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Disclosery

XOCT FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S (fund)

42 managers (43 13F filers) reported a position in XOCT shares at 2026-06-30, 1,326,109 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
42
13F filers
43
New
11
Added
8
Reduced
14
Sold out
3
Shares held by filers
1,326,109

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Sequent Planning LLC208,561$8.24M1.76%-246,04813F-HRTimeline
OLD MISSION CAPITAL LLC201,201$7.95M0.2%+157,34013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding198,032$7.82MnewTimeline
Cetera Investment Advisers116,792$4.61M<0.01%+98,68613F-HRTimeline
Aptus Capital Advisors, LLC85,082$3.36M0.02%-58213F-HRTimeline
Financial Guidance Group, Inc.85,082$3.36M1.26%-58213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC67,963$2.68M0.01%-3,75613F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC33,093$1.31M0.67%+66113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,670$1.09M<0.01%+3,09913F-HRTimelineGroup
Diligent Investors, LLC27,018$1.07M0.24%-1,02513F-HRTimeline
Signal Advisors Wealth, LLC24,469$967K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.21,419$846K0.01%-3,70413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,616$814K<0.01%-94113F-HRTimeline
MML INVESTORS SERVICES, LLC14,516$573K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,375$568K0.01%new13F-HRTimelineGroup
Ignite Planners, LLC14,289$564K0.08%-15513F-HRTimeline
Ashton Thomas Private Wealth, LLC13,756$543K0.01%013F-HRTimeline
Atria Investments, Inc12,510$494K<0.01%new13F-HRTimeline
Bouchey Financial Group, Ltd.12,403$490K0.03%-754,16513F-HRTimeline
Van Diest Capital, LLC12,371$489K0.44%013F-HRTimeline
PFS Partners, LLC11,796$466K0.19%013F-HRTimeline
LPL Financial LLC10,011$395K<0.01%+29813F-HRTimeline
Beacon Financial Advisory LLC9,730$384K0.08%013F-HRTimeline
CROSSPOINT FINANCIAL, LLC9,604$379K0.87%013F-HRTimeline
LVZ, Inc.9,000$356K0.04%013F-HRTimeline
Summit Financial, LLC8,250$326K<0.01%new13F-HRTimeline
HBK Sorce Advisory LLC7,580$303K0.01%-1,19213F-HRTimeline
AE Wealth Management LLC7,197$284K<0.01%-51413F-HRTimeline
Arlington Capital Management, Inc.6,935$274K0.17%-2113F-HRTimeline
Sovran Advisors, LLC6,764$268K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,594$260K<0.01%+4,97713F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,469$256K0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,477$216K<0.01%new13F-HRTimelineGroup
IMG Wealth Management, Inc.2,841$112K0.06%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,018$79.7K0.02%-17013F-HRTimeline
Capital Investment Advisory Services, L…1,449$57.2K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,145$45.2K<0.01%+20613F-HRTimelineGroup
Steward Partners Investment Advisory, L…900$35.6K<0.01%-30013F-HRTimeline
IFP Advisors, Inc600$23.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC330$13K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC139$5.49K<0.01%+10813F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.62$2.45K<0.01%013F-HRTimeline