FT Vest US Eq Max Buf OctOCTMETF

13F holders, Q1 2026 (March 31)
36holders −6
2new positions
8sold out
$32.53avg. 13F price*

At the end of Q1 2026, 36 institutions reported holding FT Vest US Eq Max Buf Oct (OCTM) in their 13F filings, down 6 from Q4 2025. 2 opened new positions and 8 sold out. The largest holders were Kestra Advisory Services, LLC ($2.3M), Harbour Investments, Inc. ($1.3M) and Apollon Wealth Management, LLC ($1.1M).

Company
FT Vest US Eq Max Buf Oct
Filed as
FIRST TR EXCHNG TRADED FD VI (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$646K
Exits8$933K

All 13F filers, Q4 2025 → Q1 2026: 56,043 shares bought and 39,571 shares sold, net +16,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 36 holders

Kestra Advisory Services, LLC 0.01% Reduce -0.2% 70,940 $2.3M
Harbour Investments, Inc. 0.02% Add +230.6% 40,009 $1.3M
Apollon Wealth Management, LLC 0.02% Reduce -2.5% 32,862 $1.1M
LVZ, Inc. 0.10% No change 26,614 $866K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -17.8% 24,497 $797K
Commonwealth Equity Services, LLC 0.00% Reduce -10.7% 24,083 $783K
Janney Montgomery Scott LLC 0.00% No change 23,499 $764K
Capasso Planning Partners LLC 0.41% Add +5.7% 23,318 $759K
FWG Investments, LLC. 0.43% No change 20,569 $669K
Maia Wealth LLC 0.10% New 18,749 $610K
Madrona Financial Services, LLC 0.13% No change 18,531 $603K
Susquehanna International Group, LLP 0.00% Add +55.4% 18,501 $602K
Buck Wealth Strategies, LLC 0.07% No change 18,140 $590K
Americana Partners, LLC 0.01% Reduce -0.8% 16,407 $534K
Mgo One Seven LLC 0.01% No change 15,417 $502K
Cetera Investment Advisers 0.00% Add +2.6% 14,180 $461K
Beacon Financial Advisory LLC 0.10% No change 13,570 $441K
BostonPremier Wealth LLC 0.21% No change 12,508 $407K
Atria Investments, Inc 0.00% Reduce -3.7% 11,958 $389K
Mariner, LLC 0.00% Reduce -3.7% 11,958 $389K
Wealthgarden F.S. LLC 0.21% No change 9,474 $308K
Geneos Wealth Management Inc. 0.01% No change 8,600 $280K
Capital Analysts, LLC 0.01% No change 7,994 $260K
Gallagher Fiduciary Advisors, LLC 0.01% No change 6,933 $226K
Cwm, LLC 0.00% Reduce -0.3% 6,830 $222K
Milestone Asset Management, LLC 0.04% No change 6,733 $219K
Anfield Capital Management, LLC 0.05% No change 5,420 $176K
Integrity Financial Corp 0.08% Add +1.1% 4,810 $156K
Barclays PLC 0.00% Reduce -11.3% 4,341 $141K
Evolution Wealth Management Inc. 0.08% Reduce -0.1% 3,532 $115K
Farther Finance Advisors, LLC 0.00% No change 2,464 $80K
Financial Network Wealth Advisors LLC 0.07% No change 2,249 $73K
Osaic Holdings, Inc. 0.00% No change 2,215 $72K
AE Wealth Management LLC 0.00% Reduce -1.1% 1,326 $43K
Advisory Services Network, LLC 0.00% New 1,117 $36K
Capital Investment Advisory Services, LLC 0.00% Reduce -22.6% 600 $20K

"% 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.