Who Owns FIRST TR EXCHNG TRADED FD VI (FOCT)? -- Institutional Holders (2026-06-30)

71 institutions reported holding $105.1M of FIRST TR EXCHNG TRADED FD VI (FOCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($26.6M), ASSETMARK, INC ($16.4M), REAP Financial Group, LLC ($7.6M), COMMONWEALTH EQUITY SERVICES, LLC ($6.5M), Kestra Advisory Services, LLC ($4.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$26.6M508,794Trimmed
2ASSETMARK, INC$16.4M313,660Added
3REAP Financial Group, LLC$7.6M144,724Trimmed
4COMMONWEALTH EQUITY SERVICES, LLC$6.5M124,789Trimmed
5Kestra Advisory Services, LLC$4.3M82,954Trimmed
6ACORN FINANCIAL ADVISORY SERVICES INC /ADV$3.7M70,830Trimmed
7Valtinson Bruner Financial Planning LLC$2.7M50,923Trimmed
8FWG Investments, LLC.$2.6M49,510Trimmed
9SOA Wealth Advisors, LLC.$2.3M44,068Trimmed
10TRUIST FINANCIAL CORP$2.3M43,268Trimmed
11Cambridge Investment Research Advisors, Inc.$2.2M41,924Trimmed
12FOUNDERS FINANCIAL SECURITIES LLC$1.7M32,702Added
13McKinley Carter Wealth Services, Inc.$1.7M32,116Trimmed
14Brookstone Capital Management$1.5M29,531Trimmed
15Envestnet Portfolio Solutions, Inc.$1.3M24,314Trimmed
16Fragasso Financial Advisors Inc$1.1M21,521Trimmed
17Integrity Financial Corp /WA$1.1M21,101Trimmed
18AE Wealth Management LLC$965,53518,465Trimmed
19RFG Advisory, LLC$924,17317,674Added
20KESTRA PRIVATE WEALTH SERVICES, LLC$895,10017,118Hold
21Ashton Thomas Private Wealth, LLC$835,96015,987Added
22CoreCap Advisors, LLC$832,19515,915Added
23Bison Wealth, LLC$827,76715,743Hold
24STEPHENS INC /AR/$806,15515,417Hold
25Midwest Financial Network, LLC$765,80114,645New

Source: SEC Form 13F filings · as of 2026-06-30