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Disclosery

XOCT FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S (fund)

37 managers (37 13F filers) reported a position in XOCT shares at 2026-03-31, 1,839,975 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.

Managers
37
13F filers
37
New
1
Added
7
Reduced
15
Sold out
3
Shares held by filers
1,839,975

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bouchey Financial Group, Ltd.766,568$29.2M2.14%-2,16513F-HRTimeline
Sequent Planning LLC454,609$16.9M4.1%-12,36713F-HRTimeline
Aptus Capital Advisors, LLC85,664$3.19M0.03%-12,60013F-HRTimeline
Financial Guidance Group, Inc.85,664$3.19M1.28%-12,60013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC71,719$2.67M0.01%+2,94413F-HRTimelineGroup
OLD MISSION CAPITAL LLC43,861$1.63M0.04%+29,25713F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC32,432$1.21M0.68%-3713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,989$1.19M<0.01%+19,99013F-HRTimelineGroup
Diligent Investors, LLC28,043$1.05M0.26%-513F-HRTimeline
HARBOUR INVESTMENTS, INC.25,123$936K0.01%+17,25013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,571$916K<0.01%-1,55713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,557$803K<0.01%-1,20813F-HRTimeline
Cetera Investment Advisers18,106$675K<0.01%-2,21113F-HRTimeline
Ignite Planners, LLC14,444$538K0.08%013F-HRTimeline
Ashton Thomas Private Wealth, LLC13,756$513K0.01%013F-HRTimeline
Van Diest Capital, LLC12,371$461K0.36%-1,58313F-HRTimeline
PFS Partners, LLC11,796$440K0.2%013F-HRTimeline
Beacon Financial Advisory LLC9,730$363K0.08%-83013F-HRTimeline
LPL Financial LLC9,713$362K<0.01%-35813F-HRTimeline
CROSSPOINT FINANCIAL, LLC9,604$358K0.9%013F-HRTimeline
Bullseye Investment Management, LLC9,462$353K0.19%-73113F-HRTimeline
HBK Sorce Advisory LLC8,772$343K0.01%013F-HRTimeline
LVZ, Inc.9,000$335K0.04%013F-HRTimeline
AE Wealth Management LLC7,711$287K<0.01%+36913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,652$285K<0.01%-1,10113F-HRTimelineGroup
Sovran Advisors, LLC6,764$263K0.02%013F-HRTimeline
Arlington Capital Management, Inc.6,956$259K0.15%+43513F-HRTimeline
IMG Wealth Management, Inc.2,841$106K0.07%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,188$81.5K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC2,151$80.2K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,617$59.3K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…1,200$44.7K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG939$35K<0.01%+55313F-HRTimelineGroup
Advisory Services Network, LLC709$26.4K<0.01%new13F-HRTimeline
IFP Advisors, Inc600$22.4K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.62$2.31K<0.01%-10313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC31$1.16K<0.01%013F-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