DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
GOCT

FIRST TR EXCHNG TRADED FD VI

111 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740U695·111 13F holders·last filed Mar 31, 2026
Market cap
0.2%
vs prior quarter
13F value held
$118M
48.0% inst. owned
of float
Holders
111
+28 QoQ
filers reporting
Activity
+46 / −57
+791 added · −799 reduced
this quarter
Concentration
18.04%
HFG Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

111 institutions reported GOCT in Q1 2026. HFG Wealth Management, LLC leads at 18.0% of the visible book. +28 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
HFG Wealth Management, LLC
CIK 0002027836
$21M553K11.75%Q1 2026
02
Bouchey Financial Group Ltd
CIK 0001599054
$18M450K1.31%Q1 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M320K0.00%Q1 2026
04
Sequent Planning LLC
CIK 0002009724
$9M227K2.12%Q1 2026
05
Kestra Advisory Services, LLC
CIK 0001830819
$7M186K0.03%Q1 2026
06
Cetera Investment Advisers
CIK 0001666741
$6M156K0.01%Q1 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M151K0.00%Q1 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M145K0.01%Q1 2026
09
Advisory Services Network, LLC
CIK 0001573876
$5M128K0.07%Q1 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M110K0.01%Q1 2026
11
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$4M108K0.08%Q1 2026
12
Corus Family Wealth Advisors
CIK 0001894830
$3M78K2.45%Q1 2026
13
TRUIST FINANCIAL CORP
CIK 0000092230
$3M76K0.00%Q1 2026
14
Americana Partners, LLC
CIK 0001797678
$3M72K0.07%Q1 2026
15
LPL Financial LLC
CIK 0001403438
$2M58K0.00%Q1 2026
16
UPTICK PARTNERS, LLC
CIK 0002005353
$2M50K0.38%Q1 2026
17
Midwest Financial Network, LLC
CIK 0002137280
$2M50K1.52%Q1 2026
18
Range Financial Group LLC
CIK 0001928635
$2M48K0.62%Q1 2026
19
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M45K0.01%Q1 2026
20
Schulz Wealth, LTD.
CIK 0002011780
$2M42K1.06%Q4 2025
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