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FT Vest U.S. Equity Max Buffer ETF - October (OCTM) Institutional Ownership

$32.21 +0.07 (+0.20%)
As of 10/3/2025 03:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for FT Vest U.S. Equity Max Buffer ETF - October (BATS:OCTM)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$18.56M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.75M
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OCTM Institutional Buying and Selling by Quarter

FT Vest U.S. Equity Max Buffer ETF - October Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/29/2025Evolution Wealth Management Inc.3,552$112K0.1%N/A0.384%
8/18/2025Geneos Wealth Management Inc.8,600$270K0.0%+62.3%0.930%
8/13/2025Maia Wealth LLC136,936$4.30M0.8%+1.7%14.804%
8/12/2025JPMorgan Chase & Co.2,667$84K0.0%-80.6%0.288%
8/11/2025Anfield Capital Management LLC5,420$170K0.1%-19.6%0.586%
8/8/2025Cetera Investment Advisers11,272$354K0.0%+3.5%1.219%
8/4/2025Creekmur Asset Management LLC12,043$378K0.1%-13.0%1.302%
8/4/2025Atria Investments Inc7,305$230K0.0%N/A0.790%
8/4/2025Buck Wealth Strategies LLC17,340$545K0.1%+37.2%1.875%
7/29/2025Nicholson Wealth Management Group LLC23,326$733K0.5%-3.6%2.522%
7/28/2025Harbour Investments Inc.784$25K0.0%-34.8%0.085%
7/25/2025Commonwealth Financial Services LLC6,504$204K0.0%N/A0.703%
7/25/2025Apollon Wealth Management LLC52,170$1.64M0.0%N/A5.640%
7/23/2025Defined Financial Planning LLC8,379$264K0.2%N/A0.906%
7/17/2025Janney Montgomery Scott LLC22,727$714K0.0%N/A2.457%
5/15/2025OLD Mission Capital LLC13,700$416K0.0%+20.9%1.442%
5/14/2025Kestra Advisory Services LLC86,165$2.62M0.0%-0.7%9.070%
5/12/2025Maia Wealth LLC134,689$4.07M0.9%-22.3%13.814%
5/8/2025Grantvest Financial Group LLC7,350$223K0.2%-6.5%0.754%
5/6/2025Cetera Investment Advisers10,893$331K0.0%-21.0%1.117%
5/6/2025AE Wealth Management LLC8,000$243K0.0%-58.0%0.821%
5/5/2025Creekmur Asset Management LLC13,848$420K0.1%-23.2%1.420%
4/22/2025Cambridge Investment Research Advisors Inc.23,915$726K0.0%-40.8%2.453%
4/22/2025Buck Wealth Strategies LLC12,640$384K0.1%N/A1.296%
4/14/2025Farther Finance Advisors LLC8,214$250K0.0%N/A0.821%
2/17/2025Diligent Investors LLC10,200$311K0.1%N/A0.000%
2/17/2025Cetera Investment Advisers13,783$421K0.0%N/A0.000%
2/17/2025Citadel Advisors LLC15,577$475K0.0%N/A0.000%
2/14/2025Jane Street Group LLC12,597$384K0.0%N/A0.000%
2/14/2025Capital Analysts LLC7,994$244K0.0%N/A0.000%
2/14/2025Coppell Advisory Solutions LLC4,043$124K0.0%N/A0.000%
2/13/2025CreativeOne Wealth LLC15,750$481K0.0%N/A0.000%
2/13/2025Barclays PLC2,281$70K0.0%N/A0.000%
2/12/2025Creekmur Asset Management LLC18,026$550K0.1%N/A0.000%
2/12/2025OLD Mission Capital LLC11,328$346K0.0%N/A0.000%
2/12/2025JPMorgan Chase & Co.4,210$128K0.0%N/A0.000%
2/11/2025Grantvest Financial Group LLC7,857$240K0.3%N/A0.000%
2/10/2025Harbour Investments Inc.1,203$37K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC36,234$1.11M0.0%N/A0.000%
2/10/2025Capasso Planning Partners LLC21,390$653K0.3%N/A0.000%
2/6/2025LVZ Inc.28,914$882K0.1%N/A0.000%
2/5/2025Maia Wealth LLC173,433$5.29M1.1%N/A0.000%
2/5/2025Anfield Capital Management LLC6,740$206K0.1%N/A0.000%
2/3/2025Nicholson Wealth Management Group LLC24,186$738K0.5%N/A0.000%
1/30/2025WealthPlan Investment Management LLC18,507$565K0.1%N/A0.000%
1/30/2025WealthPLAN Partners LLC23,220$708K0.1%N/A0.000%
1/29/2025BostonPremier Wealth LLC12,508$382K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

OCTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTM shares?

During the previous two years, 34 institutional investors and hedge funds held shares of FT Vest U.S. Equity Max Buffer ETF - October. The most heavily invested institutionals were Maia Wealth LLC ($4.30M), Kestra Advisory Services LLC ($2.62M), Apollon Wealth Management LLC ($1.64M), Commonwealth Equity Services LLC ($1.11M), LVZ Inc. ($882K), Nicholson Wealth Management Group LLC ($733K), and Cambridge Investment Research Advisors Inc. ($726K).Learn more on FT Vest U.S. Equity Max Buffer ETF - October's institutional investors.

Which institutional investors have been buying FT Vest U.S. Equity Max Buffer ETF - October's stock?

Of the 31 institutional investors that purchased FT Vest U.S. Equity Max Buffer ETF - October's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Maia Wealth LLC ($175.68K), Apollon Wealth Management LLC ($52.17K), Commonwealth Equity Services LLC ($36.23K), LVZ Inc. ($28.91K), Nicholson Wealth Management Group LLC ($24.19K), WealthPLAN Partners LLC ($23.22K), and Janney Montgomery Scott LLC ($22.73K).

How much institutional buying is happening at FT Vest U.S. Equity Max Buffer ETF - October?

Institutional investors have bought a total of 604,470 shares in the last 24 months. This purchase volume represents approximately $18.56M in transactions.

Which of FT Vest U.S. Equity Max Buffer ETF - October's major shareholders have been selling company stock?

Of the 11 institutional investors that sold FT Vest U.S. Equity Max Buffer ETF - October's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Maia Wealth LLC ($38.74K), Cambridge Investment Research Advisors Inc. ($16.51K), JPMorgan Chase & Co. ($11.11K), AE Wealth Management LLC ($11.04K), Creekmur Asset Management LLC ($5.98K), Cetera Investment Advisers ($2.89K), and Anfield Capital Management LLC ($1.32K).

How much institutional selling is happening at FT Vest U.S. Equity Max Buffer ETF - October?

Institutional investors have sold a total of 89,991 shares in the last 24 months. This volume of shares sold represents approximately $2.75M in transactions.



This page (BATS:OCTM) was last updated on 10/5/2025 by MarketBeat.com Staff
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