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Disclosery

OCTM FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQUIT (fund)

34 managers (34 13F filers) reported a position in OCTM shares at 2025-06-30, 555,970 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
34
13F filers
34
New
5
Added
6
Reduced
11
Sold out
3
Shares held by filers
555,970

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Maia Wealth LLC136,936$4.3M0.82%+2,24713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC52,170$1.64M0.03%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC50,095$1.57M0.01%-36,07013F-HRTimelineGroup
Cambridge Investment Research Advisors,…43,283$1.36M<0.01%+19,36813F-HRTimeline
LVZ, Inc.28,914$909K0.11%013F-HRTimeline
Nicholson Wealth Management Group, LLC23,326$733K0.45%-86013F-HRTimeline
Janney Montgomery Scott LLC22,727$714K<0.01%new13F-HRTimeline
Capasso Planning Partners LLC21,390$672K0.38%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,707$556K<0.01%-16,32513F-HRTimelineGroup
Buck Wealth Strategies, LLC17,340$545K0.08%+4,70013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,781$465K<0.01%-22,93613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,560$395K<0.01%-17,42813F-HRTimelineGroup
BostonPremier Wealth LLC12,508$393K0.22%013F-HRTimeline
Creekmur Asset Management LLC12,043$378K0.07%-1,80513F-HRTimeline
Cetera Investment Advisers11,272$354K<0.01%+37913F-HRTimeline
Diligent Investors, LLC10,200$321K0.08%013F-HRTimeline
Geneos Wealth Management Inc.8,600$270K0.01%-5,30013F-HRTimeline
Defined Financial Planning LLC8,379$264K0.23%new13F-HRTimeline
Farther Finance Advisors, LLC8,214$258K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,994$251K0.01%-14913F-HRTimelineGroup
Atria Investments, Inc7,305$230K<0.01%new13F-HRTimeline
Commonwealth Financial Services, LLC6,504$204K0.04%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,420$170K0.06%-1,32013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,779$150K<0.01%+49513F-HR/ATimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.3,552$112K0.14%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,667$83.8K<0.01%-11,11213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,600$50.3K<0.01%013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,207$37.9K<0.01%+1,15413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.784$24.6K<0.01%-41913F-HRTimeline
Capital Investment Advisory Services, L…775$24.4K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC451$14.2K0.02%013F-HRTimeline
Arax Advisory Partners327$10.3K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.160$5.03K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.