Capital Analysts LLC’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Capital Analysts LLC’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	$260K	Hold	7,994	–	–	0.01%	593
2025 Q4	$261K	Hold	7,994	–	–	0.01%	570
2025 Q3	$257K	Hold	7,994	–	–	0.01%	551
2025 Q2	$251K	Sell	7,994 -149	-2%	-$4.57K	0.01%	506
2025 Q1	$247K	Buy	8,143 +149	+2%	+$4.57K	0.01%	496
2024 Q4	$244K	Buy	+7,994	New	+$244K	0.01%	456

Other funds holding OCTM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Capital Analysts LLC's OCTM Position: Q1 2026 in Review

Capital Analysts LLC held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q1 2026 at 7,994 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #593.

Capital Analysts LLC first reported a position in OCTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $261K in Q4 2025. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

Capital Analysts LLC held 7,994 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $260K as of Q1 2026.
Capital Analysts LLC 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 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #593 holding.
Capital Analysts LLC first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 6 quarters since.
Capital Analysts LLC's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $261K 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 Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.