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OCTM

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

31 hedge funds and large institutions have $20.1M invested in FT Vest U.S. Equity Max Buffer ETF - October in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.14% more ownership

Funds ownership: 0% → 61.14% (+61%)

Holders
31
Holders Change
+31
Holders Change %
–
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MW
Maia Wealth
Colorado
+$5.29M
2
KAS
Kestra Advisory Services
Texas
+$2.65M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.23M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$943K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1
Maia Wealth
Colorado
$5.29M +$5.29M +173,433 New
KAS
2
Kestra Advisory Services
Texas
$2.65M +$2.65M +86,768 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.23M +$1.23M +40,428 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.11M +$1.11M +36,234 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$943K +$943K +30,907 New
LI
6
LVZ Inc
Michigan
$882K +$882K +28,914 New
NWMG
7
Nicholson Wealth Management Group
South Carolina
$738K +$738K +24,186 New
WP
8
WealthPLAN Partners
Nebraska
$708K +$708K +23,220 New
CPP
9
Capasso Planning Partners
South Carolina
$653K +$652K +21,390 New
AWM
10
AE Wealth Management
Kansas
$581K +$581K +19,040 New
WIM
11
WealthPlan Investment Management
Nebraska
$565K +$565K +18,507 New
CAM
12
Creekmur Asset Management
Illinois
$550K +$550K +18,026 New
CW
13
CreativeOne Wealth
Kansas
$481K +$480K +15,750 New
Citadel Advisors
14
Citadel Advisors
Florida
$475K +$475K +15,577 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$421K +$420K +13,783 New
Jane Street
16
Jane Street
New York
$384K +$384K +12,597 New
BW
17
BostonPremier Wealth
Massachusetts
$382K +$382K +12,508 New
OMC
18
Old Mission Capital
Illinois
$346K +$346K +11,328 New
DI
19
Diligent Investors
California
$311K +$311K +10,200 New
CAL
20
Capital Analysts LLC
Pennsylvania
$244K +$244K +7,994 New
GFG
21
Grantvest Financial Group
New Jersey
$240K +$240K +7,857 New
ACM
22
Anfield Capital Management
California
$206K +$206K +6,740 New
Osaic Holdings
23
Osaic Holdings
Arizona
$174K +$174K +5,706 New
GWM
24
Geneos Wealth Management
Colorado
$162K +$162K +5,300 New
JP Morgan Chase
25
JP Morgan Chase
New York
$128K +$128K +4,210 New
1
2

OCTM Hedge Fund Activity: Q4 2024 in Review

31 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - October (OCTM) for Q4 2024, worth a combined $20.1M.

Buyers outnumbered sellers: 31 funds opened new OCTM positions and 0 closed out — a net gain of 31 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Maia Wealth, opening a new position worth an estimated $5.29M.

  • 31 institutional investors held FT Vest U.S. Equity Max Buffer ETF - October (OCTM) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $20.1M of FT Vest U.S. Equity Max Buffer ETF - October stock for Q4 2024.
  • 31 funds opened new FT Vest U.S. Equity Max Buffer ETF - October positions in Q4 2024 and 0 closed out, a net change of +31 holders.
  • The largest FT Vest U.S. Equity Max Buffer ETF - October buyer in Q4 2024 was Maia Wealth, an estimated $5.29M added.

Based on aggregated 13F filings for Q4 2024.