DOSSIER · 13F Holders · Q4 2025CyclicalNet sold
DOCT

FIRST TR EXCHNG TRADED FD VI

116 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740F672·116 13F holders·last filed Dec 31, 2025
Market cap
3.9%
vs prior quarter
13F value held
$106M
79.0% inst. owned
of float
Holders
116
+52 QoQ
filers reporting
Activity
+43 / −25
+887 added · −843 reduced
this quarter
Concentration
16.56%
OPPENHEIMER & CO INC #1
top holder share
AI Holders Summary · Q4 2025

116 institutions reported DOCT in Q4 2025. OPPENHEIMER & CO INC leads at 16.6% of the visible book. +52 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
OPPENHEIMER & CO INC
CIK 0000822581
$18M396K0.25%Q4 2025
02
REAP Financial Group, LLC
CIK 0002048581
$10M220K1.89%Q1 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M150K0.00%Q1 2026
04
Mutual Advisors, LLC
CIK 0001694080
$6M144K0.13%Q1 2026
05
Per Stirling Capital Management, LLC.
CIK 0001689933
$6M136K0.65%Q1 2026
06
LCNB CORP
CIK 0001074902
$6M127K1.86%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M124K0.01%Q1 2026
08
Sequent Planning LLC
CIK 0002009724
$5M117K1.23%Q1 2026
09
WINNOW WEALTH LLC
CIK 0002079687
$5M113K3.79%Q1 2026
10
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M109K0.01%Q1 2026
11
Foguth Wealth Management, LLC.
CIK 0002016322
$4M91K0.50%Q1 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M93K0.00%Q1 2026
13
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$4M88K0.21%Q1 2026
14
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M87K0.01%Q1 2026
15
Cetera Investment Advisers
CIK 0001666741
$3M79K0.00%Q1 2026
16
Kestra Advisory Services, LLC
CIK 0001830819
$3M78K0.01%Q1 2026
17
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$3M74K0.19%Q1 2026
18
TRUIST FINANCIAL CORP
CIK 0000092230
$3M73K0.00%Q1 2026
19
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M69K0.05%Q1 2026
20
Commonwealth Financial Services, LLC
CIK 0001536755
$2M53K0.37%Q1 2026
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