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

Name: FIRST TR EXCHNG TRADED FD VI (OCTM) Institutional Holders (2026-06-30)
Creator: ko.io

39 institutions reported holding $18.6M of FIRST TR EXCHNG TRADED FD VI (OCTM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Kestra Advisory Services, LLC ($1.8M), HARBOUR INVESTMENTS, INC. ($1.4M), Apollon Wealth Management, LLC ($1.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.0M), LVZ, Inc. ($997,508). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Kestra Advisory Services, LLC	$1.8M	54,694	Trimmed
2	HARBOUR INVESTMENTS, INC.	$1.4M	42,783	Added
3	Apollon Wealth Management, LLC	$1.1M	32,362	Trimmed
4	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.0M	31,095	Added
5	LVZ, Inc.	$997,508	29,688	Added
6	Janney Montgomery Scott LLC	$790,000	23,499	Hold
7	Capasso Planning Partners LLC	$783,477	23,318	Hold
8	OLD MISSION CAPITAL LLC	$777,564	23,142	New
9	Cambridge Investment Research Advisors, Inc.	$741,000	22,057	Trimmed
10	FWG Investments, LLC.	$691,112	20,569	Hold
11	Madrona Financial Services, LLC	$622,636	18,531	Hold
12	Maia Wealth LLC	$611,582	18,202	Trimmed
13	Buck Wealth Strategies, LLC	$609,499	18,140	Hold
14	COMMONWEALTH EQUITY SERVICES, LLC	$563,465	16,770	Trimmed
15	Americana Partners, LLC	$529,531	15,760	Trimmed
16	MGO ONE SEVEN LLC	$518,007	15,417	Hold
17	Cetera Investment Advisers	$472,311	14,057	Trimmed
18	Beacon Financial Advisory LLC	$455,948	13,570	Hold
19	Mariner, LLC	$429,606	12,786	Added
20	BostonPremier Wealth LLC	$420,265	12,508	Hold
21	Atria Investments, Inc	$388,009	11,548	Trimmed
22	Ameritas Advisory Services, LLC	$374,637	11,150	New
23	Geneos Wealth Management Inc.	$356,159	10,600	Added
24	WEALTHGARDEN F.S. LLC	$318,038	9,465	Trimmed
25	Capital Analysts, LLC	$269,000	7,994	Hold

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