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Disclosery

XOCT FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S (fund)

33 managers (33 13F filers) reported a position in XOCT shares at 2024-12-31, 1,673,378 shares in all. 14 filers opened a position and 5 filers sold out during the quarter.

Managers
33
13F filers
33
New
14
Added
8
Reduced
4
Sold out
5
Shares held by filers
1,673,378

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

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
Sequent Planning LLC521,948$17.9M6.55%new13F-HRTimeline
Objectivity Squared, LLC493,832$16.8M11.71%+26,74413F-HRTimeline
Cetera Investment Advisers160,139$5.48M0.01%+147,83913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC78,012$2.67M<0.01%+3,03813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC74,115$2.54M0.01%+10,81913F-HRTimelineGroup
CORRADO ADVISORS, LLC45,580$1.56M1.02%-1,94313F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC36,894$1.26M0.72%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,299$1.21M<0.01%+2,60013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,643$1.15M<0.01%+4,13513F-HRTimelineGroup
Diligent Investors, LLC26,373$902K0.21%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,954$683K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners18,140$621K0.04%new13F-HRTimeline
Bullseye Investment Management, LLC16,139$552K0.37%-17,00413F-HRTimeline
LPL Financial LLC14,924$511K<0.01%-4,69713F-HRTimeline
Bison Wealth, LLC12,826$439K0.05%13F-HRTimeline
REAP Financial Group, LLC12,826$439K0.11%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC12,784$437K0.02%new13F-HRTimeline
LVZ, Inc.9,000$308K0.04%new13F-HRTimeline
HBK Sorce Advisory LLC8,772$300K0.01%013F-HRTimeline
Arlington Capital Management, Inc.7,760$266K0.18%+82513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,238$248K<0.01%-1,47913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,836$200K<0.01%+4,66513F-HR/ATimelineGroup
AE Wealth Management LLC5,583$191K<0.01%new13F-HRTimeline
PFS Partners, LLC3,918$134K0.07%new13F-HRTimeline
IMG Wealth Management, Inc.3,890$133K0.12%13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,750$128K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,200$41.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,000$34.7K0.02%13F-HRTimeline
DHJJ Financial Advisors, Ltd.660$22.6K0.01%013F-HRTimeline
IFP Advisors, Inc600$20.5K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…357$12.4K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN346$11.8K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC40$1.37K<0.01%new13F-HRTimelineGroup

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 39,779 XOCT shares, 3.98% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001445546-26-007491

    Accepted , ingested