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FT Vest US EQ MAX BUF OCT (OCTM)

CUSIP: 33740F136 | NYSE | 64 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.171,77618.6%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.171,776
18.6% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Apollon Wealth Management, LLC31,212
0.0% of portfolio›$1.1M
LVZ, Inc.26,429
0.1% of portfolio›$904.3K
Cambridge Investment Research Advisors, Inc.20,948
0.0% of portfolio›$717.0K
FWG Investments, Llc.20,569
0.3% of portfolio›$703.8K
Madrona Financial Services, LLC18,531
0.1% of portfolio›$634.0K
Buck Wealth Strategies, LLC18,140
0.1% of portfolio›$620.7K
Kestra Advisory Services, LLC16,282
0.0% of portfolio›$557.1K
Americana Partners, LLC15,674
0.0% of portfolio›$536.3K
MGO One Seven LLC15,417
0.0% of portfolio›$527.5K
Commonwealth Equity Services, LLC13,983
0.0% of portfolio›$478.4K
Beacon Financial Advisory LLC13,570
0.1% of portfolio›$464.3K
BostonPremier Wealth LLC12,508
0.2% of portfolio›$428.0K
Atria Investments, Inc11,173
0.0% of portfolio›$382.3K
Wealth Enhancement Advisory Services, LLC7,151
0.0% of portfolio›$245.0K
Milestone Asset Management, LLC6,119
0.0% of portfolio›$209.4K
Evolution Wealth Management Inc.3,523
0.1% of portfolio›$120.5K
Tounjian Advisory Partners, LLC2,987
0.0% of portfolio›$102.2K
Farther Finance Advisors, LLC2,464
0.0% of portfolio›$84.3K
Financial Network Wealth Advisors LLC2,249
0.1% of portfolio›$77.0K
CoreCap Advisors, LLC923
0.0% of portfolio›$31.6K
Capital Investment Advisory Services, LLC600
0.0% of portfolio›$20.5K
StyleTurnoverLocationFiled
Apollon Wealth Management, LLC
31,212$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
LVZ, Inc.
26,429$904.3K0.1%ETFLowHolland, MI2026-10-20
Cambridge Investment Research Advisors, Inc.
20,948$717.0K0.0%ETFLowFairfield, IA2026-11-02
FWG Investments, Llc.
20,569$703.8K0.3%ETFMediumLexington, KY2026-11-03
Madrona Financial Services, LLC
18,531$634.0K0.1%ETFLowEverett, WA2026-10-23
Buck Wealth Strategies, LLC
18,140$620.7K0.1%ValueMediumDenver, CO2026-10-28
Kestra Advisory Services, LLC
16,282$557.1K0.0%CoreLowAustin, TX2026-11-02
Americana Partners, LLC
15,674$536.3K0.0%CoreMediumHouston, TX2026-10-28
MGO One Seven LLC
15,417$527.5K0.0%GrowthLowBeachwood, OH2026-10-28
Commonwealth Equity Services, LLC
13,983$478.4K0.0%ETFLowWaltham, MA2026-11-02
Beacon Financial Advisory LLC
13,570$464.3K0.1%ETFLowCleveland, OH2026-10-16
BostonPremier Wealth LLC
12,508$428.0K0.2%ETFVery LowHanover, MA2026-10-16
Atria Investments, Inc
11,173$382.3K0.0%CoreMediumCharlotte, NC2026-10-15
Wealth Enhancement Advisory Services, LLC
7,151$245.0K0.0%CoreLowPlymouth, MN2026-10-13
Milestone Asset Management, LLC
6,119$209.4K0.0%GrowthHighPittsburgh, PA2026-10-15
Evolution Wealth Management Inc.
3,523$120.5K0.1%ETFMediumFort Myers, FL2026-10-28
Tounjian Advisory Partners, LLC
2,987$102.2K0.0%GrowthHighFort Myers, FL2026-11-04
Farther Finance Advisors, LLC
2,464$84.3K0.0%IndexLowSan Francisco, CA2026-10-08
Financial Network Wealth Advisors LLC
2,249$77.0K0.1%ETFLowMurray, UT2026-10-28
CoreCap Advisors, LLC
923$31.6K0.0%ETFMediumSouthfield, MI2026-10-08
Capital Investment Advisory Services, LLC
600$20.5K0.0%CoreMediumRaleigh, NC2026-10-30
New 5%+ stake
No 13F filer matched