13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
XOCT

FIRST TR EXCHNG TRADED FD VI

38 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 33740F367·38 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.5%
vs prior quarter
13F value held
$67M
51.0% inst. owned
of float
Holders
38
-104 QoQ
filers reporting
Activity
+8 / −75
+962 added · −760 reduced
this quarter
Concentration
43.73%
Bouchey Financial Group Ltd #1
top holder share
AI Holders Summary · Q1 2026

38 institutions reported XOCT in Q1 2026. Bouchey Financial Group Ltd leads at 43.7% of the visible book. -104 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Bouchey Financial Group Ltd
CIK 0001599054
$29M767K2.14%Q1 202602
Sequent Planning LLC
CIK 0002009724
$17M455K4.10%Q1 202603
Aptus Capital Advisors, LLC
CIK 0001664193
$3M86K0.03%Q1 202604
Financial Guidance Group, Inc.
CIK 0001929349
$3M86K1.28%Q1 202605
Kestra Advisory Services, LLC
CIK 0001830819
$3M72K0.01%Q1 202606
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M44K0.03%Q1 202607
SECURED RETIREMENT ADVISORS, LLC
CIK 0002012356
$1M32K0.68%Q1 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M32K0.00%Q1 202609
Diligent Investors, LLC
CIK 0001549042
$1M28K0.26%Q1 202610
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$936,28425K0.01%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$915,73625K0.00%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$803,38122K0.00%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$674,77418K0.00%Q1 202614
Ignite Planners, LLC
CIK 0001849348
$538,29914K0.08%Q1 202615
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$512,65914K0.01%Q1 202616
Bullseye Investment Management, LLC
CIK 0001912451
$473,63014K0.29%Q3 202517
Van Diest Capital, LLC
CIK 0002111825
$461,04212K0.36%Q1 202618
PFS Partners, LLC
CIK 0002002654
$439,61412K0.20%Q1 202619
Beacon Financial Advisory LLC
CIK 0001800502
$362,61810K0.08%Q1 202620
LPL Financial LLC
CIK 0001403438
$361,98410K0.00%Q1 2026
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