FIRST TR EXCHNG TRADED FD VI (GOCT)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
100
Reporting holders
$114.5M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $12.7M | 304,759 | 0.00% | 7q | -4.8%-$632.2K |
| Kestra Advisory Services, LLC | $7.3M | 174,597 | 0.02% | 11q | -6.1%-$467.4K |
| Sequent Planning LLC | $6.8M | 162,649 | 1.44% | 7q | -28.3%-$2.7M |
| Cetera Investment Advisers | $6.4M | 154,868 | 0.01% | 11q | -0.8%-$50.6K |
| ENVESTNET ASSET MANAGEMENT INC | $6.2M | 149,370 | 0.00% | 11q | -1.3%-$82.1K |
| OSAIC HOLDINGS, INC. | $5.9M | 140,920 | 0.01% | 11q | +27.6%+$1.3M |
| Advisory Services Network, LLC | $5.2M | 125,814 | 0.06% | 7q | -1.8%-$95.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 121,023 | 0.01% | 11q | -16.7%-$1.0M |
| SAGESPRING WEALTH PARTNERS, LLC | $4.4M | 105,026 | 0.07% | 3q | -2.8%-$124.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 77,170 | 0.00% | 6q | +99.2%+$1.6M |
| TRUIST FINANCIAL CORP | $3.1M | 73,470 | 0.00% | 11q | -3.1%-$96.7K |
| Corus Family Wealth Advisors | $3.0M | 73,126 | 2.09% | 3q | -6.1%-$198.7K |
| LPL Financial LLC | $2.5M | 59,825 | 0.00% | 10q | +3.2%+$76.8K |
| UPTICK PARTNERS, LLC | $1.9M | 46,694 | 0.30% | 11q | -5.9%-$121.1K |
| Americana Partners, LLC | $1.9M | 44,986 | 0.04% | 3q | -37.1%-$1.1M |
| Range Financial Group LLC | $1.8M | 44,227 | 0.50% | 3q | -7.7%-$152.9K |
| Steward Partners Investment Advisory, LLC | $1.8M | 43,802 | 0.01% | 11q | -2.8%-$53.2K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.8M | 42,610 | 0.09% | 8q | +5.7%+$96.2K |
| Foundations Investment Advisors, LLC | $1.7M | 41,171 | 0.02% | 5q | -3.0%-$53.8K |
| Midwest Financial Network, LLC | $1.6M | 38,267 | 1.09% | new | FIRST |
| CITADEL ADVISORS LLC | $1.4M | 32,695 | 0.00% | new | NEW |
| CITY HOLDING CO | $1.4M | 32,650 | 0.15% | 11q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $1.3M | 31,506 | 0.00% | 11q | HELD |
| Concurrent Investment Advisors, LLC | $1.3M | 30,997 | 0.01% | 2q | HELD |
| Bouchey Financial Group, Ltd. | $1.1M | 27,402 | 0.07% | 5q | -93.9%-$17.5M |
| CreativeOne Wealth, LLC | $1.0M | 24,460 | 0.02% | 10q | -6.4%-$69.2K |
| FWG Investments, LLC. | $885.1K | 21,305 | 0.47% | 3q | +4.8%+$40.7K |
| ROYAL BANK OF CANADA | $868.0K | 20,899 | 0.00% | 7q | -26.3%-$310.2K |
| MML INVESTORS SERVICES, LLC | $809.3K | 19,480 | 0.00% | 7q | +2.5%+$19.5K |
| HARBOUR INVESTMENTS, INC. | $777.3K | 18,709 | 0.01% | 11q | -20.2%-$197.3K |
| BCGM Wealth Management, LLC | $727.2K | 17,505 | 0.15% | 11q | HELD |
| Diligent Investors, LLC | $699.0K | 16,825 | 0.16% | 7q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $691.7K | 16,650 | 0.01% | 11q | -3.8%-$27.0K |
| Alpha Financial Partners LLC | $677.1K | 16,297 | 0.36% | 7q | HELD |
| Keating Financial Advisory Services, Inc. | $660.4K | 15,896 | 0.09% | 3q | HELD |
