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

FIRST TR EXCHNG TRADED FD VI

46 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 33740F367·46 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$48M
visible holders
Holders
46
filers reporting
Concentration
17.32%
Sequent Planning LLC #1
top holder share
AI Holders Summary · Q2 2026

46 institutions reported XOCT in Q2 2026. Sequent Planning LLC leads at 17.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sequent Planning LLC
CIK 0002009724
$8M209K1.76%Q2 202602
OLD MISSION CAPITAL LLC
CIK 0001455915
$8M201K0.13%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M191K0.00%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$5M117K0.00%Q2 202605
Financial Guidance Group, Inc.
CIK 0001929349
$3M85K1.26%Q2 202606
Aptus Capital Advisors, LLC
CIK 0001664193
$3M85K0.02%Q2 202607
Kestra Advisory Services, LLC
CIK 0001830819
$3M68K0.01%Q2 202608
SECURED RETIREMENT ADVISORS, LLC
CIK 0002012356
$1M33K0.67%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M28K0.00%Q2 202610
Diligent Investors, LLC
CIK 0001549042
$1M27K0.24%Q2 202611
Signal Advisors Wealth, LLC
CIK 0002010926
$967K24K0.05%Q2 202612
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$846K21K0.01%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$814K21K0.00%Q2 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$573K15K0.00%Q2 202615
CreativeOne Wealth, LLC
CIK 0001739728
$568K14K0.01%Q2 202616
Ignite Planners, LLC
CIK 0001849348
$564K14K0.08%Q2 202617
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$543K14K0.01%Q2 202618
Atria Investments, Inc
CIK 0001535865
$494K13K0.01%Q2 202619
Bouchey Financial Group Ltd
CIK 0001599054
$490K12K0.03%Q2 202620
Van Diest Capital, LLC
CIK 0002111825
$489K12K0.44%Q2 2026
Page 1 of 3
26 more holders available. Log in →