Who Owns FIRST TR EXCHANGE ETF (OCT) CBOE VEST US EQUITY (GOCT)? -- Institutional Holders (2026-06-30)

114 institutions reported holding $121.3M of FIRST TR EXCHANGE ETF (OCT) CBOE VEST US EQUITY (GOCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($12.7M), Kestra Advisory Services, LLC ($7.3M), Sequent Planning LLC ($6.8M), Cetera Investment Advisers ($6.4M), ENVESTNET ASSET MANAGEMENT INC ($6.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	RAYMOND JAMES FINANCIAL INC	$12.7M	304,759	Trimmed
2	Kestra Advisory Services, LLC	$7.3M	174,597	Trimmed
3	Sequent Planning LLC	$6.8M	162,649	Trimmed
4	Cetera Investment Advisers	$6.4M	154,868	Trimmed
5	ENVESTNET ASSET MANAGEMENT INC	$6.2M	149,370	Trimmed
6	OSAIC HOLDINGS, INC.	$5.9M	140,920	Added
7	Advisory Services Network, LLC	$5.2M	125,814	Trimmed
8	COMMONWEALTH EQUITY SERVICES, LLC	$5.0M	121,023	Trimmed
9	SAGESPRING WEALTH PARTNERS, LLC	$4.4M	105,026	Trimmed
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.2M	77,170	Added
11	TRUIST FINANCIAL CORP	$3.1M	73,470	Trimmed
12	Corus Family Wealth Advisors	$3.0M	73,126	Trimmed
13	LPL Financial LLC	$2.5M	59,825	Added
14	UPTICK PARTNERS, LLC	$1.9M	46,694	Trimmed
15	Americana Partners, LLC	$1.9M	44,986	Trimmed
16	Range Financial Group LLC	$1.8M	44,227	Trimmed
17	Steward Partners Investment Advisory, LLC	$1.8M	43,802	Trimmed
18	FOUNDERS FINANCIAL SECURITIES LLC	$1.8M	42,610	Added
19	Cambridge Investment Research Advisors, Inc.	$1.8M	42,470	Trimmed
20	Schulz Wealth, LTD.	$1.7M	42,065	Hold
21	Foundations Investment Advisors, LLC	$1.7M	41,171	Trimmed
22	Midwest Financial Network, LLC	$1.6M	38,267	Trimmed
23	CITADEL ADVISORS LLC	$1.4M	32,695	New
24	CITY HOLDING CO	$1.4M	32,650	Trimmed
25	Wood Tarver Financial Group, LLC	$1.3M	32,286	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30