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XOCT FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S (fund)

43 managers (44 13F filers) reported a position in XOCT shares at 2026-06-30, 1,335,054 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
43
13F filers
44
New
11
Added
8
Reduced
15
Sold out
3
Shares held by filers
1,335,054

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, 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
Bullseye Investment Management, LLC8,945$353K0.17%-51713F-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

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