DOCT — FIRST TR EXCHNG TRADED FD VI

Ownership history in Castleview Partners, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Castleview Partners, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DOCT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.91% (2025 Q1)
Avg. % of fund
0.78%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 33,041 +3,222 +10.8% 0.73% $1.5M $44.29
2025 Q3 REDUCED 29,819 -115 -0.4% 0.70% $1.3M $43.20
2025 Q2 REDUCED 29,934 -5,204 -14.8% 0.79% $1.2M $41.07
2025 Q1 INITIATED 35,138 — — 0.91% $1.3M $38.35
% of Fund (quarterly)    DOCT price (monthly, adj. close)

Other funds also holding DOCT

As of 2025 Q4 — sorted by position size

OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 3.67% LCNB CORP 3Y 7Y 1.84% Sequent Planning LLC 1.38% Foguth Wealth Management, LLC. 0.81% Keystone Wealth Services, LLC 3Y 0.77% Per Stirling Capital Management, LLC. 3Y 0.67% Integrity Financial Corp /WA 3Y 0.45% SMART Wealth LLC 0.4% WealthTrust Asset Management, LLC 3Y 0.39% Ritter Daniher Financial Advisory LLC / DE 3Y 0.38%
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