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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
KAS
1
Kestra Advisory Services
Texas
$2.32M +$681K +20,998 +42%
AWM
2
Apollon Wealth Management
South Carolina
$1.1M -$590K -18,208 -35%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$973K -$445K -13,734 -32%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$880K +$402K +12,399 +85%
LI
5
LVZ Inc
Michigan
$869K -$74.6K -2,300 -8%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$767K +$25K +772 +3%
CPP
7
Capasso Planning Partners
South Carolina
$720K +$21.5K +663 +3%
FI
8
FWG Investments
Kentucky
$672K +$667K +20,569 New
MFS
9
Madrona Financial Services
Washington
$605K +$601K +18,531 New
BWS
10
Buck Wealth Strategies
Colorado
$592K +$25.9K +800 +5%
IMC Chicago
11
IMC Chicago
Illinois
$574K +$570K +17,570 New
AP
12
Americana Partners
Texas
$540K +$536K +16,533 New
MOS
13
MGO One Seven
Ohio
$503K +$500K +15,417 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$451K +$121K +3,745 +37%
BFA
15
Beacon Financial Advisory
Ohio
$443K +$440K +13,570 New
BW
16
BostonPremier Wealth
Massachusetts
$408K
AI
17
Atria Investments
North Carolina
$406K +$19.6K +606 +5%
Mariner
18
Mariner
Kansas
$406K +$403K +12,420 New
HI
19
Harbour Investments
Wisconsin
$395K +$367K +11,318 +1,444%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$389K -$154K -4,740 -28%
WFS
21
WealthGarden F.S.
California
$311K -$6.97K -215 -2%
GWM
22
Geneos Wealth Management
Colorado
$281K
Citadel Advisors
23
Citadel Advisors
Florida
$262K -$615K -18,969 -70%
CAL
24
Capital Analysts LLC
Pennsylvania
$261K
GFA
25
Gallagher Fiduciary Advisors
Illinois
$226K +$225K +6,933 New

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.