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Disclosery

OCTM FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQUIT (fund)

38 managers (38 13F filers) reported a position in OCTM shares at 2026-06-30, 554,804 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
38
13F filers
38
New
5
Added
5
Reduced
12
Sold out
1
Shares held by filers
554,804

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC54,694$1.84M0.01%-16,24613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.42,783$1.44M0.02%+2,77413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC32,362$1.09M0.01%-50013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,095$1.04M<0.01%+12,59413F-HRTimelineGroup
LVZ, Inc.29,688$998K0.1%+3,07413F-HRTimeline
Janney Montgomery Scott LLC23,499$790K<0.01%013F-HRTimeline
Capasso Planning Partners LLC23,318$783K0.39%013F-HRTimeline
OLD MISSION CAPITAL LLC23,142$778K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…22,057$741K<0.01%-2,44013F-HR/ATimeline
FWG Investments, LLC.20,569$691K0.37%013F-HRTimeline
Madrona Financial Services, LLC18,531$623K0.11%013F-HRTimeline
Maia Wealth LLC18,202$612K0.09%-54713F-HRTimeline
Buck Wealth Strategies, LLC18,140$609K0.06%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,770$563K<0.01%-7,31313F-HRTimeline
Americana Partners, LLC15,760$530K0.01%-64713F-HRTimeline
MGO ONE SEVEN LLC15,417$518K0.01%013F-HRTimeline
Cetera Investment Advisers14,057$472K<0.01%-12313F-HRTimeline
Beacon Financial Advisory LLC13,570$456K0.09%013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,786$430K<0.01%+82813F-HRTimelineGroup
BostonPremier Wealth LLC12,508$420K0.18%013F-HRTimeline
Atria Investments, Inc11,548$388K<0.01%-41013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,150$375K0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.10,600$356K0.01%+2,00013F-HRTimeline
WEALTHGARDEN F.S. LLC9,465$318K0.18%-913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,994$269K0.01%013F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC7,554$254K0.04%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,933$233K0.01%013F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC6,119$206K0.03%-61413F-HRTimeline
Integrity Financial Corp /WA4,449$149K0.07%-36113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,341$146K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.3,529$119K0.07%-313F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,987$100K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC2,464$82.8K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC2,249$75.6K0.08%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,215$74.4K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,326$44.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…600$20.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG333$11.2K<0.01%new13F-HRTimelineGroup