DOCT — FIRST TR EXCHNG TRADED FD VI

Ownership history in Schulz Wealth, LTD.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Schulz Wealth, LTD. 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
0.21% (2023 Q4)
Avg. % of fund
0.17%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,991 — 0% 0.14% $216K $43.20
2025 Q2 REDUCED 4,991 -1,127 -18.4% 0.15% $205K $41.07
2023 Q4 INITIATED 6,118 — — 0.21% $222K —
% 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% Castleview Partners, LLC 3Y 7Y 0.73% 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%
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