13F Insight
DOSSIER · 13F Holders · Q4 2025
DOCT

FIRST TR EXCHNG TRADED FD VI

111 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 33740F672·111 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$124M
visible holders
Holders
111
filers reporting
Concentration
14.20%
OPPENHEIMER & CO INC #1
top holder share
AI Holders Summary · Q4 2025

111 institutions reported DOCT in Q4 2025. 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
$18M396K0.25%Q4 202502
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
$10M220K1.89%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M150K0.00%Q1 202606
Mutual Advisors, LLC
CIK 0001694080
$6M144K0.13%Q1 202607
Per Stirling Capital Management, LLC.
CIK 0001689933
$6M136K0.65%Q1 202608
LCNB CORP
CIK 0001074902
$6M127K1.86%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M124K0.01%Q1 202610
WINNOW WEALTH LLC
CIK 0002079687
$5M110K3.48%Q2 202611
Sequent Planning LLC
CIK 0002009724
$5M117K1.23%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M109K0.01%Q1 202613
Foguth Wealth Management, LLC.
CIK 0002016322
$4M90K0.48%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M93K0.00%Q1 202615
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$4M88K0.21%Q1 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M87K0.01%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$3M79K0.00%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$3M78K0.01%Q1 202619
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$3M74K0.19%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$3M73K0.00%Q1 2026
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