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OCTM

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

30 hedge funds and large institutions have $17.3M invested in FT Vest U.S. Equity Max Buffer ETF - October in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3130 (-1)

4.17% less ownership

Funds ownership: 61.14%56.98% (-4.2%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

14% less capital invested

Capital invested by funds: $20.1M → $17.3M (-$2.87M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1
Maia Wealth
Colorado
$4.07M -$1.19M -38,744 -22%
KAS
2
Kestra Advisory Services
Texas
$2.62M -$18.5K -603 -0.7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.15M +$45.4K +1,483 +4%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.03M +$95.8K +3,125 +10%
Citadel Advisors
5
Citadel Advisors
Florida
$910K +$442K +14,411 +93%
LI
6
LVZ Inc
Michigan
$878K
NWMG
7
Nicholson Wealth Management Group
South Carolina
$734K
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$726K -$506K -16,513 -41%
CPP
9
Capasso Planning Partners
South Carolina
$649K
GWM
10
Geneos Wealth Management
Colorado
$422K +$264K +8,600 +162%
CAM
11
Creekmur Asset Management
Illinois
$420K -$128K -4,178 -23%
JP Morgan Chase
12
JP Morgan Chase
New York
$418K +$293K +9,569 +227%
OMC
13
Old Mission Capital
Illinois
$416K +$72.7K +2,372 +21%
BWS
14
Buck Wealth Strategies
Colorado
$384K +$387K +12,640 New
BW
15
BostonPremier Wealth
Massachusetts
$380K
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$331K -$88.6K -2,890 -21%
DI
17
Diligent Investors
California
$310K
FFA
18
Farther Finance Advisors
California
$250K +$252K +8,214 New
CAL
19
Capital Analysts LLC
Pennsylvania
$247K +$4.57K +149 +2%
AWM
20
AE Wealth Management
Kansas
$243K -$338K -11,040 -58%
GFG
21
Grantvest Financial Group
New Jersey
$223K -$15.5K -507 -6%
ACM
22
Anfield Capital Management
California
$205K
Barclays
23
Barclays
United Kingdom
$130K +$61.4K +2,003 +88%
Osaic Holdings
24
Osaic Holdings
Arizona
$48.6K -$126K -4,106 -72%
HI
25
Harbour Investments
Wisconsin
$36.5K

OCTM Hedge Fund Activity: Q1 2025 in Review

30 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - October (OCTM) for Q1 2025, worth a combined $17.3M — down 14% from $20.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of OCTM and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 8 added.

The largest buyer was Citadel Advisors, adding an estimated $442K. The largest seller was Maia Wealth, cutting an estimated $1.19M.

  • 30 institutional investors held FT Vest U.S. Equity Max Buffer ETF - October (OCTM) as of Q1 2025, down from 31 in Q4 2024.
  • Funds reported $17.3M of FT Vest U.S. Equity Max Buffer ETF - October stock for Q1 2025, down 14% quarter-over-quarter.
  • 4 funds opened new FT Vest U.S. Equity Max Buffer ETF - October positions in Q1 2025 and 5 closed out, a net change of -1 holder.
  • The largest FT Vest U.S. Equity Max Buffer ETF - October buyer in Q1 2025 was Citadel Advisors, an estimated $442K added.
  • The largest FT Vest U.S. Equity Max Buffer ETF - October seller in Q1 2025 was Maia Wealth, an estimated $1.19M sold.

Based on aggregated 13F filings for Q1 2025.