| Mutual Advisors, LLC | $648.0K | 15,598 | 0.01% | 8q | HELD |
| Archer Investment Corp | $632.8K | 15,232 | 0.06% | 11q | +60.8%+$239.2K |
| LVZ, Inc. | $609.8K | 14,678 | 0.06% | 3q | +14.2%+$75.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $604.4K | 14,467 | 0.00% | 3q | HELD |
| MAI Capital Management | $579.3K | 13,943 | 0.00% | 7q | -1.8%-$10.8K |
| Integrated Wealth Concepts LLC | $570.4K | 13,731 | 0.00% | 2q | HELD |
| FORTRESS PRIVATE LEDGER, LLC | $564.6K | 13,591 | 0.15% | 7q | -1.9%-$11.2K |
| Arkadios Wealth Advisors | $542.6K | 13,060 | 0.01% | 8q | -17.4%-$114.2K |
| REAP Financial Group, LLC | $483.2K | 11,630 | 0.08% | 11q | -2.2%-$11.1K |
| IFP Advisors, Inc | $473.1K | 11,388 | 0.01% | 11q | +19.5%+$77.1K |
| Beacon Financial Advisory LLC | $437.9K | 10,540 | 0.09% | 11q | HELD |
| Focus Partners Wealth | $420.0K | 10,110 | 0.00% | 9q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $410.5K | 9,882 | 0.18% | new | NEW |
| CoreCap Advisors, LLC | $399.2K | 9,609 | 0.01% | 10q | -1.5%-$6.1K |
| Keystone Wealth Services, LLC | $396.8K | 9,551 | 0.07% | 2q | -1.1%-$4.6K |
| PRINCIPAL SECURITIES, INC. | $390.2K | 9,393 | 0.00% | 7q | -15.6%-$72.1K |
| Vestmark Advisory Solutions, Inc. | $387.2K | 9,320 | 0.00% | 3q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $387.2K | 9,320 | 0.01% | 4q | HELD |
| RFG Advisory, LLC | $375.8K | 9,046 | 0.01% | 3q | HELD |
| Tanglewood Legacy Advisors, LLC | $375.1K | 9,029 | 0.12% | 7q | -2.3%-$8.6K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $349.3K | 8,408 | 0.10% | 7q | HELD |
| Rehmann Capital Advisory Group | $341.7K | 8,224 | 0.02% | 11q | HELD |
| KINTRA WEALTH, LLC | $338.5K | 7,999 | 0.02% | 2q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $302.0K | 7,269 | 0.01% | 3q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $280.2K | 6,745 | 0.02% | 3q | -4.9%-$14.3K |
| Marshall Financial Group, LLC | $273.7K | 6,587 | 0.04% | 11q | HELD |
| Mariner, LLC | $270.1K | 6,502 | 0.00% | 7q | -46.5%-$234.6K |
| OneDigital Investment Advisors LLC | $269.1K | 6,478 | 0.00% | 10q | HELD |
| Clear Creek Financial Management, LLC | $259.4K | 6,245 | 0.02% | 3q | -65.2%-$486.0K |
| Pinnacle Family Advisors, LLC | $249.7K | 6,010 | 0.10% | 3q | -30.0%-$107.0K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $231.6K | 5,575 | 0.01% | 3q | HELD |
| LANARK FINANCIAL, INC. | $228.0K | 5,489 | 0.02% | 7q | HELD |
| Private Advisor Group, LLC | $224.3K | 5,400 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $217.9K | 5,246 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $214.0K | 5,152 | 0.00% | 9q | -82.7%-$1.0M |
| Mayfair Advisory Group, LLC | $209.4K | 5,038 | 0.06% | new | NEW |
| Integrity Financial Corp /WA | $207.5K | 4,994 | 0.10% | 11q | -0.9%-$1.8K |
