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

DHJJ Financial 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 Q1	–	Sell	-160	Closed	-$5.22K	–	1092
2025 Q4	$5.22K	Hold	160	–	–	﹤0.01%	627
2025 Q3	$5.15K	Hold	160	–	–	﹤0.01%	613
2025 Q2	$5.03K	Hold	160	–	–	﹤0.01%	605
2025 Q1	$4.86K	Hold	160	–	–	﹤0.01%	570
2024 Q4	$4.88K	Buy	+160	New	+$4.88K	﹤0.01%	554

Other funds holding OCTM

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $6.15B AUM 22.62% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $157M AUM 15.2% 1-Year Est. Return

Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

DHJJ Financial Advisors's OCTM Position: Q1 2026 in Review

DHJJ Financial Advisors sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q1 2026, closing a stake of 160 shares — an estimated $5.22K sold.

DHJJ Financial Advisors first reported a position in OCTM in Q4 2024 and held it in 5 quarters. The position peaked at $5.22K in Q4 2025. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

DHJJ Financial Advisors reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q1 2026 after selling out during the quarter.
DHJJ Financial Advisors sold 160 FT Vest U.S. Equity Max Buffer ETF - October shares in Q1 2026, an estimated $5.22K.
DHJJ Financial Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and held it in 5 quarters.
DHJJ Financial Advisors's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $5.22K 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 DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.