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Disclosery

FOCT FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

126 managers (129 13F filers) reported a position in FOCT shares at 2024-12-31, 5,451,894 shares in all. 28 filers opened a position and 5 filers sold out during the quarter.

Managers
126
13F filers
129
New
28
Added
45
Reduced
22
Sold out
5
Shares held by filers
5,451,894

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding572,728$24.4M+500,944Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC530,741$22.6M0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers455,252$19.4M0.04%+379,09513F-HRTimeline
LeClair Wealth Partners LLC285,025$12.2M8.1%13F-HRTimeline
Bleakley Financial Group, LLC270,666$11.5M0.35%new13F-HRTimeline
CWM, LLCin group CWM, LLC188,752$8.05M0.03%+108,59413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC180,388$7.69M0.24%+174,40613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC162,340$6.92M0.01%+59,91513F-HRTimeline
WealthPlan Investment Management, LLC156,445$6.67M0.66%new13F-HRTimeline
McCarthy & Cox144,387$6.16M2.14%+7,16213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.144,151$6.15M0.01%+44,34713F-HR/ATimelineGroup
Bison Wealth, LLC123,461$5.26M0.64%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding117,638$5.01M+38,006Timeline
ASSETMARK, INCin group ASSETMARK, INC111,208$4.74M0.01%+40,33213F-HRTimelineGroup
REAP Financial Group, LLC106,512$4.54M1.13%-13,04613F-HRTimeline
WealthPLAN Partners, LLC89,956$3.83M0.54%new13F-HRTimeline
SOA Wealth Advisors, LLC.88,132$3.76M0.69%-80513F-HR/ATimeline
MGO ONE SEVEN LLC79,651$3.4M0.13%+66,33413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…77,548$3.31M0.55%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC76,729$3.27M1.14%-1,99013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA72,361$3.08M<0.01%+15,95813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC64,622$2.75M0.01%+38,72213F-HRTimeline
LPL Financial LLC61,875$2.64M<0.01%+8,66013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…60,014$2.56M0.04%+13,13413F-HRTimelineGroup
Cambridge Investment Research Advisors,…46,341$1.98M0.01%+15,68713F-HRTimeline
Midwest Financial Network, LLC44,813$1.91M1.99%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC42,512$1.81M0.19%new13F-HRTimeline
Fragasso Financial Advisors Inc41,182$1.76M0.13%+1,99813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,536$1.73M<0.01%+3,48913F-HRTimelineGroup
FWG Investments, LLC.38,057$1.62M1.26%+29,84113F-HRTimeline
Janney Montgomery Scott LLC38,037$1.62M<0.01%+31,22213F-HRTimeline
AE Wealth Management LLC37,090$1.58M0.01%-14513F-HRTimeline
SMART Wealth LLC36,862$1.57M0.56%+22,31613F-HRTimeline
McKinley Carter Wealth Services, Inc.36,780$1.57M0.1%-3513F-HRTimeline
OneDigital Investment Advisors LLC36,499$1.56M0.02%-10,64113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,601$1.43M<0.01%+18,50913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management29,531$1.26M0.02%+72713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS28,137$1.2M<0.01%+11,19513F-HRTimeline
Harvest Investment Services, LLC26,657$1.14M0.28%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding25,834$1.1M+6,762Timeline
FSB PREMIER WEALTH MANAGEMENT, INC.23,533$1M0.4%+3,12913F-HRTimeline
Atria Investments, Inc22,146$944K0.01%new13F-HRTimeline
Integrity Financial Corp /WA19,884$848K0.49%+3,46313F-HRTimeline
Tanglewood Legacy Advisors, LLC18,426$786K0.34%013F-HRTimeline
SeaCrest Wealth Management, LLC17,383$741K0.08%013F-HRTimeline
Steward Partners Investment Advisory, L…16,793$716K0.01%+3,19813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,936$679K<0.01%+3,02213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,398$656K<0.01%+12,63513F-HRTimelineGroup
Keystone Wealth Services, LLC15,122$645K0.17%+4,99513F-HRTimeline
CENTAURUS FINANCIAL, INC.13,237$564K0.03%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC13,115$559K0.05%+5,00413F-HRTimeline
OLD MISSION CAPITAL LLC12,982$553K0.01%new13F-HRTimeline
Schulz Wealth, LTD.12,873$549K0.42%+3513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,632$539K0.1%+5,20013F-HRTimeline
TFB Advisors LLC12,568$536K0.15%+4,47113F-HRTimeline
NewEdge Advisors, LLC12,397$528K<0.01%+2013F-HRTimeline
Pitti Group Wealth Management, LLC12,381$528K0.53%-46013F-HRTimeline
