FIRST TR EXCHNG TRADED FD VI (OCTM)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
35
Reporting holders
$16.8M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | $1.8M | 54,694 | 0.01% | 7q | -22.9%-$545.9K |
| HARBOUR INVESTMENTS, INC. | $1.4M | 42,783 | 0.02% | 7q | +6.9%+$93.2K |
| Apollon Wealth Management, LLC | $1.1M | 32,362 | 0.01% | 5q | -1.5%-$16.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 31,095 | 0.00% | 7q | +68.1%+$423.2K |
| LVZ, Inc. | $997.5K | 29,688 | 0.10% | 7q | +11.6%+$103.3K |
| Capasso Planning Partners LLC | $783.5K | 23,318 | 0.39% | 7q | HELD |
| OLD MISSION CAPITAL LLC | $777.6K | 23,142 | 0.01% | new | NEW |
| FWG Investments, LLC. | $691.1K | 20,569 | 0.37% | 3q | HELD |
| Madrona Financial Services, LLC | $622.6K | 18,531 | 0.11% | 3q | HELD |
| Maia Wealth LLC | $611.6K | 18,202 | 0.09% | 2q | -2.9%-$18.4K |
| Buck Wealth Strategies, LLC | $609.5K | 18,140 | 0.06% | 6q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $563.5K | 16,770 | 0.00% | 7q | -30.4%-$245.7K |
| Americana Partners, LLC | $529.5K | 15,760 | 0.01% | 3q | -3.9%-$21.7K |
| MGO ONE SEVEN LLC | $518.0K | 15,417 | 0.01% | 3q | HELD |
| Cetera Investment Advisers | $472.3K | 14,057 | 0.00% | 7q | -0.9%-$4.1K |
| Beacon Financial Advisory LLC | $455.9K | 13,570 | 0.09% | 3q | HELD |
| Mariner, LLC | $429.6K | 12,786 | 0.00% | 3q | +6.9%+$27.8K |
| BostonPremier Wealth LLC | $420.3K | 12,508 | 0.18% | 7q | HELD |
| Atria Investments, Inc | $388.0K | 11,548 | 0.00% | 5q | -3.4%-$13.8K |
| Ameritas Advisory Services, LLC | $374.6K | 11,150 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $356.2K | 10,600 | 0.01% | 7q | +23.3%+$67.2K |
| WEALTHGARDEN F.S. LLC | $318.0K | 9,465 | 0.18% | 4q | HELD |
| PRECEDENT WEALTH PARTNERS, LLC | $253.8K | 7,554 | 0.04% | new | NEW |
| Gallagher Fiduciary Advisors, LLC | $232.9K | 6,933 | 0.01% | 3q | HELD |
| MILESTONE ASSET MANAGEMENT, LLC | $205.6K | 6,119 | 0.03% | 3q | -9.1%-$20.6K |
| Integrity Financial Corp /WA | $149.5K | 4,449 | 0.07% | 3q | -7.5%-$12.1K |
| BARCLAYS PLC | $145.9K | 4,341 | 0.00% | 7q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $118.6K | 3,529 | 0.07% | 5q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $100.4K | 2,987 | 0.04% | new | NEW |
| Farther Finance Advisors, LLC | $82.8K | 2,464 | 0.00% | 6q | HELD |
| Financial Network Wealth Advisors LLC | $75.6K | 2,249 | 0.08% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $74.4K | 2,215 | 0.00% | 7q | HELD |
| AE Wealth Management LLC | $44.6K | 1,326 | 0.00% | 3q | HELD |
| Capital Investment Advisory Services, LLC | $20.2K | 600 | 0.00% | 7q | HELD |
| UBS Group AG | $11.2K | 333 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $790 | 23,499 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $741 | 22,057 | 0.00% | 7q | -10.0% |
| Capital Analysts, LLC | $269 | 7,994 | 0.01% | 7q | HELD |
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 | 35 | $16.8M | 501,254 | 5 | 5 | 9 | 0.0% |
| Q1 2026 | 33 | $15.5M | 474,958 | 2 | 5 | 8 | 0.0% |
| Q4 2025 | 38 | $14.6M | 446,335 | 14 | 9 | 9 | 0.0% |
| Q3 2025 | 30 | $11.5M | 340,083 | 6 | 5 | 5 | 0.0% |
| Q2 2025 | 29 | $14.7M | 467,185 | 4 | 5 | 9 | 0.0% |
| Q1 2025 | 27 | $15.2M | 499,989 | 4 | 6 | 8 | 0.0% |
| Q4 2024 | 28 | $17.6M | 575,695 | 26 | 0 | 0 | 0.0% |