XOCTFIRST TR EXCHNG TRADED FD VI
CUSIP 33740F367 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchng Traded Fd Vi (XOCT) has 36 institutional holders in Filings Flow’s 13F database, together reporting 1.83M shares worth $69M as of Q1 2026. The largest reported holders are Bouchey Financial Group Ltd, Sequent Planning LLC, and Objectivity Squared, LLC.
Institutional Holders
36
Q1 2026
Reported Value
$69M
Ticker
XOCT
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bouchey Financial Group Ltd$1.4B AUM | 2.14% | $29M | 766.6K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 4.10% | $17M | 454.6K | Q1 2026 |
| Objectivity Squared, LLC$159M AUM | 8.45% | $15M | 400.0K | Q4 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.15% | $4M | 118.6K | Q2 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.03% | $3M | 85.7K | Q1 2026 |
| Financial Guidance Group, Inc.$249M AUM | 1.28% | $3M | 85.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 71.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 43.9K | Q1 2026 |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.68% | $1M | 32.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 32.0K | Q1 2026 |
| Diligent Investors, LLC$404M AUM | 0.26% | $1M | 28.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $936,284 | 25.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $915,736 | 24.6K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $827,948 | 23.2K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $803,381 | 21.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $674,774 | 18.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $628,352 | 17.0K | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.08% | $538,299 | 14.4K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $512,659 | 13.8K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $510,364 | 13.8K | Q3 2025OLDER |
| Bullseye Investment Management, LLC$164M AUM | 0.29% | $473,630 | 14.0K | Q4 2025OLDER |
| Van Diest Capital, LLC$127M AUM | 0.36% | $461,042 | 12.4K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.04% | $455,030 | 12.7K | Q2 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.20% | $439,614 | 11.8K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.08% | $362,618 | 9.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $361,984 | 9.7K | Q1 2026 |
| CROSSPOINT FINANCIAL, LLC$40M AUM | 0.90% | $357,938 | 9.6K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $342,634 | 8.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $337,527 | 9.2K | Q3 2025OLDER |
| LVZ, Inc.$984M AUM | 0.04% | $335,412 | 9.0K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $324,000 | 9.1K | Q2 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $319,404 | 8.9K | Q2 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $287,373 | 7.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $285,175 | 7.7K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $262,646 | 6.8K | Q1 2026 |
| VestGen Investment Management$181M AUM | 0.19% | $259,241 | 7.3K | Q2 2025OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.15% | $259,236 | 7.0K | Q1 2026 |
| Pitti Group Wealth Management, LLC$123M AUM | 0.18% | $203,618 | 5.7K | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $202,645 | 5.4K | Q4 2025OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.04% | $200,268 | 5.3K | Q4 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.02% | $110,469 | 3.0K | Q3 2025OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.07% | $105,878 | 2.8K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.03% | $81,543 | 2.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $80,163 | 2.2K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $59,348 | 1.6K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $44,722 | 1.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $34,995 | 939 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $26,409 | 709 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $22,361 | 600 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12,754 | 346 | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $2,311 | 62 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1,155 | 31 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.