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Disclosery

DOCT FIRST TR EXCHNG TRADED FD VI

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FT VEST UQ EQT (fund)

89 managers (91 13F filers) reported a position in DOCT shares at 2025-03-31, 4,963,606 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
89
13F filers
91
New
5
Added
16
Reduced
48
Sold out
3
Shares held by filers
4,963,606

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Advance Capital Management, Inc.684,872$26.3M1.26%+256,64913F-HRTimeline
REAP Financial Group, LLC487,070$18.7M4.63%-70,07413F-HRTimeline
Bison Wealth, LLC473,476$18.2M1.7%-86,22213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV309,983$11.9M3.91%+306,43013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC299,334$11.5M<0.01%-22,11613F-HRTimelineGroup
Signal Advisors Wealth, LLC200,898$7.7M0.75%+64,42713F-HRTimeline
Foguth Wealth Management, LLC.190,666$7.31M1.77%+38,39913F-HRTimeline
Mutual Advisors, LLC158,504$6.05M0.17%-4,62213F-HRTimeline
WINNACLE WEALTH LLC143,042$5.49M5.06%-10,46113F-HRTimeline
Per Stirling Capital Management, LLC.134,982$5.18M0.74%-69,03313F-HRTimeline
Sequent Planning LLC126,020$4.83M1.74%+3,15513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC121,633$4.67M0.01%-1,15113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118,698$4.55M0.01%-234,55513F-HRTimelineGroup
LCNB CORP114,284$4.38M1.61%+60713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding107,172$4.11M-4,585Timeline
Cambridge Investment Research Advisors,…80,810$3.1M0.01%-27,48913F-HRTimeline
MML INVESTORS SERVICES, LLC74,242$2.85M0.01%-29,81313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding68,439$2.62M-28,745Timeline
Commonwealth Financial Services, LLC52,363$2.01M0.41%-1,65813F-HRTimeline
NewEdge Wealth, LLC48,542$1.86M0.03%013F-HRTimeline
Cetera Investment Advisers44,471$1.71M<0.01%+1,91513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,659$1.64M<0.01%-7,36813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.41,772$1.6M0.05%-5,96513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC40,760$1.56M0.29%13F-HRTimeline
Wood Tarver Financial Group, LLC39,957$1.53M0.5%+6,67213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC37,112$1.42M0.12%+21,40013F-HRTimeline
SMART Wealth LLC35,364$1.36M0.49%-8,44513F-HRTimeline
Castleview Partners, LLC35,138$1.35M0.91%-4,53013F-HRTimeline
Harvest Investment Services, LLC35,056$1.34M0.37%-3,20413F-HRTimeline
CWM, LLCin group CWM, LLC31,265$1.2M<0.01%-22,75213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management29,040$1.11M0.02%013F-HRTimelineGroup
1ST SOURCE BANK27,457$1.05M0.06%-21613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management26,134$1M0.03%-3,22513F-HRTimelineGroup
BEACON FINANCIAL GROUP26,036$998K0.11%013F-HRTimeline
Clear Creek Financial Management, LLC24,898$955K0.1%-1,09313F-HRTimeline
McKinley Carter Wealth Services, Inc.24,416$936K0.06%013F-HRTimeline
AE Wealth Management LLC22,982$881K0.01%-7,14813F-HRTimeline
Ignite Planners, LLC22,691$873K0.17%-10,86713F-HRTimeline
Icon Wealth Advisors, LLC20,685$793K0.07%-45513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,000$767K0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA17,388$667K0.38%-50813F-HRTimeline
B. Riley Wealth Advisors, Inc.16,082$617K0.02%-1,03613F-HRTimeline
LPL Financial LLC15,375$590K<0.01%+6,62313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,232$584K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC14,410$554K0.01%new13F-HRTimeline
IFP Advisors, Inc13,153$504K0.02%013F-HRTimeline
OLD MISSION CAPITAL LLC11,843$454K0.01%new13F-HRTimeline
UPTICK PARTNERS, LLC11,777$452K0.15%+5013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,083$425K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,971$421K<0.01%-1,95113F-HRTimelineGroup
1776 Wealth LLC10,658$409K0.19%013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV10,428$401K0.39%+26513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,317$396K<0.01%-2,02013F-HR/ATimelineGroup
Marshall Financial Group, LLC8,837$339K0.07%013F-HRTimeline
Prosperity Consulting Group, LLC8,435$323K0.03%013F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.8,290$318K0.28%-2,50013F-HRTimeline
Tanglewood Legacy Advisors, LLC8,268$317K0.14%-2,37013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,852$301K<0.01%-20213F-HRTimelineGroup
Keystone Wealth Services, LLC7,331$281K0.08%013F-HRTimeline
WealthTrust Asset Management, LLC7,296$280K0.21%013F-HRTimeline
Buck Wealth Strategies, LLC7,148$274K0.05%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,069$271K<0.01%-7,13013F-HRTimeline
Advyzon Investment Management, LLC6,734$258K0.09%+5013F-HRTimeline
Orion Porfolio Solutions, LLC6,589$253K<0.01%-16813F-HRTimeline
Orion Portfolio Solutions, LLC6,589$253K<0.01%-16813F-HR/ATimeline
Kovack Advisors, Inc.6,539$251K0.03%-53613F-HRTimeline
Nova Wealth Management, Inc.6,533$251K0.22%-3,19813F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.6,090$234K0.01%-4713F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,897$226K0.04%-2813F-HRTimeline
Midwest Financial Network, LLC5,699$219K0.22%-7113F-HRTimeline
Arkadios Wealth Advisors5,426$208K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.5,364$206K0.04%013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)5,260$202K0.09%-71513F-HRTimeline
Geneos Wealth Management Inc.5,116$196K<0.01%+3,83713F-HRTimeline
UBS Group AGin group UBS Group AG4,756$182K<0.01%+4,37813F-HRTimelineGroup
LANARK FINANCIAL, INC.4,737$181K0.02%+4,73213F-HRTimeline
Larson Financial Group LLC3,036$116K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,910$112K0.01%013F-HRTimeline
MTM Investment Management, LLC2,120$81.5K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,939$74K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,730$66.3K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,721$66K<0.01%-2,01813F-HR/ATimelineGroup
Sunbelt Securities, Inc.1,530$58.7K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,435$55K<0.01%-32513F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,293$49.6K<0.01%-3313F-HRTimeline
CoreCap Advisors, LLC1,134$43.5K<0.01%-113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC700$27.6K<0.01%013F-HRTimelineGroup
FSC Wealth Advisors, LLC563$21.6K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,14113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.