Cambridge Investment Research Advisors
OCTM

Cambridge Investment Research Advisors’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$741K Sell
22,057
-2,440
-10% -$81.3K ﹤0.01% 2581
2026
Q1 		$797K Sell
24,497
-5,298
-18% -$173K ﹤0.01% 2366
2025
Q4 		$973K Sell
29,795
-13,734
-32% -$445K ﹤0.01% 2117
2025
Q3 		$1.4M Buy
43,529
+246
+0.6% +$7.83K ﹤0.01% 1785
2025
Q2 		$1.36M Buy
43,283
+19,368
+81% +$594K ﹤0.01% 1714
2025
Q1 		$726K Sell
23,915
-16,513
-41% -$506K ﹤0.01% 2124
2024
Q4 		$1.23M Buy
+40,428
New +$1.23M ﹤0.01% 1701

Other funds holding OCTM

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return

Cambridge Investment Research Advisors's OCTM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 10% in Q2 2026, selling an estimated $81.3K and leaving 22,057 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

Cambridge Investment Research Advisors first reported a position in OCTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2025. 20 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

  • Cambridge Investment Research Advisors held 22,057 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $741K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,440 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2026, an estimated $81.3K.
  • FT Vest U.S. Equity Max Buffer ETF - October made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2581 holding.
  • Cambridge Investment Research Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 7 quarters since.
  • Cambridge Investment Research Advisors's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $1.4M in Q3 2025.
  • 20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.