Public ownership evidence

FT Vest U.S. Equity Max Buffer ETF - October (OCTM) Ownership Disclosures

Read OCTM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

FT Vest U.S. Equity Max Buffer ETF - October: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Capasso Planning Partners LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
23,318
Value (USD)
$783,477
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001911938-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read OCTM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read OCTM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Capasso Planning Partners LLC2026-06-302026-08-1923,318$783,477None
Ameritas Advisory Services, LLC2026-06-302026-08-1511,150$374,637None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,215$74,423None
Gallagher Fiduciary Advisors, LLC2026-06-302026-08-156,933$232,936None
OLD MISSION CAPITAL LLC2026-06-302026-08-1523,142$777,564None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1531,095$1,044,783None
BARCLAYS PLC2026-06-302026-08-154,341$145,856None
UBS Group AG2026-06-302026-08-14333$11,189None
Mariner, LLC2026-06-302026-08-1412,786$429,606None
Cetera Investment Advisers2026-06-302026-08-1314,057$472,311None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1342,783$1,437,496None
TOUNJIAN ADVISORY PARTNERS, LLC2026-06-302026-08-082,987$100,362None
Geneos Wealth Management Inc.2026-06-302026-08-0710,600$356,159None
Beacon Financial Advisory LLC2026-06-302026-08-0613,570$455,948None
Capital Analysts, LLC2026-06-302026-08-067,994$269,000None
Janney Montgomery Scott LLC2026-06-302026-08-0623,499$790,000None
Americana Partners, LLC2026-06-302026-08-0615,760$529,531None
AE Wealth Management LLC2026-06-302026-08-041,326$44,553None
WEALTHGARDEN F.S. LLC2026-06-302026-08-019,465$318,038None
Integrity Financial Corp /WA2026-06-302026-08-014,449$149,485None
MGO ONE SEVEN LLC2026-06-302026-08-0115,417$518,007None
Buck Wealth Strategies, LLC2026-06-302026-07-3118,140$609,499None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3122,057$741,000None
Financial Network Wealth Advisors LLC2026-06-302026-07-302,249$75,566None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3016,770$563,465None
Maia Wealth LLC2026-06-302026-07-2918,202$611,582None
FWG Investments, LLC.2026-06-302026-07-2920,569$691,112None
Kestra Advisory Services, LLC2026-06-302026-07-2954,694$1,837,702None
Atria Investments, Inc2026-06-302026-07-2911,548$388,009None
BostonPremier Wealth LLC2026-06-302026-07-2512,508$420,265None
Apollon Wealth Management, LLC2026-06-302026-07-2432,362$1,087,354None
Capital Investment Advisory Services, LLC2026-06-302026-07-24600$20,160None
EVOLUTION WEALTH MANAGEMENT INC.2026-06-302026-07-223,529$118,573None
PRECEDENT WEALTH PARTNERS, LLC2026-06-302026-07-227,554$253,812None
Farther Finance Advisors, LLC2026-06-302026-07-182,464$82,790None
Madrona Financial Services, LLC2026-06-302026-07-1818,531$622,636None
MILESTONE ASSET MANAGEMENT, LLC2026-06-302026-07-166,119$205,597None

90-day public filing window, up to 50 source positions.

Capasso Planning Partners LLC ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗Gallagher Fiduciary Advisors, LLC ↗OLD MISSION CAPITAL LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗BARCLAYS PLC ↗UBS Group AG ↗Mariner, LLC ↗Cetera Investment Advisers ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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