GOCTFIRST TR EXCHNG TRADED FD VI
CUSIP 33740U695 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchng Traded Fd Vi (GOCT) has 104 institutional holders in Filings Flow’s 13F database, together reporting 3.91M shares worth $147M as of Q1 2026. The largest reported holders are Hfg Wealth Management, LLC, Bouchey Financial Group Ltd, and Raymond James Financial Inc.
Institutional Holders
104
Q1 2026
Reported Value
$147M
Ticker
GOCT
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| HFG Wealth Management, LLC$182M AUM | 11.75% | $21M | 552.7K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 2.49% | $11M | 304.6K | Q2 2025OLDER |
| Corus Family Wealth Advisors$123M AUM | 2.45% | $3M | 77.9K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 2.12% | $9M | 226.7K | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 1.31% | $18M | 449.6K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 1.14% | $4M | 92.8K | Q4 2025OLDER |
| Schulz Wealth, LTD.$156M AUM | 1.06% | $2M | 42.1K | Q4 2025OLDER |
| Range Financial Group LLC$298M AUM | 0.62% | $2M | 47.9K | Q1 2026 |
| FWG Investments, LLC.$157M AUM | 0.50% | $785,130 | 20.3K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.38% | $2M | 49.6K | Q1 2026 |
| Alpha Financial Partners LLC$169M AUM | 0.37% | $629,503 | 16.3K | Q1 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 0.28% | $638,216 | 17.5K | Q2 2025OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.26% | $2M | 45.2K | Q2 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.26% | $2M | 57.0K | Q2 2025OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.17% | $676,164 | 17.5K | Q1 2026 |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.17% | $535,369 | 13.9K | Q1 2026 |
| Diligent Investors, LLC$404M AUM | 0.16% | $649,898 | 16.8K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.16% | $1M | 32.8K | Q1 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 0.16% | $331,612 | 8.6K | Q1 2026 |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.13% | $356,796 | 9.2K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.12% | $436,895 | 12.0K | Q2 2025OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.11% | $139,984 | 3.6K | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.10% | $324,775 | 8.4K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.10% | $616,176 | 16.0K | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.10% | $194,602 | 5.0K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.09% | $407,128 | 10.5K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.09% | $459,544 | 11.9K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.09% | $2M | 40.3K | Q1 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.08% | $203,522 | 5.2K | Q4 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.08% | $373,174 | 9.7K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.08% | $365,939 | 9.5K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.08% | $4M | 108.0K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.07% | $3M | 71.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.07% | $5M | 128.1K | Q1 2026 |
| LVZ, Inc.$984M AUM | 0.06% | $496,665 | 12.9K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.06% | $244,385 | 6.2K | Q4 2025OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.05% | $85,443 | 2.2K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.05% | $693,082 | 17.9K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $233,527 | 6.4K | Q2 2025OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.04% | $69,173 | 1.8K | Q4 2025OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.04% | $254,435 | 6.6K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.04% | $130,366 | 3.4K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.03% | $208,969 | 5.3K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 185.8K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.03% | $52,919 | 1.4K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $1M | 26.1K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $74,395 | 1.9K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $308,977 | 8.0K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $2M | 42.5K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $273,865 | 7.1K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $280,779 | 7.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 29.8K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $278,230 | 7.2K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $317,667 | 8.2K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $212,023 | 5.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $906,110 | 23.5K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 31.1K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $600,996 | 15.6K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $376,805 | 9.8K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $240,877 | 6.2K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $338,248 | 8.6K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $215,345 | 5.6K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.01% | $65,280 | 1.7K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.01% | $58,935 | 1.5K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $610,691 | 15.8K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $28,353 | 734 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 45.1K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $360,003 | 9.3K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $668,245 | 17.3K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $222,259 | 5.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 145.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $368,153 | 9.5K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $288,290 | 7.9K | Q2 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $349,419 | 9.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 156.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $429,840 | 11.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 110.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $530,386 | 13.7K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $202,946 | 5.3K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $360,003 | 9.3K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $19,584 | 507 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 75.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 320.0K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $23,176 | 600 | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $6,000 | 145 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $548,580 | 14.2K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $250,225 | 6.5K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $89,885 | 2.3K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 31.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $734,297 | 19.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 151.3K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $25,107 | 650 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $41,572 | 1.1K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $19,313 | 500 | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $34,262 | 887 | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $219,892 | 6.0K | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $561,754 | 14.5K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $24,757 | 641 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $19,009 | 500 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 58.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $469,317 | 12.2K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $390,518 | 10.1K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $9,850 | 255 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $54,692 | 1.4K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 28.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 38.7K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $1,916 | 50 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $23,176 | 600 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $741,087 | 19.3K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $11,683 | 301 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $41,678 | 1.1K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $191,589 | 5.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $373,097 | 9.7K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $22,944 | 594 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,352 | 35 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $127,436 | 3.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $18,425 | 477 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.