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OCTM

FT Vest U.S. Equity Max Buffer ETF - October

42 hedge funds and large institutions have $16.8M invested in FT Vest U.S. Equity Max Buffer ETF - October in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

24% more funds holding

Funds holding: 3442 (+8)

18% more capital invested

Capital invested by funds: $14.2M → $16.8M (+$2.55M)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

5.98% less ownership

Funds ownership: 63.14%57.16% (-6%)

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
10
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$224K +$222K +6,853 New
MAM
27
Milestone Asset Management
Pennsylvania
$220K +$218K +6,733 New
ACM
28
Anfield Capital Management
California
$177K
Barclays
29
Barclays
United Kingdom
$160K -$33.5K -1,033 -17%
IF
30
Integrity Financial
Wyoming
$155K +$154K +4,760 New
EWM
31
Evolution Wealth Management
Florida
$115K
FFA
32
Farther Finance Advisors
California
$80.5K -$53.3K -1,643 -40%
FNWA
33
Financial Network Wealth Advisors
Utah
$73.4K +$58.3K +1,798 +399%
Osaic Holdings
34
Osaic Holdings
Arizona
$72.3K +$19.9K +615 +38%
AWM
35
AE Wealth Management
Kansas
$43.8K +$43.5K +1,341 New
Bank of America
36
Bank of America
North Carolina
$41.7K +$41.4K +1,278 New
CIAS
37
Capital Investment Advisory Services
North Carolina
$25.3K
SAG
38
SageView Advisory Group
California
$22K +$21.9K +675 New
JP Morgan Chase
39
JP Morgan Chase
New York
$15.1K -$71.5K -2,206 -83%
AAP
40
Arax Advisory Partners
Colorado
$10.6K +$10.6K +327 New
DFA
41
DHJJ Financial Advisors
Illinois
$5.22K
UBS Group
42
UBS Group
Switzerland
$2.65K -$4.73K -146 -64%
OMC
43
Old Mission Capital
Illinois
-$386K -12,005 Closed
LPL Financial
44
LPL Financial
California
-$204K -6,325 Closed
AAS
45
Ameritas Advisory Services
Nebraska
-$102K -3,180 Closed
SWGC
46
Summit Wealth Group (Colorado)
Colorado
-$595K -1,990 Closed
ASN
47
Advisory Services Network
Georgia
-$35.9K -1,117 Closed

OCTM Hedge Fund Activity: Q4 2025 in Review

42 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - October (OCTM) for Q4 2025, worth a combined $16.8M — up 18% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OCTM positions and 5 closed out — a net gain of 10 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $681K. The largest seller was Citadel Advisors, cutting an estimated $615K.

  • 42 institutional investors held FT Vest U.S. Equity Max Buffer ETF - October (OCTM) as of Q4 2025, up from 34 in Q3 2025.
  • Funds reported $16.8M of FT Vest U.S. Equity Max Buffer ETF - October stock for Q4 2025, up 18% quarter-over-quarter.
  • 15 funds opened new FT Vest U.S. Equity Max Buffer ETF - October positions in Q4 2025 and 5 closed out, a net change of +10 holders.
  • The largest FT Vest U.S. Equity Max Buffer ETF - October buyer in Q4 2025 was Kestra Advisory Services, an estimated $681K added.
  • The largest FT Vest U.S. Equity Max Buffer ETF - October seller in Q4 2025 was Citadel Advisors, an estimated $615K sold.

Based on aggregated 13F filings for Q4 2025.