| BARCLAYS PLC | $205.2K | 4,940 | 0.00% | 8q | HELD |
| Madrona Financial Services, LLC | $204.6K | 4,925 | 0.04% | new | NEW |
| Gallagher Fiduciary Advisors, LLC | $200.3K | 4,821 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $164.6K | 3,961 | 0.00% | 6q | +1215.9%+$152.1K |
| REICON WEALTH ADVISORS, LLC | $150.6K | 3,624 | 0.09% | 3q | HELD |
| Buck Wealth Strategies, LLC | $116.3K | 2,800 | 0.01% | new | NEW |
| UBS Group AG | $97.6K | 2,349 | 0.00% | 7q | +392.5%+$77.8K |
| Ashton Thomas Private Wealth, LLC | $95.6K | 2,300 | 0.00% | 2q | -1.2%-$1.1K |
| IMG Wealth Management, Inc. | $91.9K | 2,212 | 0.05% | 7q | HELD |
| Pinnacle Bancorp, Inc. | $80.0K | 1,926 | 0.02% | 3q | HELD |
| Financial Network Wealth Advisors LLC | $75.6K | 1,819 | 0.08% | 7q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $74.8K | 1,800 | 0.01% | new | NEW |
| Ritter Daniher Financial Advisory LLC / DE | $67.9K | 1,635 | 0.01% | 3q | -3.3%-$2.3K |
| MORGAN STANLEY | $60.0K | 1,445 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $53.0K | 1,275 | 0.02% | 6q | -6.9%-$3.9K |
| HOLLENCREST CAPITAL MANAGEMENT | $36.9K | 887 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $36.0K | 867 | 0.00% | 3q | +44.5%+$11.1K |
| DHJJ Financial Advisors, Ltd. | $30.5K | 734 | 0.01% | 10q | HELD |
| Larson Financial Group LLC | $26.6K | 641 | 0.00% | 11q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $24.9K | 600 | 0.00% | 3q | HELD |
| Triumph Capital Management | $21.1K | 507 | 0.00% | 5q | HELD |
| Capital Investment Advisory Services, LLC | $20.8K | 500 | 0.00% | 3q | HELD |
| Smartleaf Asset Management LLC | $20.7K | 500 | 0.00% | 3q | HELD |
| Rockefeller Capital Management L.P. | $16.6K | 400 | 0.00% | 4q | -32.7%-$8.1K |
| Strive Financial Group ,LLC | $12.0K | 290 | 0.00% | 3q | +100.0%+$6.0K |
| Arax Advisory Partners | $10.7K | 258 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $10.6K | 255 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.8K | 42,470 | 0.00% | 11q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-07 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 28.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 100 | $114.5M | 2,756,429 | 10 | 13 | 39 | 0.0% |
| Q1 2026 | 99 | $147.4M | 3,804,821 | 8 | 16 | 39 | 0.0% |
| Q4 2025 | 100 | $167.0M | 4,249,711 | 33 | 34 | 16 | 0.0% |
| Q3 2025 | 67 | $112.3M | 2,933,355 | 3 | 12 | 25 | 0.0% |
| Q2 2025 | 74 | $125.7M | 3,473,602 | 8 | 12 | 25 | 0.0% |
| Q1 2025 | 70 | $106.3M | 3,085,753 | 7 | 17 | 23 | 0.0% |
| Q4 2024 | 74 | $114.9M | 3,282,884 | 28 | 27 | 4 | 0.0% |
| Q3 2024 | 48 | $39.9M | 1,149,105 | 8 | 7 | 19 | 0.0% |
| Q2 2024 | 45 | $57.4M | 1,663,345 | 7 | 6 | 16 | 0.0% |
| Q1 2024 | 41 | $62.7M | 1,874,148 | 8 | 8 | 10 | 0.0% |
| Q4 2023 | 38 | $67.6M | 2,087,308 | 34 | 0 | 0 | 0.0% |