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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 2025-03-31, 1,668,332 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
33
13F filers
33
New
4
Added
7
Reduced
8
Sold out
4
Shares held by filers
1,668,332

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC524,167$17.7M6.39%+2,21913F-HRTimeline
Objectivity Squared, LLC483,277$15.9M13.33%-10,55513F-HRTimeline
Cetera Investment Advisers161,260$5.46M0.01%+1,12113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…80,776$2.73M<0.01%+47,13313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC76,146$2.58M<0.01%-1,86613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC68,328$2.31M0.01%-5,78713F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC39,622$1.34M0.86%+2,72813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,498$1.03M<0.01%-4,80113F-HRTimelineGroup
Diligent Investors, LLC26,373$892K0.22%013F-HRTimeline
LPL Financial LLC19,851$672K<0.01%+4,92713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,647$665K<0.01%-30713F-HRTimelineGroup
Ignite Planners, LLC15,416$522K0.1%new13F-HRTimeline
Bullseye Investment Management, LLC13,996$474K0.29%-2,14313F-HRTimeline
Bison Wealth, LLC12,826$434K0.04%013F-HRTimeline
REAP Financial Group, LLC12,826$434K0.11%013F-HRTimeline
Ashton Thomas Private Wealth, LLC12,784$433K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…9,560$324K<0.01%new13F-HRTimeline
LVZ, Inc.9,000$305K0.04%013F-HRTimeline
HBK Sorce Advisory LLC8,772$297K0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC8,004$271K0.01%new13F-HRTimeline
Arlington Capital Management, Inc.7,989$270K0.2%+22913F-HRTimeline
AE Wealth Management LLC5,843$198K<0.01%+26013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,379$182K<0.01%-45713F-HR/ATimelineGroup
PFS Partners, LLC3,918$133K0.07%013F-HRTimeline
IMG Wealth Management, Inc.3,890$132K0.12%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,750$127K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,200$40.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,000$33.8K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.660$22.3K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG628$21.3K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc600$20.3K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN346$11.7K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-35713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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