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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 2025-09-30, 426,220 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
34
13F filers
34
New
6
Added
5
Reduced
8
Sold out
5
Shares held by filers
426,220

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC51,917$1.67M0.03%-25313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC50,095$1.61M0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…43,529$1.4M<0.01%+24613F-HRTimeline
LVZ, Inc.28,914$930K0.11%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,000$869K<0.01%+14,44013F-HRTimelineGroup
Janney Montgomery Scott LLC22,727$731K<0.01%013F-HRTimeline
Capasso Planning Partners LLC21,390$688K0.43%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,990$595K0.06%new13F-HRTimeline
Buck Wealth Strategies, LLC17,340$558K0.08%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,647$536K<0.01%-1,06013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,554$468K<0.01%-22713F-HRTimeline
BostonPremier Wealth LLC12,508$403K0.2%013F-HRTimeline
OLD MISSION CAPITAL LLC12,005$386K0.01%new13F-HRTimeline
Defined Financial Planning LLC11,858$382K0.32%+3,47913F-HRTimeline
Atria Investments, Inc11,814$380K<0.01%+4,50913F-HRTimeline
Cetera Investment Advisers10,074$324K<0.01%-1,19813F-HRTimeline
WEALTHGARDEN F.S. LLC9,689$314K0.22%new13F-HRTimeline
Creekmur Asset Management LLC9,299$299K0.05%-2,74413F-HRTimeline
Geneos Wealth Management Inc.8,600$277K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,994$257K0.01%013F-HRTimelineGroup
LPL Financial LLC6,325$204K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,928$191K<0.01%+1,14913F-HR/ATimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,420$174K0.05%013F-HRTimelineGroup
Farther Finance Advisors, LLC4,107$132K<0.01%-4,10713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,535$114K0.12%-1713F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,180$102K0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,667$85.8K<0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,600$51.5K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC1,117$35.9K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.784$25.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…775$24.9K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC451$14.5K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG227$7.3K<0.01%-98013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.160$5.15K<0.01%013F-HRTimeline