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Disclosery

DOCT FIRST TR EXCHNG TRADED FD VI

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FT VEST UQ EQT (fund)

90 managers (92 13F filers) reported a position in DOCT shares at 2025-06-30, 5,011,988 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
90
13F filers
92
New
8
Added
21
Reduced
43
Sold out
7
Shares held by filers
5,011,988

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.617,258$25.3M1.15%-67,61413F-HRTimeline
Bison Wealth, LLC337,727$13.9M1.1%-135,74913F-HRTimeline
REAP Financial Group, LLC320,476$13.2M3.09%-166,59413F-HRTimeline
Wood Tarver Financial Group, LLC316,824$13M3.92%+276,86713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC313,557$12.9M0.02%+191,92413F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV307,088$12.6M3.9%-2,89513F-HRTimeline
Signal Advisors Wealth, LLC295,291$12.1M0.95%+94,39313F-HRTimeline
Foguth Wealth Management, LLC.287,523$11.8M2.53%+96,85713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC247,383$10.2M<0.01%-51,95113F-HRTimelineGroup
Mutual Advisors, LLC149,118$6.24M0.16%-9,38613F-HRTimeline
Per Stirling Capital Management, LLC.136,191$5.59M0.73%+1,20913F-HRTimeline
Sequent Planning LLC124,565$5.12M1.62%-1,45513F-HRTimeline
LCNB CORP115,476$4.74M1.67%+1,19213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,082$4.64M0.01%-5,61613F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding83,578$3.43M-23,594Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding77,535$3.18M+9,096Timeline
MML INVESTORS SERVICES, LLC73,846$3.03M0.01%-39613F-HRTimeline
NewEdge Wealth, LLC55,119$2.3M0.04%+6,57713F-HRTimeline
Cetera Investment Advisers51,587$2.12M<0.01%+7,11613F-HRTimeline
Commonwealth Financial Services, LLC49,751$2.04M0.39%-2,61213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,605$2.04M<0.01%+6,94613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.42,056$1.73M0.04%+28413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC40,240$1.65M0.13%+3,12813F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC40,760$1.56M0.3%013F-HRTimeline
Cambridge Investment Research Advisors,…38,061$1.56M<0.01%-42,74913F-HRTimeline
SMART Wealth LLC34,096$1.4M0.44%-1,26813F-HRTimeline
Harvest Investment Services, LLC32,306$1.33M0.3%-2,75013F-HRTimeline
CWM, LLCin group CWM, LLC31,075$1.28M<0.01%-19013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management30,010$1.23M0.02%+97013F-HRTimelineGroup
Castleview Partners, LLC29,934$1.23M0.79%-5,20413F-HRTimeline
LPL Financial LLC29,671$1.22M<0.01%+14,29613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.26,578$1.09M0.05%+20,48813F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.24,416$1M0.06%013F-HRTimeline
Ignite Planners, LLC22,691$940K0.16%013F-HR/ATimeline
1ST SOURCE BANK22,145$909K0.05%-5,31213F-HRTimeline
BEACON FINANCIAL GROUP20,801$854K0.09%-5,23513F-HRTimeline
Icon Wealth Advisors, LLC20,685$850K0.06%013F-HRTimeline
Clear Creek Financial Management, LLC20,298$834K0.08%-4,60013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,000$821K0.01%013F-HRTimelineGroup
LifeWealth Investments, LLC17,570$722K0.26%new13F-HR/ATimeline
OLD MISSION CAPITAL LLC17,313$711K0.02%+5,47013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,281$710K0.03%-8,85313F-HRTimelineGroup
MGO ONE SEVEN LLC16,082$660K0.02%new13F-HRTimeline
Integrity Financial Corp /WA16,027$658K0.34%-1,36113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.15,971$656K0.81%13F-HRTimeline
Farther Finance Advisors, LLC14,246$585K0.01%-16413F-HRTimeline
WealthTrust Asset Management, LLC12,742$523K0.39%+5,44613F-HRTimeline
Buck Wealth Strategies, LLC12,238$503K0.08%+5,09013F-HRTimeline
RFG Advisory, LLC12,131$498K0.01%new13F-HRTimeline
UPTICK PARTNERS, LLC11,777$484K0.14%013F-HRTimeline
IFP Advisors, Inc11,688$480K0.01%-1,46513F-HRTimeline
1776 Wealth LLC10,658$438K0.18%013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV9,818$407K0.36%-61013F-HRTimeline
Simplicity Wealth,LLC9,780$402K0.02%new13F-HRTimeline
Marshall Financial Group, LLC8,824$362K0.07%-1313F-HRTimeline
Prosperity Consulting Group, LLC8,030$330K0.02%-40513F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.7,790$320K0.26%-50013F-HRTimeline
Tanglewood Legacy Advisors, LLC7,530$309K0.13%-73813F-HRTimeline
Keystone Wealth Services, LLC7,331$301K0.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,028$289K<0.01%-3,28913F-HRTimelineGroup
Orion Porfolio Solutions, LLC6,811$280K<0.01%+22213F-HR/ATimeline
Kovack Advisors, Inc.6,539$269K0.03%013F-HRTimeline
Advyzon Investment Management, LLC6,477$266K0.06%-25713F-HRTimeline
Nova Wealth Management, Inc.6,376$262K0.19%-15713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,669$234K<0.01%-1,40013F-HRTimeline
Arkadios Wealth Advisors5,426$223K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.5,364$220K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,306$218K<0.01%-2,54613F-HRTimelineGroup
Midwest Financial Network, LLC5,274$217K0.21%-42513F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)5,100$209K0.09%-16013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,003$205K<0.01%+3,28213F-HR/ATimelineGroup
Armbruster Capital Management, Inc.5,000$205K0.04%new13F-HRTimeline
Schulz Wealth, LTD.4,991$205K0.15%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,799$197K0.03%-1,09813F-HRTimeline
LANARK FINANCIAL, INC.4,000$164K0.01%-73713F-HRTimeline
Geneos Wealth Management Inc.3,837$158K<0.01%-1,27913F-HRTimeline
AE Wealth Management LLC3,170$130K<0.01%-19,81213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,120$128K0.01%new13F-HRTimelineGroup
Larson Financial Group LLC3,036$125K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,910$120K0.01%013F-HRTimeline
MTM Investment Management, LLC2,120$87.1K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,939$80K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC1,627$68.6K0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,610$66.1K0.02%-12013F-HRTimeline
Sunbelt Securities, Inc.1,530$60.2K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,420$58K<0.01%-1513F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,293$53.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,283$52.7K<0.01%+14913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC700$28.7K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.