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Disclosery

DFEB FIRST TR EXCHNG TRADED FD VI

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FT VEST US (fund)

101 managers (102 13F filers) reported a position in DFEB shares at 2024-12-31, 2,627,432 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
101
13F filers
102
New
3
Added
12
Reduced
48
Sold out
6
Shares held by filers
2,627,432

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC196,250$8.38M<0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.178,489$7.62M0.02%-200,94713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC158,699$6.78M0.01%-32,68113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding133,780$5.71M-12,004Timeline
Spectrum Asset Management, Inc. (NB/CA)114,701$4.9M2.2%-1,80513F-HRTimeline
BEACON FINANCIAL GROUP108,076$4.61M0.5%-6,43413F-HRTimeline
Cetera Investment Advisers90,126$3.85M0.01%-8,86213F-HRTimeline
HARBOUR INVESTMENTS, INC.86,348$3.69M0.11%-41,54313F-HRTimeline
Cambridge Investment Research Advisors,…85,399$3.65M0.01%-8,51913F-HRTimeline
Janney Montgomery Scott LLC69,047$2.95M0.01%-1,07513F-HRTimeline
CWM, LLCin group CWM, LLC65,749$2.81M0.01%-2,11613F-HRTimelineGroup
AE Wealth Management LLC62,692$2.68M0.02%-51,10113F-HRTimeline
Integrated Wealth Concepts LLC60,096$2.57M0.03%013F-HRTimeline
LifeWealth Investments, LLC54,024$2.31M1.53%13F-HRTimeline
REAP Financial Group, LLC51,234$2.19M0.54%-87813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.51,139$2.18M0.01%-1,79813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,126$2.18M0.01%+2,92613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC48,535$2.07M<0.01%-14513F-HRTimelineGroup
Camelot Portfolios, LLC48,513$2.07M2.23%-2,76413F-HRTimeline
Bison Wealth, LLC48,232$2.06M0.25%13F-HRTimeline
LPL Financial LLC42,599$1.82M<0.01%+18,42513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…40,505$1.73M0.08%-40013F-HRTimeline
SYNOVUS FINANCIAL CORP36,215$1.55M0.02%-23313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,463$1.34M<0.01%013F-HRTimeline
Mutual Advisors, LLC30,364$1.31M0.04%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,424$1.26M0.04%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,418$1.13M<0.01%-49713F-HRTimelineGroup
Wood Tarver Financial Group, LLC26,043$1.11M0.37%13F-HRTimeline
Keystone Wealth Services, LLC25,605$1.09M0.29%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,416$914K0.03%-3,33113F-HRTimelineGroup
Integrity Financial Corp /WA20,828$889K0.51%-4,85013F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.19,740$843K0.72%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,465$831K<0.01%-26,00913F-HRTimelineGroup
WEDBUSH SECURITIES INC19,341$826K0.03%-1,99513F-HRTimeline
TOWNSQUARE CAPITAL LLC18,526$791K0.01%-6113F-HRTimeline
OLD MISSION CAPITAL LLC17,393$743K0.02%-17,23413F-HRTimeline
Oder Investment Management, LLC17,248$736K0.61%+28513F-HRTimeline
Clear Creek Financial Management, LLC16,885$721K0.08%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV16,493$704K0.22%-52413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC16,206$692K0.03%-3013F-HRTimeline
OneDigital Investment Advisors LLC15,708$671K0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,750$630K0.06%+7,00313F-HRTimeline
Horizon Investments, LLC14,546$621K0.02%+6,79913F-HRTimeline
Glen Eagle Advisors, LLC14,455$617K0.1%-50413F-HRTimeline
Walkner Condon Financial Advisors LLC14,248$608K0.12%013F-HRTimeline
Lakeridge Wealth Management LLC13,926$595K0.31%-31513F-HRTimeline
Columbus Macro, LLC13,881$593K0.08%+38513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,647$583K<0.01%new13F-HR/ATimeline
Sovereign Financial Group, Inc.13,447$574K0.13%-28513F-HRTimeline
WealthPlan Investment Management, LLC12,230$522K0.05%+4,29713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,734$501K0.03%-67613F-HR/ATimelineGroup
JIM SAULNIER & ASSOCIATES, LLC11,535$492K0.43%013F-HRTimeline
Luken Investment Analytics, LLC11,300$482K0.22%013F-HRTimeline
Onyx Bridge Wealth Group LLC11,080$473K0.07%-313F-HRTimeline
Tanglewood Legacy Advisors, LLC10,417$445K0.19%013F-HRTimeline
Focus Financial Network, Inc.10,054$429K0.02%-1013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC8,839$377K0.08%013F-HRTimeline
Signal Advisors Wealth, LLC7,871$336K0.04%-1613F-HRTimeline
Csenge Advisory Group7,854$335K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,547$322K<0.01%-19,25913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,505$320K<0.01%-73113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,967$301K0.02%-1,33913F-HRTimeline
Optivise Advisory Services LLC6,855$293K0.16%-713F-HRTimeline
Sunbelt Securities, Inc.6,707$287K0.03%013F-HRTimeline
HighTower Advisors, LLC6,470$276K<0.01%-29613F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV5,912$256K0.25%-1013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,949$254K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp5,849$250K0.01%-14,81213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,725$244K0.02%+65013F-HRTimeline
Per Stirling Capital Management, LLC.5,488$234K0.03%-5513F-HRTimeline
Prosperity Consulting Group, LLC5,485$234K0.02%+28813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,357$229K0.01%-4713F-HRTimeline
Lifestyle Asset Management, Inc.5,350$228K0.12%013F-HRTimeline
Prospera Financial Services Inc5,095$218K0.01%013F-HRTimeline
MN Wealth Advisors, LLC5,077$217K0.12%013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC5,000$213K0.06%013F-HRTimeline
NewEdge Advisors, LLC4,890$209K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,332$185K<0.01%-37813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,273$182K<0.01%013F-HR/ATimelineGroup
Nova Wealth Management, Inc.4,115$176K0.15%13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,857$165K0.01%new13F-HRTimeline
Luminist Capital LLC3,579$153K0.27%13F-HRTimeline
DHJJ Financial Advisors, Ltd.2,675$114K0.04%-15513F-HRTimeline
UBS Group AGin group UBS Group AG2,369$101K<0.01%-8,60513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,688$72K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,426$60.9K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,245$53.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,079$46.1K<0.01%+2613F-HRTimeline
Coppell Advisory Solutions LLC610$26.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC603$25.7K<0.01%-2,73813F-HRTimeline
Allworth Financial LP500$21.6K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.500$21.3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…407$17.4K<0.01%+8313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV256$10.9K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.226$9.65K<0.01%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO211$9.03K<0.01%-14,43313F-HRTimelineGroup
Topsail Wealth Management, LLC168$7.17K<0.01%13F-HRTimeline
Larson Financial Group LLC64$2.73K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC58$2.45K<0.01%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP6$256<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3$1560.01%-3,67213F-HRTimeline

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 3,457,258 DFEB shares, 39.85% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001445546-26-007473

    Accepted , ingested