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

$33.61 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for FT Vest U.S. Equity Max Buffer ETF - October (BATS:OCTM)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$10.61M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.53M
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OCTM Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/27/2026Capasso Planning Partners LLC23,318$759K0.4%+5.7%2.521%
5/13/2026Cetera Investment Advisers14,180$461K0.0%+2.6%1.533%
4/23/2026Apollon Wealth Management LLC32,862$1.07M0.0%-2.5%3.553%
2/17/2026Cetera Investment Advisers13,819$451K0.0%+37.2%1.494%
2/17/2026Beacon Financial Advisory LLC13,570$443K0.1%N/A1.467%
2/16/2026Mariner LLC12,420$406K0.0%N/A1.343%
2/16/2026Financial Network Wealth Advisors LLC2,249$73K0.1%+398.7%0.243%
2/16/2026Integrity Financial Corp WA4,760$155K0.1%N/A0.515%
2/16/2026Barclays PLC4,895$160K0.0%-17.4%0.529%
2/13/2026Kestra Advisory Services LLC71,093$2.32M0.0%+41.9%7.686%
2/12/2026Commonwealth Equity Services LLC26,953$880K0.0%+85.2%2.914%
2/11/2026Janney Montgomery Scott LLC23,499$767K0.0%+3.4%2.540%
2/9/2026Harbour Investments Inc.12,102$395K0.0%+1,443.6%1.308%
2/6/2026Americana Partners LLC16,533$540K0.0%N/A1.787%
2/3/2026Buck Wealth Strategies LLC18,140$592K0.1%+4.6%1.961%
2/3/2026MGO One Seven LLC15,417$503K0.0%N/A1.667%
2/2/2026LVZ Inc.26,614$869K0.1%-8.0%2.877%
1/29/2026IMC Chicago LLC17,570$574K0.0%N/A1.899%
1/28/2026Milestone Asset Management LLC6,733$220K0.0%N/A0.728%
1/28/2026FWG Investments LLC.20,569$672K0.4%N/A2.224%
1/26/2026CWM LLC6,853$224K0.0%N/A0.741%
1/23/2026Farther Finance Advisors LLC2,464$80K0.0%-40.0%0.266%
1/22/2026Madrona Financial Services LLC18,531$605K0.1%N/A2.003%
1/22/2026Apollon Wealth Management LLC33,709$1.10M0.0%-35.1%3.644%
11/18/2025Advisory Services Network LLC1,117$36K0.0%N/A0.121%
11/17/2025Susquehanna International Group LLP16,647$536K0.0%-6.0%1.800%
11/17/2025Citadel Advisors LLC27,000$869K0.0%+115.0%2.919%
11/12/2025Creekmur Asset Management LLC9,299$299K0.0%-22.8%1.005%
11/6/2025Ameritas Advisory Services LLC3,180$102K0.0%N/A0.344%
11/4/2025Wealthgarden F.S. LLC9,689$314K0.2%N/A1.047%
10/15/2025Defined Financial Planning LLC11,858$382K0.3%+41.5%1.282%
10/14/2025Farther Finance Advisors LLC4,107$132K0.0%-50.0%0.444%
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%
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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%


OCTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 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 ($2.32M), Apollon Wealth Management LLC ($1.07M), Commonwealth Equity Services LLC ($880K), LVZ Inc. ($869K), Citadel Advisors LLC ($869K), and Janney Montgomery Scott LLC ($767K).Learn more on FT Vest U.S. Equity Max Buffer ETF - October's institutional investors.

Of the 46 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 ($48.63K), Citadel Advisors LLC ($30.02K), LVZ Inc. ($28.91K), Nicholson Wealth Management Group LLC ($24.19K), and Janney Montgomery Scott LLC ($23.50K).

Institutional investors have bought a total of 329,580 shares in the last 24 months. This purchase volume represents approximately $10.61M in transactions.

Of the 10 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: Apollon Wealth Management LLC ($19.06K), JPMorgan Chase & Co. ($11.11K), Farther Finance Advisors LLC ($5.75K), Creekmur Asset Management LLC ($4.55K), LVZ Inc. ($2.30K), Anfield Capital Management LLC ($1.32K), and Susquehanna International Group LLP ($1.06K).

Institutional investors have sold a total of 47,458 shares in the last 24 months. This volume of shares sold represents approximately $1.53M in transactions.


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This page (BATS:OCTM) was last updated on 7/5/2026 by MarketBeat.com Staff.
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