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Disclosery

OCTM FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQUIT (fund)

36 managers (36 13F filers) reported a position in OCTM shares at 2026-03-31, 530,948 shares in all. 2 filers opened a position and 8 filers sold out during the quarter.

Managers
36
13F filers
36
New
2
Added
5
Reduced
12
Sold out
8
Shares held by filers
530,948

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC70,940$2.31M0.01%-15313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.40,009$1.3M0.02%+27,90713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC32,862$1.07M0.02%-84713F-HRTimelineGroup
LVZ, Inc.26,614$866K0.1%013F-HRTimeline
Cambridge Investment Research Advisors,…24,497$797K<0.01%-5,29813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,083$783K<0.01%-2,87013F-HRTimeline
Janney Montgomery Scott LLC23,499$764K<0.01%013F-HRTimeline
Capasso Planning Partners LLC23,318$759K0.41%+1,26513F-HRTimeline
FWG Investments, LLC.20,569$669K0.43%013F-HRTimeline
Maia Wealth LLC18,749$610K0.1%new13F-HRTimeline
Madrona Financial Services, LLC18,531$603K0.13%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,501$602K<0.01%+6,59413F-HRTimelineGroup
Buck Wealth Strategies, LLC18,140$590K0.07%013F-HRTimeline
Americana Partners, LLC16,407$534K0.01%-12613F-HRTimeline
MGO ONE SEVEN LLC15,417$502K0.01%013F-HRTimeline
Cetera Investment Advisers14,180$461K<0.01%+36113F-HRTimeline
Beacon Financial Advisory LLC13,570$441K0.1%013F-HRTimeline
BostonPremier Wealth LLC12,508$407K0.21%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,958$389K<0.01%-46213F-HRTimelineGroup
Atria Investments, Inc11,958$389K<0.01%-46213F-HRTimeline
WEALTHGARDEN F.S. LLC9,474$308K0.21%013F-HRTimeline
Geneos Wealth Management Inc.8,600$280K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,994$260K0.01%013F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,933$226K0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,830$222K<0.01%-2313F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC6,733$219K0.04%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,420$176K0.05%013F-HRTimelineGroup
Integrity Financial Corp /WA4,810$156K0.08%+5013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,341$141K<0.01%-55413F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.3,532$115K0.08%-313F-HRTimeline
Farther Finance Advisors, LLC2,464$80.3K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC2,249$73.2K0.07%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,215$72.1K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,326$43.1K<0.01%-1513F-HRTimeline
Advisory Services Network, LLC1,117$36.3K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…600$19.5K<0.01%-17513F-HRTimeline