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OCTM

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

33 hedge funds and large institutions have $17.5M invested in FT Vest U.S. Equity Max Buffer ETF - October in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

10% more funds holding

Funds holding: 3033 (+3)

3.13% more ownership

Funds ownership: 56.98%60.1% (+3.1%)

1% more capital invested

Capital invested by funds: $17.3M → $17.5M (+$194K)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1
Maia Wealth
Colorado
$4.3M +$69K +2,247 +2%
AWM
2
Apollon Wealth Management
South Carolina
$1.64M +$1.6M +52,170 New
KAS
3
Kestra Advisory Services
Texas
$1.57M -$1.11M -36,070 -42%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.36M +$594K +19,368 +81%
LI
5
LVZ Inc
Michigan
$909K
NWMG
6
Nicholson Wealth Management Group
South Carolina
$733K -$26.4K -860 -4%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$714K +$697K +22,727 New
CPP
8
Capasso Planning Partners
South Carolina
$672K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$556K -$501K -16,325 -48%
BWS
10
Buck Wealth Strategies
Colorado
$545K +$144K +4,700 +37%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$465K -$704K -22,936 -61%
Citadel Advisors
12
Citadel Advisors
Florida
$395K -$535K -17,428 -58%
BW
13
BostonPremier Wealth
Massachusetts
$393K
CAM
14
Creekmur Asset Management
Illinois
$378K -$55.4K -1,805 -13%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$354K +$11.6K +379 +3%
DI
16
Diligent Investors
California
$321K
GWM
17
Geneos Wealth Management
Colorado
$270K -$163K -5,300 -38%
DFP
18
Defined Financial Planning
California
$264K +$257K +8,379 New
FFA
19
Farther Finance Advisors
California
$258K
CAL
20
Capital Analysts LLC
Pennsylvania
$251K -$4.57K -149 -2%
AI
21
Atria Investments
North Carolina
$230K +$224K +7,305 New
CFS
22
Commonwealth Financial Services
West Virginia
$204K +$200K +6,504 New
ACM
23
Anfield Capital Management
California
$170K -$40.5K -1,320 -20%
Barclays
24
Barclays
United Kingdom
$150K +$15.2K +495 +12%
EWM
25
Evolution Wealth Management
Florida
$112K +$109K +3,552 New

OCTM Hedge Fund Activity: Q2 2025 in Review

33 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - October (OCTM) for Q2 2025, worth a combined $17.5M — up 1.1% from $17.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OCTM positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $1.6M. The largest seller was Kestra Advisory Services, cutting an estimated $1.11M.

  • 33 institutional investors held FT Vest U.S. Equity Max Buffer ETF - October (OCTM) as of Q2 2025, up from 30 in Q1 2025.
  • Funds reported $17.5M of FT Vest U.S. Equity Max Buffer ETF - October stock for Q2 2025, up 1.1% quarter-over-quarter.
  • 6 funds opened new FT Vest U.S. Equity Max Buffer ETF - October positions in Q2 2025 and 3 closed out, a net change of +3 holders.
  • The largest FT Vest U.S. Equity Max Buffer ETF - October buyer in Q2 2025 was Apollon Wealth Management, an estimated $1.6M added.
  • The largest FT Vest U.S. Equity Max Buffer ETF - October seller in Q2 2025 was Kestra Advisory Services, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2025.