Who Owns FIRST TR EXCHNG TRADED FD VI (OCTM)? -- Institutional Holders (2026-03-31)

Name: FIRST TR EXCHNG TRADED FD VI (OCTM) Institutional Holders (2026-03-31)
Creator: ko.io

44 institutions reported holding $17.3M of FIRST TR EXCHNG TRADED FD VI (OCTM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Kestra Advisory Services, LLC ($2.3M), HARBOUR INVESTMENTS, INC. ($1.3M), Apollon Wealth Management, LLC ($1.1M), LVZ, Inc. ($865,753), Cambridge Investment Research Advisors, Inc. ($797,000). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Kestra Advisory Services, LLC	$2.3M	70,940	Trimmed
2	HARBOUR INVESTMENTS, INC.	$1.3M	40,009	Added
3	Apollon Wealth Management, LLC	$1.1M	32,862	Trimmed
4	LVZ, Inc.	$865,753	26,614	Hold
5	Cambridge Investment Research Advisors, Inc.	$797,000	24,497	Trimmed
6	COMMONWEALTH EQUITY SERVICES, LLC	$783,425	24,083	Trimmed
7	Janney Montgomery Scott LLC	$764,000	23,499	Hold
8	Capasso Planning Partners LLC	$758,534	23,318	Added
9	FWG Investments, LLC.	$669,110	20,569	Hold
10	Maia Wealth LLC	$609,905	18,749	New
11	Madrona Financial Services, LLC	$602,813	18,531	Hold
12	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$601,838	18,501	Added
13	Buck Wealth Strategies, LLC	$590,094	18,140	Hold
14	Americana Partners, LLC	$533,720	16,407	Trimmed
15	MGO ONE SEVEN LLC	$501,515	15,417	Hold
16	Cetera Investment Advisers	$461,275	14,180	Added
17	Beacon Financial Advisory LLC	$441,432	13,570	Hold
18	BostonPremier Wealth LLC	$406,885	12,508	Hold
19	Mariner, LLC	$388,994	11,958	Trimmed
20	Atria Investments, Inc	$388,994	11,958	Trimmed
21	WEALTHGARDEN F.S. LLC	$308,205	9,474	Hold
22	Geneos Wealth Management Inc.	$279,758	8,600	Hold
23	Capital Analysts, LLC	$260,000	7,994	Hold
24	Gallagher Fiduciary Advisors, LLC	$225,520	6,933	Hold
25	CWM, LLC	$222,180	6,830	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31