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

Financial Network Wealth 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	$73.2K	Hold	2,249	–	–	0.07%	213
2025 Q4	$73.4K	Buy	2,249 +1,798	+399%	+$58.3K	0.08%	206
2025 Q3	$14.5K	Hold	451	–	–	0.02%	407
2025 Q2	$14.2K	Hold	451	–	–	0.02%	396
2025 Q1	$13.7K	Buy	+451	New	+$13.8K	0.02%	378

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

Financial Network Wealth Advisors's OCTM Position: Q1 2026 in Review

Financial Network Wealth Advisors held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q1 2026 at 2,249 shares worth $73.2K. The position accounts for 0.07% of the portfolio, ranked #213.

Financial Network Wealth Advisors first reported a position in OCTM in Q1 2025 and has held it in 5 quarters since. The position peaked at $73.4K in Q4 2025. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

Financial Network Wealth Advisors held 2,249 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $73.2K as of Q1 2026.
Financial Network Wealth Advisors left its FT Vest U.S. Equity Max Buffer ETF - October share count unchanged in Q1 2026.
FT Vest U.S. Equity Max Buffer ETF - October made up 0.07% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #213 holding.
Financial Network Wealth Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q1 2025 and has held it in 5 quarters since.
Financial Network Wealth Advisors's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $73.4K 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 Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.