Cetera Investment Advisers
OCTM

Cetera Investment Advisers’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Cetera Investment Advisers’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 		$461K Buy
14,180
+361
+3% +$11.8K ﹤0.01% 3584
2025
Q4 		$451K Buy
13,819
+3,745
+37% +$121K ﹤0.01% 3526
2025
Q3 		$324K Sell
10,074
-1,198
-11% -$38.1K ﹤0.01% 3763
2025
Q2 		$354K Buy
11,272
+379
+3% +$11.6K ﹤0.01% 3251
2025
Q1 		$331K Sell
10,893
-2,890
-21% -$88.6K ﹤0.01% 3188
2024
Q4 		$421K Buy
+13,783
New +$420K ﹤0.01% 2814

Other funds holding OCTM

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $8.23B AUM 30.88% 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 $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $189M AUM 18.47% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Cetera Investment Advisers's OCTM Position: Q1 2026 in Review

Cetera Investment Advisers increased its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 2.6% in Q1 2026, buying an estimated $11.8K and bringing the position to 14,180 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #3584.

Cetera Investment Advisers first reported a position in OCTM in Q4 2024 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

  • Cetera Investment Advisers held 14,180 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $461K as of Q1 2026.
  • Cetera Investment Advisers bought 361 FT Vest U.S. Equity Max Buffer ETF - October shares in Q1 2026, an estimated $11.8K.
  • FT Vest U.S. Equity Max Buffer ETF - October made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3584 holding.
  • Cetera Investment Advisers 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.
  • 36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.