BFA
OCTM

Beacon Financial Advisory’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Beacon Financial Advisory’s Portfolio OCTM Stock Details OCTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$441K Hold
13,570
– – 0.1% 248
2025
Q4 		$443K Buy
+13,570
New +$440K 0.1% 231

Other funds holding OCTM

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Beacon Financial Advisory's OCTM Position: Q1 2026 in Review

Beacon Financial Advisory held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q1 2026 at 13,570 shares worth $441K. The position accounts for 0.1% of the portfolio, ranked #248.

Beacon Financial Advisory first reported a position in OCTM in Q4 2025 and has held it in 2 quarters since. The position peaked at $443K in Q4 2025. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

  • Beacon Financial Advisory held 13,570 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $441K as of Q1 2026.
  • Beacon Financial Advisory left its FT Vest U.S. Equity Max Buffer ETF - October share count unchanged in Q1 2026.
  • FT Vest U.S. Equity Max Buffer ETF - October made up 0.1% of Beacon Financial Advisory's portfolio in Q1 2026, its #248 holding.
  • Beacon Financial Advisory first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2025 and has held it in 2 quarters since.
  • Beacon Financial Advisory's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $443K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.