Skip to content
Disclosery

DOCT FIRST TR EXCHNG TRADED FD VI

Follow

FT VEST UQ EQT (fund)

112 managers (114 13F filers) reported a position in DOCT shares at 2025-12-31, 4,295,043 shares in all. 29 filers opened a position and 6 filers sold out during the quarter.

Managers
112
13F filers
114
New
29
Added
36
Reduced
26
Sold out
6
Shares held by filers
4,295,043

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …396,336$17.6M0.25%+376,33613F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV301,238$13.3M3.67%-2,28613F-HRTimeline
REAP Financial Group, LLC262,835$11.6M2.36%-38,74213F-HRTimeline
Wood Tarver Financial Group, LLC259,898$11.5M3.23%-12,57513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.156,080$6.91M0.01%+51,60813F-HRTimelineGroup
Mutual Advisors, LLC147,228$6.52M0.14%-2,98513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC135,513$6M<0.01%+8,19013F-HRTimelineGroup
Per Stirling Capital Management, LLC.133,894$5.93M0.67%-3,75413F-HRTimeline
LCNB CORP124,262$5.5M1.84%+5413F-HRTimeline
WINNACLE WEALTH LLC121,993$5.49M4.06%+119,46513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding122,405$5.42M+39,179Timeline
Sequent Planning LLC122,211$5.41M1.38%+26213F-HRTimeline
Foguth Wealth Management, LLC.117,397$5.2M0.81%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC112,975$5M0.01%+27713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding100,449$4.45M+20,799Timeline
MML INVESTORS SERVICES, LLC86,240$3.82M0.01%+12,46013F-HRTimeline
Keystone Wealth Services, LLC72,544$3.64M0.77%+65,21313F-HRTimeline
CWM, LLCin group CWM, LLC71,017$3.15M0.01%+40,84313F-HRTimelineGroup
Cetera Investment Advisers68,594$3.04M<0.01%+15,37413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP63,656$2.82M<0.01%+13,38513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC62,286$2.76M0.16%+5,31813F-HRTimeline
NewEdge Wealth, LLC52,196$2.31M0.03%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…51,780$2.29M0.38%new13F-HRTimeline
LPL Financial LLC51,427$2.28M<0.01%+18,05813F-HRTimeline
Commonwealth Financial Services, LLC50,326$2.23M0.37%+13113F-HRTimeline
HARBOUR INVESTMENTS, INC.49,641$2.2M0.04%+5,33013F-HRTimeline
IFP Advisors, Inc41,074$1.82M0.04%+29,24413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.37,250$1.65M0.07%+3,46713F-HRTimelineGroup
MGO ONE SEVEN LLC36,779$1.63M0.03%+23,28013F-HRTimeline
1ST SOURCE BANK33,562$1.49M0.08%new13F-HRTimeline
Advance Capital Management, Inc.33,241$1.47M0.06%-68013F-HRTimeline
Castleview Partners, LLC33,041$1.46M0.73%+3,22213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,200$1.43M0.02%+2,19013F-HRTimelineGroup
OLD MISSION CAPITAL LLC29,823$1.32M0.05%-4,65013F-HRTimeline
Harvest Investment Services, LLC29,759$1.32M0.25%-64213F-HRTimeline
SMART Wealth LLC29,350$1.3M0.4%-2,59313F-HRTimeline
&PARTNERS27,548$1.22M0.01%new13F-HRTimeline
Kovack Advisors, Inc.26,675$1.18M0.06%+20,13613F-HR/ATimeline
McKinley Carter Wealth Services, Inc.24,416$1.08M0.06%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,577$1000K<0.01%new13F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…21,861$968K0.14%new13F-HRTimeline
Ignite Planners, LLC21,341$951K0.15%-1,12513F-HRTimeline
Icon Wealth Advisors, LLC20,645$914K0.06%-4013F-HRTimeline
Integrity Financial Corp /WA20,068$889K0.45%+4,06413F-HRTimeline
LifeWealth Investments, LLC18,525$820K0.26%+95513F-HRTimeline
BEACON FINANCIAL GROUP17,584$779K0.08%013F-HRTimeline
IHT Wealth Management, LLC17,329$768K0.02%new13F-HRTimeline
Madrona Financial Services, LLC17,238$763K0.16%new13F-HRTimeline
First Heartland Consultants, Inc.16,558$733K0.06%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.15,972$707K0.59%013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)15,460$685K0.23%+10,36013F-HRTimeline
Cambridge Investment Research Advisors,…14,788$655K<0.01%+2,95613F-HRTimeline
