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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$269K Hold
7,994
– – 0.01% 628
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

Capital Analysts LLC's OCTM Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q2 2026 at 7,994 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #628.

Capital Analysts LLC first reported a position in OCTM in Q4 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

  • Capital Analysts LLC held 7,994 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $269K as of Q2 2026.
  • Capital Analysts LLC left its FT Vest U.S. Equity Max Buffer ETF - October share count unchanged in Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - October made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #628 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 7 quarters since.
  • 38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.