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

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Closing price 08/1/2025 03:00 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)
28
Total
Institutional Inflows
(last 12 months)
$17.89M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.30M
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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
7/29/2025 Nicholson Wealth Management Group LLC23,326$733K0.5%-3.6%2.522%
7/28/2025 Harbour Investments Inc.784$25K0.0%-34.8%0.085%
7/25/2025 Commonwealth Financial Services LLC6,504$204K0.0%N/A0.703%
7/25/2025 Apollon Wealth Management LLC52,170$1.64M0.0%N/A5.640%
7/23/2025 Defined Financial Planning LLC8,379$264K0.2%N/A0.906%
7/17/2025 Janney 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%
4/22/2025 Cambridge Investment Research Advisors Inc.23,915$726K0.0%-40.8%2.453%
4/22/2025Buck Wealth Strategies LLC12,640$384K0.1%N/A1.296%
4/14/2025 Farther Finance Advisors LLC8,214$250K0.0%N/A0.821%
2/17/2025 Diligent 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%
2/10/2025 Harbour 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%
2/6/2025 LVZ 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%
2/3/2025 Nicholson Wealth Management Group LLC24,186$738K0.5%N/A0.000%
1/30/2025 WealthPlan Investment Management LLC18,507$565K0.1%N/A0.000%
1/30/2025 WealthPLAN Partners LLC23,220$708K0.1%N/A0.000%
1/29/2025 BostonPremier 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, 31 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 ($4.07M), 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 28 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 ($173.43K), 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 582,987 shares in the last 24 months. This purchase volume represents approximately $17.89M in transactions.

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

Of the 9 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), AE Wealth Management LLC ($11.04K), Creekmur Asset Management LLC ($4.18K), Cetera Investment Advisers ($2.89K), Nicholson Wealth Management Group LLC ($860.00), and Kestra Advisory Services LLC ($603.00).

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

Institutional investors have sold a total of 75,754 shares in the last 24 months. This volume of shares sold represents approximately $2.30M in transactions.



This page (BATS:OCTM) was last updated on 8/2/2025 by MarketBeat.com Staff
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