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XOCTXOCT
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in FIRST TR EXCHNG TRADED FD VI

AE Wealth Management LLC holds 7,197 shares of XOCT (FIRST TR EXCHNG TRADED FD VI), worth $284,295 as of 2026-Q2. The position was decreased (-6.7% shares). XOCT represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$284,295

Current Shares

7,197

Total Value Change

+$93,257

Total Shares Change

+1,614

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
7,197
-6.7%
$284,2950.0%$39.50
0
2026-Q1
Increased
7,711
+5.0%
$287,3730.0%$37.82
25
2025-Q4
Increased
7,342
+5.3%
$277,1140.0%$37.83
25
2025-Q3
Increased
6,973
+14.3%
$257,0250.0%$36.85
26
2025-Q2
Increased
6,103
+4.5%
$218,1670.0%$35.68
24
2025-Q1
Increased
5,843
+4.7%
$197,7260.0%$33.74
24
2024-Q4
New
5,583
-
$191,0380.0%$34.29
31

Other major holders of XOCT: Cetera Investment Advisers, ENVESTNET ASSET MANAGEMENT INC

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