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Disclosery

DOCT FIRST TR EXCHNG TRADED FD VI

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FT VEST UQ EQT (fund)

87 managers (89 13F filers) reported a position in DOCT shares at 2024-12-31, 4,855,572 shares in all. 23 filers opened a position and 2 filers sold out during the quarter.

Managers
87
13F filers
89
New
23
Added
29
Reduced
21
Sold out
2
Shares held by filers
4,855,572

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bison Wealth, LLC559,698$22M2.7%13F-HRTimeline
REAP Financial Group, LLC557,144$21.9M5.44%+338,30213F-HRTimeline
Advance Capital Management, Inc.428,223$16.9M0.77%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.353,253$13.9M0.03%+305,34013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC321,450$12.7M<0.01%13F-HR/ATimelineGroup
Per Stirling Capital Management, LLC.204,015$8.03M1.14%-5,90313F-HRTimeline
Mutual Advisors, LLC163,126$6.45M0.19%-2,57913F-HRTimeline
Foguth Wealth Management, LLC.152,267$6.11M1.6%new13F-HRTimeline
WINNACLE WEALTH LLC153,503$6.04M5.99%13F-HRTimeline
Signal Advisors Wealth, LLC136,471$5.37M0.61%+116,03913F-HRTimeline
Sequent Planning LLC122,865$4.84M1.78%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC122,784$4.83M0.01%+43,76613F-HRTimeline
LCNB CORP113,677$4.48M1.63%+78,74213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding111,757$4.4M+67,197Timeline
Cambridge Investment Research Advisors,…108,299$4.26M0.01%+95,89613F-HRTimeline
MML INVESTORS SERVICES, LLC104,055$4.1M0.01%+95,92413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding97,184$3.83M+55,214Timeline
CWM, LLCin group CWM, LLC54,017$2.13M0.01%+46,73113F-HRTimelineGroup
Commonwealth Financial Services, LLC54,021$2.13M0.42%+8,33113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP50,027$1.97M<0.01%+10313F-HRTimelineGroup
NewEdge Wealth, LLC48,542$1.91M0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.47,737$1.88M0.05%-10,51813F-HRTimeline
SMART Wealth LLC43,809$1.72M0.61%+26,23613F-HRTimeline
Cetera Investment Advisers42,556$1.68M<0.01%+18,50913F-HRTimeline
Castleview Partners, LLC39,668$1.56M0.84%new13F-HR/ATimeline
Harvest Investment Services, LLC38,260$1.51M0.37%new13F-HRTimeline
Ignite Planners, LLC33,558$1.33M0.29%+17,66213F-HRTimeline
Wood Tarver Financial Group, LLC33,285$1.31M0.44%13F-HRTimeline
AE Wealth Management LLC30,130$1.19M0.01%-56013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management29,359$1.16M0.04%+15,00513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management29,040$1.14M0.02%-50713F-HRTimelineGroup
1ST SOURCE BANK27,673$1.09M0.06%013F-HRTimeline
BEACON FINANCIAL GROUP26,036$1.03M0.11%+7,20813F-HRTimeline
Clear Creek Financial Management, LLC25,991$1.02M0.11%+20,68613F-HRTimeline
McKinley Carter Wealth Services, Inc.24,416$961K0.06%+55013F-HRTimeline
Icon Wealth Advisors, LLC21,140$832K0.07%-7913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,000$787K0.01%new13F-HRTimelineGroup
Integrity Financial Corp /WA17,896$705K0.41%+10,27813F-HRTimeline
B. Riley Wealth Advisors, Inc.17,118$674K0.02%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,712$619K0.06%+7,58113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,199$559K<0.01%-2,91213F-HR/ATimeline
IFP Advisors, Inc13,153$518K0.02%+63713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,922$509K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,337$486K<0.01%-2,10513F-HRTimelineGroup
UPTICK PARTNERS, LLC11,727$462K0.17%new13F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.10,790$425K0.36%13F-HRTimeline
1776 Wealth LLC10,658$420K0.19%013F-HRTimeline
Tanglewood Legacy Advisors, LLC10,638$419K0.18%-2,26913F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV10,163$405K0.4%+2,85813F-HRTimeline
Nova Wealth Management, Inc.9,731$383K0.33%13F-HRTimeline
Marshall Financial Group, LLC8,837$348K0.08%013F-HRTimeline
LPL Financial LLC8,752$345K<0.01%-20513F-HRTimeline
Prosperity Consulting Group, LLC8,435$332K0.02%-8913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,054$317K<0.01%-1,37913F-HRTimelineGroup
First Heartland Consultants, Inc.5,176$303K0.03%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC7,639$301K<0.01%-3,28513F-HRTimeline
Keystone Wealth Services, LLC7,331$289K0.08%new13F-HRTimeline
WealthTrust Asset Management, LLC7,296$287K0.21%013F-HRTimeline
Kovack Advisors, Inc.7,075$279K0.03%new13F-HRTimeline
Orion Porfolio Solutions, LLC6,757$266K<0.01%-68813F-HRTimeline
Orion Portfolio Solutions, LLC6,757$266K<0.01%-68813F-HRTimeline
Advyzon Investment Management, LLC6,684$263K0.1%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,137$242K0.01%new13F-HR/ATimelineGroup
Spectrum Asset Management, Inc. (NB/CA)5,975$235K0.11%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,925$233K0.04%013F-HRTimeline
Midwest Financial Network, LLC5,770$227K0.24%13F-HRTimeline
Strategic Blueprint, LLC5,738$226K0.01%-5913F-HRTimeline
Arkadios Wealth Advisors5,426$214K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.5,364$211K0.04%+7613F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC3,739$147K<0.01%-1,39313F-HR/ATimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV3,553$139K0.04%new13F-HRTimeline
Larson Financial Group LLC3,036$120K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…2,910$115K0.01%+46013F-HRTimeline
MTM Investment Management, LLC2,120$83.5K0.03%+1,02013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,939$76K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,760$69K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,730$68.1K0.03%-1,38013F-HRTimeline
Sunbelt Securities, Inc.1,530$60.3K0.01%-1,98513F-HRTimeline
AlphaMark Advisors, LLC1,520$60K0.03%+1,05013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,326$52.2K<0.01%+38313F-HRTimeline
Geneos Wealth Management Inc.1,279$50.4K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,141$45.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,135$44.7K<0.01%+3613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC700$27.6K<0.01%new13F-HRTimelineGroup
FSC Wealth Advisors, LLC563$22.2K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG378$14.9K<0.01%-3,96413F-HRTimelineGroup
LANARK FINANCIAL, INC.5$2080.02%-3,57213F-HRTimeline