CoreCap Advisors, LLC12,354$527K0.02%+1,59613F-HRTimeline
HARBOUR INVESTMENTS, INC.12,130$517K0.01%-6,44213F-HRTimeline
Savvy Advisors, Inc.12,040$513K0.06%new13F-HRTimeline
Strategic Blueprint, LLC11,595$494K0.03%-17513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…11,352$484K0.09%+2,66013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,178$477K<0.01%new13F-HRTimelineGroup
Octavia Wealth Advisors, LLC10,472$446K0.05%-57713F-HRTimeline
IFP Advisors, Inc10,332$440K0.01%+1013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,118$431K0.02%new13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV9,423$409K0.4%+2,52813F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC9,400$401K0.16%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,355$399K<0.01%new13F-HRTimeline
VestGen Investment Management9,310$397K0.11%new13F-HRTimeline
Semus Wealth Partners LLC9,234$394K0.26%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,096$388K0.03%new13F-HRTimeline
Archer Investment Corp9,035$385K0.1%-75013F-HRTimeline
Prospera Financial Services Inc8,773$374K0.01%-116,86413F-HRTimeline
Prosperity Consulting Group, LLC8,517$363K0.03%+1,94613F-HRTimeline
Mariner, LLCin group Mariner, LLC8,402$358K<0.01%-91013F-HRTimelineGroup
Financial Life Planners8,249$352K0.29%13F-HRTimeline
J.W. COLE ADVISORS, INC.8,223$351K0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC8,186$349K<0.01%-3,22313F-HRTimeline
Meridian Wealth Management, LLC7,983$340K0.02%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,555$322K0.01%-81513F-HRTimeline
Mutual Advisors, LLC7,238$312K0.01%013F-HRTimeline
WealthTrust Asset Management, LLC6,907$294K0.21%013F-HRTimeline
Beacon Pointe Advisors, LLC6,761$288K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC6,730$287K0.05%013F-HRTimeline
HighTower Advisors, LLC6,719$286K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,558$286K0.02%+3,84613F-HRTimeline
Sanctuary Advisors, LLC6,290$274K<0.01%-1,37913F-HRTimeline
LEIGH BALDWIN & CO., LLC6,400$273K0.23%13F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,363$271K0.01%013F-HRTimelineGroup
Share Andrew L.6,229$266K0.12%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,228$265K0.02%013F-HRTimeline
Orion Porfolio Solutions, LLC5,948$254K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC5,948$254K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.5,667$242K0.09%-11513F-HRTimeline
Beacon Financial Advisory LLC5,500$234K0.08%013F-HRTimeline
Range Financial Group LLC5,483$234K0.11%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,417$231K<0.01%new13F-HRTimelineGroup
LEGACY SOLUTIONS, LLC5,244$224K0.24%13F-HRTimeline
NWF Advisory Services Inc.5,200$222K0.03%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC4,980$212K0.13%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,900$209K0.02%013F-HRTimeline
Sunbelt Securities, Inc.2,497$107K0.01%+47313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,489$106K<0.01%+40913F-HRTimelineGroup
Stonebridge Financial Group, LLC2,160$92.1K0.01%13F-HRTimeline
PRIVATE TRUST CO NA1,917$81.7K0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC1,811$77K0.03%13F-HRTimeline
GeoWealth Management, LLC1,452$61.9K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,235$52.6K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,162$49.5K0.09%-1,05813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,142$48.7K<0.01%-14,54813F-HRTimelineGroup
Larson Financial Group LLC1,060$45.2K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC767$32.7K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/746$31.8K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG740$31.5K<0.01%-3,91213F-HRTimelineGroup
WINNACLE WEALTH LLC717$30.5K0.03%13F-HRTimeline
Capital Investment Advisory Services, L…629$26.8K<0.01%-113F-HRTimeline
Park Square Financial Group, LLC584$24.9K0.02%13F-HRTimeline
Federation des caisses Desjardins du Qu…555$23.7K<0.01%013F-HRTimeline
Caitlin John, LLC404$17.2K0.01%013F-HRTimeline
IMG Wealth Management, Inc.264$11.3K0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC237$10.1K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC200$8.53K<0.01%13F-HRTimeline
EPG Wealth Management LLC137$5.84K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC100$4.28K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.10$4630.04%-8,60213F-HRTimeline