GOCT — FIRST TR EXCHNG TRADED FD VI

Ownership history in Schulz Wealth, LTD.  ·  5 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 (GOCT). 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
1.06% (2025 Q4)
Avg. % of fund
0.72%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 42,065 +17,888 +74.0% 1.06% $1.7M $39.29
2025 Q3 UNCHANGED 24,177 — 0% 0.61% $926K $38.31
2025 Q2 UNCHANGED 24,177 — 0% 0.66% $884K $36.56
2025 Q1 UNCHANGED 24,177 — 0% 0.63% $830K $34.33
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GOCT price (monthly, adj. close)

Other funds also holding GOCT

As of 2025 Q4 — sorted by position size

HFG Wealth Management, LLC 12.13% Corus Family Wealth Advisors 3Y 2.82% Sequent Planning LLC 2.32% Bouchey Financial Group Ltd 3Y 7Y 1.32% PRIVATE CLIENT SERVICES, LLC 1.14% Range Financial Group LLC 3Y 0.57% FWG Investments, LLC. 0.53% Alpha Financial Partners, LLC 3Y 0.45% UPTICK PARTNERS, LLC 0.42% BCGM Wealth Management, LLC 3Y 0.18%
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