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

Farther Finance 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 Q2	$82.8K	Hold	2,464	–	–	﹤0.01%	2858
2026 Q1	$80.3K	Hold	2,464	–	–	﹤0.01%	2663
2025 Q4	$80.5K	Sell	2,464 -1,643	-40%	-$53.3K	﹤0.01%	2481
2025 Q3	$132K	Sell	4,107 -4,107	-50%	-$131K	﹤0.01%	1862
2025 Q2	$258K	Hold	8,214	–	–	0.01%	1260
2025 Q1	$250K	Buy	+8,214	New	+$252K	0.01%	1137

Other funds holding OCTM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

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

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Farther Finance Advisors's OCTM Position: Q2 2026 in Review

Farther Finance Advisors held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q2 2026 at 2,464 shares worth $82.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Farther Finance Advisors first reported a position in OCTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $258K in Q2 2025. 20 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Farther Finance Advisors held 2,464 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $82.8K as of Q2 2026.
Farther Finance Advisors 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 Farther Finance Advisors's portfolio in Q2 2026, its #2858 holding.
Farther Finance Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $258K in Q2 2025.
20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.