13F Insight
DOSSIER · 13F Holders · Q2 2026
DOCT

FIRST TR EXCHNG TRADED FD VI

112 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740F672·112 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$132M
visible holders
Holders
112
filers reporting
Concentration
14.20%
OPPENHEIMER & CO INC #1
top holder share
AI Holders Summary · Q2 2026

112 institutions reported DOCT in Q2 2026. OPPENHEIMER & CO INC leads at 14.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OPPENHEIMER & CO INC
CIK 0000822581
$19M401K0.20%Q2 202602
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$12M286K3.41%Q1 202603
Wood Tarver Financial Group, LLC
CIK 0002059344
$10M238K2.86%Q1 202604
REAP Financial Group, LLC
CIK 0002048581
$10M215K1.72%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M211K0.00%Q2 202606
Per Stirling Capital Management, LLC.
CIK 0001689933
$7M143K0.63%Q2 202607
Mutual Advisors, LLC
CIK 0001694080
$6M144K0.13%Q1 202608
LCNB CORP
CIK 0001074902
$6M122K1.75%Q2 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M116K0.00%Q2 202610
WINNOW WEALTH LLC
CIK 0002079687
$5M110K3.48%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M105K0.01%Q2 202612
LPL Financial LLC
CIK 0001403438
$5M98K0.00%Q2 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M96K0.01%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M96K0.01%Q2 202615
Foguth Wealth Management, LLC.
CIK 0002016322
$4M90K0.48%Q2 202616
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$4M90K0.20%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$4M88K0.00%Q2 202618
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$4M84K0.20%Q2 202619
Kestra Advisory Services, LLC
CIK 0001830819
$3M70K0.01%Q2 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$3M66K0.00%Q2 2026
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