XOCT institutional holders

FIRST TR EXCHNG TRADED FD VI · 13F, 2026Q2

Managers holding43
Shares held1,326,109
Reported value$52.4m
Quarter flows11 new, 8 added, 14 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Sequent Planning LLC208,561$8.2m1.8%
OLD MISSION CAPITAL LLC201,201$7.9m0.1%
ENVESTNET ASSET MANAGEMENT INC191,294$7.6m0.0%
Cetera Investment Advisers116,792$4.6m0.0%
Aptus Capital Advisors, LLC85,082$3.4m0.0%
Financial Guidance Group, Inc.85,082$3.4m1.3%
Kestra Advisory Services, LLC67,963$2.7m0.0%
SECURED RETIREMENT ADVISORS, LLC33,093$1.3m0.7%
OSAIC HOLDINGS, INC.27,670$1.1m0.0%
Diligent Investors, LLC27,018$1.1m0.2%
Signal Advisors Wealth, LLC24,469$966,5720.0%
HARBOUR INVESTMENTS, INC.21,419$846,0910.0%
COMMONWEALTH EQUITY SERVICES, LLC20,616$814,3710.0%
MML INVESTORS SERVICES, LLC14,516$573,4100.0%
CreativeOne Wealth, LLC14,375$567,8400.0%
Ignite Planners, LLC14,289$564,4430.1%
Ashton Thomas Private Wealth, LLC13,756$543,3880.0%
Atria Investments, Inc12,510$494,1690.0%
Bouchey Financial Group, Ltd.12,403$489,9430.0%
Van Diest Capital, LLC12,371$488,6780.4%
PFS Partners, LLC11,796$465,9650.2%
LPL Financial LLC10,011$395,4530.0%
Beacon Financial Advisory LLC9,730$384,3530.1%
CROSSPOINT FINANCIAL, LLC9,604$379,3940.9%
LVZ, Inc.9,000$355,5170.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XOCT"). XOCT price history · All 13F data

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