UPTICK PARTNERS, LLC13,940$617K0.13%+2,16313F-HRTimeline
Sanctuary Advisors, LLC13,524$599K<0.01%new13F-HRTimeline
WealthTrust Asset Management, LLC12,742$564K0.39%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,485$553K<0.01%+3,35013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC12,427$550K0.21%+4,89713F-HRTimeline
RFG Advisory, LLC11,847$525K0.01%+1813F-HRTimeline
Oakmont Advisory Group, LLC11,816$523K0.56%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,700$518K0.03%new13F-HRTimeline
Buck Wealth Strategies, LLC11,691$518K0.07%-54713F-HRTimeline
Capasso Planning Partners LLC11,369$504K0.28%new13F-HRTimeline
Signal Advisors Wealth, LLC11,318$501K0.04%-44613F-HRTimeline
1776 Wealth LLC10,658$472K0.18%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,292$456K0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC9,933$440K0.04%-57513F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV8,853$393K0.33%-95813F-HRTimeline
Marshall Financial Group, LLC8,824$391K0.08%013F-HRTimeline
Prime Capital Investment Advisors, LLC8,486$376K<0.01%new13F-HRTimeline
Santori & Peters, Inc.8,263$366K0.12%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,766$300K0.01%new13F-HRTimelineGroup
AlphaStar Capital Management, LLC6,765$300K0.02%new13F-HRTimeline
Clearstead Advisors, LLC6,764$300K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,500$288K0.03%new13F-HRTimeline
Orion Porfolio Solutions, LLC6,189$274K<0.01%-24113F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,687$252K0.17%new13F-HRTimeline
Advyzon Investment Management, LLC5,624$249K0.03%-26913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC5,549$246K0.13%new13F-HRTimeline
Sage Capital Advisors,llc5,454$242K0.06%new13F-HRTimeline
Arkadios Wealth Advisors5,426$240K<0.01%013F-HRTimeline
Prosperity Consulting Group, LLC5,383$238K0.01%-90113F-HRTimeline
SOA Wealth Advisors, LLC.5,364$238K0.04%013F-HRTimeline
Legacy Capital Wealth Partners, LLC5,201$230K0.05%new13F-HRTimeline
Farther Finance Advisors, LLC5,160$229K<0.01%-2,39713F-HRTimeline
Nova Wealth Management, Inc.4,871$216K0.15%-8713F-HRTimeline
Cottage Street Advisors LLC4,835$214K0.09%new13F-HRTimeline
Simplicity Wealth,LLC4,835$214K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,676$207K<0.01%-413F-HR/ATimelineGroup
CRUX WEALTH ADVISORS4,570$202K0.08%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,178$185K0.03%-43913F-HRTimeline
Capital Investment Advisory Services, L…3,906$173K0.01%+1,45613F-HRTimeline
Balentine LLC3,875$172K0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,837$170K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3,274$145K0.01%+6313F-HRTimeline
Larson Financial Group LLC3,036$134K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,325$103K<0.01%new13F-HRTimeline
MTM Investment Management, LLC2,120$93.9K0.03%013F-HRTimeline
AE Wealth Management LLC2,005$88.8K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,939$86K<0.01%013F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.1,610$71.3K0.02%013F-HRTimeline
Sunbelt Securities, Inc.1,530$67.8K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,501$66K<0.01%+1013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,263$55.9K<0.01%-3013F-HRTimeline
CoreCap Advisors, LLC1,262$55.9K<0.01%-1713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN800$35.4K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management599$26.5K<0.01%-14,22713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC360$15.9K<0.01%-51113F-HRTimelineGroup
Global Retirement Partners, LLC225$9.96K<0.01%013F-HRTimeline
Benson Wealth Management INC205$9.08K0.01%13F-HRTimeline
Smartleaf Asset Management LLC156$6.93K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC144$6.42K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21$930<0.01%new13F-HRTimelineGroup