 | $114K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,180 | $102K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,667 | $86K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,600 | $51K |
| Advisory Services Network, LLC | 0.00% | New | 1,117 | $36K |
| Harbour Investments, Inc. | 0.00% | No change | 784 | $25K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 775 | $25K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 451 | $15K |
| UBS Group AG | 0.00% | Reduce -81.2% | 227 | $7K |
| 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.