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

Osaic Holdings’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	$72.1K	Hold	2,215	–	–	﹤0.01%	4919
2025 Q4	$72.3K	Buy	2,215 +615	+38%	+$19.9K	﹤0.01%	4974
2025 Q3	$51.5K	Hold	1,600	–	–	﹤0.01%	5293
2025 Q2	$50.3K	Hold	1,600	–	–	﹤0.01%	5052
2025 Q1	$48.6K	Sell	1,600 -4,106	-72%	-$126K	﹤0.01%	4738
2024 Q4	$174K	Buy	+5,706	New	+$174K	﹤0.01%	3724

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

Osaic Holdings's OCTM Position: Q1 2026 in Review

Osaic Holdings held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q1 2026 at 2,215 shares worth $72.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4919.

Osaic Holdings first reported a position in OCTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $174K in Q4 2024. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

Osaic Holdings held 2,215 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $72.1K as of Q1 2026.
Osaic Holdings 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 ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4919 holding.
Osaic Holdings first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 6 quarters since.
Osaic Holdings's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $174K in Q4 2024.
36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.