FT Vest US Eq Max Buf OctOCTMETF

13F holders, Q4 2025 (December 31)
42holders +8
15new positions
5sold out
1famous investor
$32.66avg. 13F price*

At the end of Q4 2025, 42 institutions reported holding FT Vest US Eq Max Buf Oct (OCTM) in their 13F filings, up 8 from Q3 2025. 15 opened new positions and 5 sold out. The largest holders were Kestra Advisory Services, LLC ($2.3M), Apollon Wealth Management, LLC ($1.1M) and Cambridge Investment Research Advisors, Inc. ($973K). 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 2025)
CUSIP
33740F136
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q4 2024: 31Q4 2024Q1 2025: 30Q1 2025Q2 2025: 33Q2 2025Q3 2025: 34Q3 2025Q4 2025: 42Q4 2025Q1 2026: 36Q1 2026Q2 2026: 38Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions15$4.7M
Exits5$1.3M

All 13F filers, Q3 2025 → Q4 2025: 197,224 shares bought and 87,811 shares sold, net +109,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Kestra Advisory Services, LLC 0.01% Add +41.9% 71,093 $2.3M
Apollon Wealth Management, LLC 0.02% Reduce -35.1% 33,709 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -31.6% 29,795 $973K
Commonwealth Equity Services, LLC 0.00% Add +85.2% 26,953 $880K
LVZ, Inc. 0.10% Reduce -8.0% 26,614 $869K
Janney Montgomery Scott LLC 0.00% Add +3.4% 23,499 $767K
Capasso Planning Partners LLC 0.40% Add +3.1% 22,053 $720K
FWG Investments, LLC. 0.43% New 20,569 $672K
Madrona Financial Services, LLC 0.13% New 18,531 $605K
Buck Wealth Strategies, LLC 0.08% Add +4.6% 18,140 $592K
IMC-Chicago, LLC 0.01% New 17,570 $574K
Americana Partners, LLC 0.01% New 16,533 $540K
Mgo One Seven LLC 0.01% New 15,417 $503K
Cetera Investment Advisers 0.00% Add +37.2% 13,819 $451K
Beacon Financial Advisory LLC 0.10% New 13,570 $443K
BostonPremier Wealth LLC 0.21% No change 12,508 $408K
Atria Investments, Inc 0.00% Add +5.1% 12,420 $406K
Mariner, LLC 0.00% New 12,420 $406K
Harbour Investments, Inc. 0.01% Add +1443.6% 12,102 $395K
Susquehanna International Group, LLP 0.00% Reduce -28.5% 11,907 $389K
Wealthgarden F.S. LLC 0.20% Reduce -2.2% 9,474 $311K
Geneos Wealth Management Inc. 0.01% No change 8,600 $281K
Citadel Advisors 0.00% Reduce -70.3% 8,031 $262K
Capital Analysts, LLC 0.01% No change 7,994 $261K
Gallagher Fiduciary Advisors, LLC 0.01% New 6,933 $226K
Cwm, LLC 0.00% New 6,853 $224K
Milestone Asset Management, LLC 0.04% New 6,733 $220K
Anfield Capital Management, LLC 0.06% No change 5,420 $177K
Barclays PLC 0.00% Reduce -17.4% 4,895 $160K
Integrity Financial Corp 0.08% New 4,760 $155K
Evolution Wealth Management Inc. 0.10% No change 3,535 $115K
Farther Finance Advisors, LLC 0.00% Reduce -40.0% 2,464 $80K
Financial Network Wealth Advisors LLC 0.08% Add +398.7% 2,249 $73K
Osaic Holdings, Inc. 0.00% Add +38.4% 2,215 $72K
AE Wealth Management LLC 0.00% New 1,341 $44K
Bank of America Corp. 0.00% New 1,278 $42K
Capital Investment Advisory Services, LLC 0.00% No change 775 $25K
SageView Advisory Group, LLC 0.00% New 675 $22K
JPMorgan Chase & Co. 0.00% Reduce -82.7% 461 $15K
Arax Advisory Partners 0.00% New 327 $11K
DHJJ Financial Advisors, Ltd. 0.00% No change 160 $5K
UBS Group AG 0.00% Reduce -64.3% 81 $3K

"% 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.