Who Owns OCTM?
FIRST TR EXCHNG TRADED FD VI — Institutional Ownership & 13F Holdings
$33.18
+0.04 (+0.12%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
30
Total Inst. Value
$13.4M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Maia Wealth LLC | $4.1M | 134,689 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 34,032 |
| 3 | CITADEL ADVISORS LLC | $910K | 29,988 |
| 4 | LVZ, Inc. | $878K | 28,914 |
| 5 | Nicholson Wealth Management Group, LLC | $734K | 24,186 |
| 6 | Cambridge Investment Research Advisors, Inc. | $726K | 23,915 |
| 7 | Capasso Planning Partners LLC | $649K | 21,390 |
| 8 | Creekmur Asset Management LLC | $420K | 13,848 |
| 9 | JPMORGAN CHASE & CO | $418K | 13,779 |
| 10 | OLD MISSION CAPITAL LLC | $416K | 13,700 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +3K | $1.0M |
| CITADEL ADVISORS LLC | +14K | $910K |
| JPMORGAN CHASE & CO | +10K | $418K |
| OLD MISSION CAPITAL LLC | +2K | $416K |
| Geneos Wealth Management Inc. | +3K | $261K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Maia Wealth LLC | -39K | $4.1M |
| Cambridge Investment Research Advisors, Inc. | -17K | $726K |
| AE Wealth Management LLC | -11K | $243K |
| Creekmur Asset Management LLC | -4K | $420K |
| OSAIC HOLDINGS, INC. | -4K | $49K |
Frequently Asked Questions
How many institutional investors hold OCTM?
As of Q1 2025, 30 institutional investors report holding OCTM (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.
Which hedge fund owns the most OCTM?
The largest institutional holder of OCTM is Maia Wealth LLC with $4.1M in shares.
Are institutions buying or selling OCTM?
This quarter, 7 institutions opened new positions in OCTM and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.