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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Bouchey Financial Group Ltd | $29.2M | 766,568 | Trimmed |
| 2 | Sequent Planning LLC | $16.9M | 454,609 | Trimmed |
| 3 | Aptus Capital Advisors, LLC | $3.2M | 85,664 | Trimmed |
| 4 | Financial Guidance Group, Inc. | $3.2M | 85,664 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $2.7M | 71,719 | Added |
| 6 | OLD MISSION CAPITAL LLC | $1.6M | 43,861 | Added |
| 7 | SECURED RETIREMENT ADVISORS, LLC | $1.2M | 32,432 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 31,989 | Added |
| 9 | Diligent Investors, LLC | $1.0M | 28,043 | Trimmed |
| 10 | HARBOUR INVESTMENTS, INC. | $936,284 | 25,123 | Added |
| 11 | OSAIC HOLDINGS, INC. | $915,736 | 24,571 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $803,381 | 21,557 | Trimmed |
| 13 | Cetera Investment Advisers | $674,774 | 18,106 | Trimmed |
| 14 | Ignite Planners, LLC | $538,299 | 14,444 | Hold |
| 15 | Ashton Thomas Private Wealth, LLC | $512,659 | 13,756 | Hold |
| 16 | Van Diest Capital, LLC | $461,042 | 12,371 | Trimmed |
| 17 | PFS Partners, LLC | $439,614 | 11,796 | Hold |
| 18 | Beacon Financial Advisory LLC | $362,618 | 9,730 | Trimmed |
| 19 | LPL Financial LLC | $361,984 | 9,713 | Trimmed |
| 20 | CROSSPOINT FINANCIAL, LLC | $357,938 | 9,604 | Hold |
| 21 | HBK Sorce Advisory LLC | $342,634 | 8,772 | Hold |
| 22 | LVZ, Inc. | $335,412 | 9,000 | Hold |
| 23 | AE Wealth Management LLC | $287,373 | 7,711 | Added |
| 24 | CITADEL ADVISORS LLC | $285,175 | 7,652 | Trimmed |
| 25 | Sovran Advisors, LLC | $262,646 | 6,764 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31