First Tr Exchng Traded Fund VI (XOCT): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of XOCT (all 13F filers)
- Sequent Planning209 KType not verified−246 K
- Old Mission Capital201 KType not verified+157 K
- Envestnet Asset Management191 KWealth adviser+191 K
- Cetera Investment Advisers117 KWealth adviser+99 K
- Aptus Capital Advisors85 KType not verified−582
- Financial Guidance Group85 KType not verified−582
- Kestra Advisory Services68 KWealth adviser−3,756
- Secured Retirement Advisors33 KWealth adviser+661
- Osaic Holdings28 KWealth adviser+3,099
- Diligent Investors27 KType not verified−1,025
- Sequent Planning
- Shares
- 209 K
- Change
- −246 K
See more
- Type
- Type not verified
- Value
- $8.2M
- Shares
- 201 K
- Change
- +157 K
See more
- Type
- Type not verified
- Value
- $7.9M
- Shares
- 191 K
- Change
- +191 K
See more
- Type
- Wealth adviser
- Value
- $7.6M
- Shares
- 117 K
- Change
- +99 K
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- Type
- Wealth adviser
- Value
- $4.6M
- Shares
- 85 K
- Change
- −582
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- Type
- Type not verified
- Value
- $3.4M
- Financial Guidance Group
- Shares
- 85 K
- Change
- −582
See more
- Type
- Type not verified
- Value
- $3.4M
- Shares
- 68 K
- Change
- −3,756
See more
- Type
- Wealth adviser
- Value
- $2.7M
- Secured Retirement Advisors
- Shares
- 33 K
- Change
- +661
See more
- Type
- Wealth adviser
- Value
- $1.3M
- Shares
- 28 K
- Change
- +3,099
See more
- Type
- Wealth adviser
- Value
- $1.1M
- Diligent Investors
- Shares
- 27 K
- Change
- −1,025
See more
- Type
- Type not verified
- Value
- $1.1M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