DFP
OCTM

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

Defined Financial Planning’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
2025
Q3 		$382K Buy
11,858
+3,479
+42% +$111K 0.32% 39
2025
Q2 		$264K Buy
+8,379
New +$257K 0.23% 57

Other funds holding OCTM

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Defined Financial Planning's OCTM Position: Q3 2025 in Review

Defined Financial Planning increased its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 42% in Q3 2025, buying an estimated $111K and bringing the position to 11,858 shares worth $382K. The position accounts for 0.32% of the portfolio, ranked #39.

Defined Financial Planning first reported a position in OCTM in Q2 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold OCTM as of Q3 2025.

  • Defined Financial Planning held 11,858 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $382K as of Q3 2025.
  • Defined Financial Planning bought 3,479 FT Vest U.S. Equity Max Buffer ETF - October shares in Q3 2025, an estimated $111K.
  • FT Vest U.S. Equity Max Buffer ETF - October made up 0.32% of Defined Financial Planning's portfolio in Q3 2025, its #39 holding.
  • Defined Financial Planning first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q2 2025 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.