Latest Period
Q1 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
36
Shares (Excl. Options)
530,948
Price
$32.53
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- Security type / class
- Equity / FT Vest U.S. Equity Max Buffer ETF - October
- Symbol
- OCTM
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 530,948
- Total 13F value
- $17,271,496
- Portfolio coverage rank
- 0%
- Share change
- +7,848
- Value change
- +$255,071
- Number of holders
- 36
- 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.
- 36 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 36 to 20 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $17,271,496 to $10,312,160.
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 36 institutions filings for Q1 2026.
Security key
33740F136
Latest holder period
Q1 2026
13F holders
36
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 31 Mar 2026, 36 institutional investors reported holding 530,948 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - October (OCTM). This represents 56% 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
52%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 7.5% | 70,940 | -0.22% | 0.01% | $2,307,678 |
| HARBOUR INVESTMENTS, INC. | 4.2% | 40,009 | +231% | 0.02% | $1,301,493 |
| Apollon Wealth Management, LLC | 3.5% | 32,862 | -2.5% | 0.02% | $1,069,001 |
| LVZ, Inc. | 2.8% | 26,614 | 0% | 0.1% | $865,753 |
| Cambridge Investment Research Advisors, Inc. | 2.6% | 24,497 | -18% | 0% | $797,000 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.5% | 24,083 | -11% | 0% | $783,425 |
| Janney Montgomery Scott LLC | 2.5% | 23,499 | 0% | 0% | $764,000 |
| Capasso Planning Partners LLC | 2.5% | 23,318 | +5.7% | 0.41% | $758,534 |
| FWG Investments, LLC. | 2.2% | 20,569 | 0% | 0.43% | $669,110 |
| Maia Wealth LLC | 2% | 18,749 | 0.1% | $609,905 | |
| Madrona Financial Services, LLC | 2% | 18,531 | 0% | 0.13% | $602,813 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.9% | 18,501 | +55% | 0% | $601,838 |
| Buck Wealth Strategies, LLC | 1.9% | 18,140 | 0% | 0.07% | $590,094 |
| Americana Partners, LLC | 1.7% | 16,407 | -0.76% | 0.01% | $533,720 |
| MGO ONE SEVEN LLC | 1.6% | 15,417 | 0% | 0.01% | $501,515 |
| Cetera Investment Advisers | 1.5% | 14,180 | +2.6% | 0% | $461,275 |
| Beacon Financial Advisory LLC | 1.4% | 13,570 | 0% | 0.1% | $441,432 |
| BostonPremier Wealth LLC | 1.3% | 12,508 | 0% | 0.21% | $406,885 |
| Atria Investments, Inc | 1.3% | 11,958 | -3.7% | 0% | $388,994 |
| Mariner, LLC | 1.3% | 11,958 | -3.7% | 0% | $388,994 |
| WEALTHGARDEN F.S. LLC | 1% | 9,474 | 0% | 0.21% | $308,205 |
| Geneos Wealth Management Inc. | 0.91% | 8,600 | 0% | 0.01% | $279,758 |
| Capital Analysts, LLC | 0.84% | 7,994 | 0% | 0.01% | $260,000 |
| Gallagher Fiduciary Advisors, LLC | 0.73% | 6,933 | 0% | 0.01% | $225,520 |
| CWM, LLC | 0.72% | 6,830 | -0.34% | 0% | $222,180 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Latest
Q1 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 306,915 | $10,312,160 | -$598,566 | $33.60 | 20 |
| 2026 Q1 | 530,948 | $17,271,496 | +$255,071 | $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 |