DOCT institutional holders

FIRST TR EXCHNG TRADED FD VI · 13F, 2026Q2

Managers holding107
Shares held4,012,211
Reported value$187.3m
Quarter flows13 new, 16 added, 45 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
OPPENHEIMER & CO INC400,877$18.7m0.2%
OGOREK ANTHONY JOSEPH /NY/ /ADV284,386$13.3m3.3%
REAP Financial Group, LLC215,278$10.0m1.7%
ENVESTNET ASSET MANAGEMENT INC211,243$9.9m0.0%
Wood Tarver Financial Group, LLC176,850$8.3m1.9%
Per Stirling Capital Management, LLC.143,115$6.7m0.6%
Mutual Advisors, LLC138,512$6.5m0.1%
LCNB CORP122,306$5.7m1.8%
SUSQUEHANNA INTERNATIONAL GROUP, LLP115,578$5.4m0.0%
WINNACLE WEALTH LLC109,598$5.1m3.5%
COMMONWEALTH EQUITY SERVICES, LLC104,915$4.9m0.0%
LPL Financial LLC97,756$4.6m0.0%
MML INVESTORS SERVICES, LLC96,432$4.5m0.0%
OSAIC HOLDINGS, INC.96,080$4.5m0.0%
Foguth Wealth Management, LLC.90,264$4.2m0.5%
MONEY CONCEPTS CAPITAL CORP90,348$4.2m0.2%
Cetera Investment Advisers88,410$4.1m0.0%
FOUNDERS FINANCIAL SECURITIES LLC83,678$3.9m0.2%
Kestra Advisory Services, LLC69,503$3.2m0.0%
TRUIST FINANCIAL CORP66,064$3.1m0.0%
HARBOUR INVESTMENTS, INC.63,933$3.0m0.0%
RAYMOND JAMES FINANCIAL INC54,888$2.6m0.0%
NewEdge Wealth, LLC52,196$2.4m0.0%
Commonwealth Financial Services, LLC46,400$2.2m0.3%
Bluespring Wealth Management, LLC46,330$2.2m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DOCT"). DOCT price history · All 13F data

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