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Disclosery

OCTM FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQUIT (fund)

42 managers (42 13F filers) reported a position in OCTM shares at 2025-12-31, 514,476 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
42
13F filers
42
New
15
Added
10
Reduced
10
Sold out
5
Shares held by filers
514,476

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC71,093$2.32M0.01%+20,99813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC33,709$1.1M0.02%-18,20813F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,795$973K<0.01%-13,73413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,953$880K<0.01%+12,39913F-HRTimeline
LVZ, Inc.26,614$869K0.1%-2,30013F-HR/ATimeline
Janney Montgomery Scott LLC23,499$767K<0.01%+77213F-HRTimeline
Capasso Planning Partners LLC22,053$720K0.4%+66313F-HRTimeline
FWG Investments, LLC.20,569$672K0.43%new13F-HRTimeline
Madrona Financial Services, LLC18,531$605K0.13%new13F-HRTimeline
Buck Wealth Strategies, LLC18,140$592K0.08%+80013F-HRTimeline
IMC-Chicago, LLC17,570$574K0.01%new13F-HRTimeline
Americana Partners, LLC16,533$540K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC15,417$503K0.01%new13F-HRTimeline
Cetera Investment Advisers13,819$451K<0.01%+3,74513F-HRTimeline
Beacon Financial Advisory LLC13,570$443K0.1%new13F-HRTimeline
BostonPremier Wealth LLC12,508$408K0.21%013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,420$406K<0.01%new13F-HRTimelineGroup
Atria Investments, Inc12,420$406K<0.01%+60613F-HRTimeline
HARBOUR INVESTMENTS, INC.12,102$395K0.01%+11,31813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,907$389K<0.01%-4,74013F-HRTimelineGroup
WEALTHGARDEN F.S. LLC9,474$311K0.2%-21513F-HRTimeline
Geneos Wealth Management Inc.8,600$281K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,031$262K<0.01%-18,96913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC7,994$261K0.01%013F-HR/ATimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,933$226K0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,853$224K<0.01%new13F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC6,733$220K0.04%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,420$177K0.06%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,895$160K<0.01%-1,03313F-HRTimelineGroup
Integrity Financial Corp /WA4,760$155K0.08%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,535$115K0.1%013F-HRTimeline
Farther Finance Advisors, LLC2,464$80.5K<0.01%-1,64313F-HRTimeline
Financial Network Wealth Advisors LLC2,249$73.4K0.08%+1,79813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,215$72.3K<0.01%+61513F-HRTimelineGroup
AE Wealth Management LLC1,341$43.8K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,278$41.7K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…775$25.3K<0.01%013F-HRTimeline
SageView Advisory Group, LLC675$22K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO461$15.1K<0.01%-2,20613F-HRTimelineGroup
Arax Advisory Partners327$10.6K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.160$5.22K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG81$2.65K<0.01%-14613F-HRTimelineGroup