Latest Period
Q2 2026
Security Snapshot
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - October (OCTM) Institutional Ownership
CUSIP: 33740F136
13F Institutional Holders and Ownership History from Q4 2024 to Q2 2026
Institutions Reporting
38
Shares (Excl. Options)
554,804
Price
$33.60
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- Security type / class
- Equity / FT Vest U.S. Equity Max Buffer ETF - October
- Symbol
- OCTM
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 554,804
- Total 13F value
- $18,641,991
- Portfolio coverage rank
- 0%
- Share change
- +36,106
- Value change
- +$1,214,373
- Number of holders
- 38
- Shares outstanding
- 950,010
- SEC-reported price per share
- $33.60
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- OCTM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - October is tracked under CUSIP 33740F136.
- 38 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 36 to 38 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $17,271,496 to $18,641,991.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 38 institutions filings for Q2 2026.
Security key
33740F136
Latest holder period
Q2 2026
13F holders
38
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740F136:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
OCTM
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 10% | +19% | $3,207,802 | +$606,906 | 98,231 | +23% | First Trust Portfolios L.P. | 31 Jan 2026 |
As of 30 Jun 2026, 38 institutional investors reported holding 554,804 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - October (OCTM). This represents 58% of the company’s total 950,010 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
54%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 5.8% | 54,694 | -23% | 0.01% | $1,837,702 |
| HARBOUR INVESTMENTS, INC. | 4.5% | 42,783 | +6.9% | 0.02% | $1,437,496 |
| Apollon Wealth Management, LLC | 3.4% | 32,362 | -1.5% | 0.01% | $1,087,354 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.3% | 31,095 | +68% | 0% | $1,044,783 |
| LVZ, Inc. | 3.1% | 29,688 | +12% | 0.1% | $997,508 |
| Janney Montgomery Scott LLC | 2.5% | 23,499 | 0% | 0% | $790,000 |
| Capasso Planning Partners LLC | 2.5% | 23,318 | 0% | 0.39% | $783,477 |
| OLD MISSION CAPITAL LLC | 2.4% | 23,142 | 0.02% | $777,564 | |
| Cambridge Investment Research Advisors, Inc. | 2.3% | 22,057 | -10% | 0% | $741,000 |
| FWG Investments, LLC. | 2.2% | 20,569 | 0% | 0.37% | $691,112 |
| Madrona Financial Services, LLC | 2% | 18,531 | 0% | 0.11% | $622,636 |
| Maia Wealth LLC | 1.9% | 18,202 | -2.9% | 0.09% | $611,582 |
| Buck Wealth Strategies, LLC | 1.9% | 18,140 | 0% | 0.06% | $609,499 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.8% | 16,770 | -30% | 0% | $563,465 |
| Americana Partners, LLC | 1.7% | 15,760 | -3.9% | 0.01% | $529,531 |
| MGO ONE SEVEN LLC | 1.6% | 15,417 | 0% | 0.01% | $518,007 |
| Cetera Investment Advisers | 1.5% | 14,057 | -0.87% | 0% | $472,311 |
| Beacon Financial Advisory LLC | 1.4% | 13,570 | 0% | 0.09% | $455,948 |
| Mariner, LLC | 1.3% | 12,786 | +6.9% | 0% | $429,606 |
| BostonPremier Wealth LLC | 1.3% | 12,508 | 0% | 0.18% | $420,265 |
| Atria Investments, Inc | 1.2% | 11,548 | -3.4% | 0% | $388,009 |
| Ameritas Advisory Services, LLC | 1.2% | 11,150 | 0.01% | $374,637 | |
| Geneos Wealth Management Inc. | 1.1% | 10,600 | +23% | 0.01% | $356,159 |
| WEALTHGARDEN F.S. LLC | 1% | 9,465 | -0.09% | 0.18% | $318,038 |
| Capital Analysts, LLC | 0.84% | 7,994 | 0% | 0.01% | $269,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Latest
Q2 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 554,804 | $18,641,991 | +$1,214,373 | $33.60 | 38 |
| 2026 Q1 | 530,948 | $17,271,496 | +$233,028 | $32.53 | 36 |
| 2025 Q4 | 514,476 | $16,801,669 | +$3,648,802 | $32.66 | 42 |
| 2025 Q3 | 424,230 | $13,653,686 | -$4,103,466 | $32.18 | 33 |
| 2025 Q2 | 555,970 | $17,472,205 | -$244,253 | $31.43 | 33 |
| 2025 Q1 | 561,164 | $17,017,712 | -$3,017,234 | $30.36 | 30 |
| 2024 Q4 | 660,351 | $20,148,042 | +$19,526,706 | $30.51 | 31 |