XOCT — FIRST TR EXCHNG TRADED FD VI

Ownership history in Objectivity Squared, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Objectivity Squared, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (XOCT). 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
14.93% (2023 Q4)
Avg. % of fund
11.71%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 400,009 -13,355 -3.2% 8.45% $15.1M $37.74
2025 Q3 REDUCED 413,364 -46,869 -10.2% 9.09% $15.2M $36.86
2025 Q2 REDUCED 460,233 -23,044 -4.8% 11.31% $16.5M $35.75
2025 Q1 REDUCED 483,277 -10,555 -2.1% 13.33% $15.9M $33.84
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XOCT price (monthly, adj. close)

Other funds also holding XOCT

As of 2025 Q4 — sorted by position size

Sequent Planning LLC 4.49% Bouchey Financial Group Ltd 3Y 7Y 2.18% Financial Guidance Group, Inc. 3Y 1.52% CROSSPOINT FINANCIAL, LLC 3Y 0.85% Van Diest Capital, LLC 0.79% SECURED RETIREMENT ADVISORS, LLC 0.68% Bullseye Investment Management, LLC 3Y 0.29% Diligent Investors, LLC 3Y 7Y 0.26% PFS Partners, LLC 0.2% Arlington Capital Management, Inc. 3Y 7Y 0.15%
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