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

39 institutions reported holding $68.9M of FIRST TR EXCHNG TRADED FD VI (XOCT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bouchey Financial Group Ltd ($29.2M), Sequent Planning LLC ($16.9M), Aptus Capital Advisors, LLC ($3.2M), Financial Guidance Group, Inc. ($3.2M), Kestra Advisory Services, LLC ($2.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Bouchey Financial Group Ltd$29.2M766,568Trimmed
2Sequent Planning LLC$16.9M454,609Trimmed
3Aptus Capital Advisors, LLC$3.2M85,664Trimmed
4Financial Guidance Group, Inc.$3.2M85,664Trimmed
5Kestra Advisory Services, LLC$2.7M71,719Added
6OLD MISSION CAPITAL LLC$1.6M43,861Added
7SECURED RETIREMENT ADVISORS, LLC$1.2M32,432Trimmed
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M31,989Added
9Diligent Investors, LLC$1.0M28,043Trimmed
10HARBOUR INVESTMENTS, INC.$936,28425,123Added
11OSAIC HOLDINGS, INC.$915,73624,571Trimmed
12COMMONWEALTH EQUITY SERVICES, LLC$803,38121,557Trimmed
13Cetera Investment Advisers$674,77418,106Trimmed
14Ignite Planners, LLC$538,29914,444Hold
15Ashton Thomas Private Wealth, LLC$512,65913,756Hold
16Van Diest Capital, LLC$461,04212,371Trimmed
17PFS Partners, LLC$439,61411,796Hold
18Beacon Financial Advisory LLC$362,6189,730Trimmed
19LPL Financial LLC$361,9849,713Trimmed
20CROSSPOINT FINANCIAL, LLC$357,9389,604Hold
21HBK Sorce Advisory LLC$342,6348,772Hold
22LVZ, Inc.$335,4129,000Hold
23AE Wealth Management LLC$287,3737,711Added
24CITADEL ADVISORS LLC$285,1757,652Trimmed
25Sovran Advisors, LLC$262,6466,764Hold

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