FWG Investments’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

FWG Investments’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	$669K	Hold	20,569	–	–	0.43%	61
2025 Q4	$672K	Buy	+20,569	New	+$667K	0.43%	59

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

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

MFS

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

FWG Investments's OCTM Position: Q1 2026 in Review

FWG Investments held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q1 2026 at 20,569 shares worth $669K. The position accounts for 0.43% of the portfolio, ranked #61.

FWG Investments first reported a position in OCTM in Q4 2025 and has held it in 2 quarters since. The position peaked at $672K in Q4 2025. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

FWG Investments held 20,569 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $669K as of Q1 2026.
FWG Investments 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 0.43% of FWG Investments's portfolio in Q1 2026, its #61 holding.
FWG Investments first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2025 and has held it in 2 quarters since.
FWG Investments's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $672K 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 FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.