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Disclosery

DFEB FIRST TR EXCHNG TRADED FD VI

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FT VEST US (fund)

126 managers (127 13F filers) reported a position in DFEB shares at 2025-03-31, 4,191,595 shares in all. 36 filers opened a position and 10 filers sold out during the quarter.

Managers
126
13F filers
127
New
36
Added
45
Reduced
26
Sold out
10
Shares held by filers
4,191,595

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PRECEDENT WEALTH PARTNERS, LLC236,824$9.98M2.77%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.204,185$8.61M0.02%+25,69613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC191,349$8.06M0.01%+32,65013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,726$7.15M<0.01%-26,52413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding151,956$6.4M+18,176Timeline
Spectrum Asset Management, Inc. (NB/CA)148,033$6.24M2.77%+33,33213F-HRTimeline
CWM, LLCin group CWM, LLC143,002$6.03M0.02%+77,25313F-HRTimelineGroup
WINNACLE WEALTH LLC128,436$5.41M4.99%+128,37813F-HRTimeline
Cetera Investment Advisers103,273$4.35M0.01%+13,14713F-HRTimeline
BEACON FINANCIAL GROUP100,197$4.22M0.46%-7,87913F-HRTimeline
Janney Montgomery Scott LLC93,157$3.93M0.01%+24,11013F-HRTimeline
Cambridge Investment Research Advisors,…89,080$3.75M0.01%+3,68113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC85,900$3.62M0.02%+34,77413F-HRTimelineGroup
Atria Investments, Inc83,335$3.51M0.05%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management80,581$3.4M0.11%+59,16513F-HRTimelineGroup
UPTICK PARTNERS, LLC75,681$3.19M1.08%new13F-HRTimeline
Uniting Wealth Partners, LLC74,286$3.13M1.57%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.71,542$3.02M0.09%-14,80613F-HRTimeline
LifeWealth Investments, LLC68,267$2.88M1.38%+14,24313F-HR/ATimeline
Signal Advisors Wealth, LLC67,778$2.86M0.28%+59,90713F-HRTimeline
REAP Financial Group, LLC63,687$2.68M0.66%+12,45313F-HRTimeline
Foguth Wealth Management, LLC.60,304$2.54M0.62%new13F-HRTimeline
Integrated Wealth Concepts LLC59,846$2.52M0.03%-25013F-HRTimeline
Camelot Portfolios, LLC58,913$2.48M1.54%+10,40013F-HRTimeline
Bison Wealth, LLC56,213$2.37M0.22%+7,98113F-HRTimeline
Mariner, LLCin group Mariner, LLC49,346$2.08M<0.01%+81113F-HRTimelineGroup
LPL Financial LLC48,230$2.03M<0.01%+5,63113F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.46,230$1.95M1.73%+26,49013F-HRTimeline
B. Riley Wealth Advisors, Inc.45,465$1.92M0.06%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.44,962$1.9M0.01%-6,17713F-HRTimeline
Mutual Advisors, LLC43,296$1.81M0.05%+12,93213F-HRTimeline
Sage Capital Advisors,llc42,779$1.8M0.47%new13F-HRTimeline
HighTower Advisors, LLC40,545$1.71M<0.01%+34,07513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…40,505$1.71M0.08%013F-HRTimeline
Triumph Capital Management38,864$1.64M0.55%new13F-HRTimeline
Ignite Planners, LLC36,746$1.55M0.3%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC35,354$1.48M0.13%+20,60413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP34,866$1.47M<0.01%+8,44813F-HRTimelineGroup
SYNOVUS FINANCIAL CORP34,158$1.44M0.02%-2,05713F-HRTimeline
Wood Tarver Financial Group, LLC33,495$1.41M0.46%+7,45213F-HRTimeline
Integrity Financial Corp /WA31,733$1.34M0.76%+10,90513F-HRTimeline
Horizon Investments, LLC31,397$1.32M0.04%+16,85113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,424$1.25M0.05%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,917$1.22M<0.01%+15,27013F-HRTimeline
Farther Finance Advisors, LLC27,742$1.17M0.03%+27,13913F-HRTimeline
Keystone Wealth Services, LLC26,065$1.1M0.3%+46013F-HRTimeline
Comprehensive Financial Consultants Ins…22,687$956K0.34%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP19,840$836K0.06%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,734$832K0.05%+8,00013F-HR/ATimelineGroup
WEDBUSH SECURITIES INC18,876$796K0.03%-46513F-HRTimeline
Tanglewood Legacy Advisors, LLC18,863$795K0.35%+8,44613F-HRTimeline
TOWNSQUARE CAPITAL LLC18,254$769K0.01%-27213F-HRTimeline
Patriot Financial Group Insurance Agenc…18,224$768K0.1%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.17,557$740K0.04%+13,70013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,407$734K<0.01%-2,05813F-HR/ATimelineGroup
Oder Investment Management, LLC17,248$727K0.62%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.16,931$714K0.11%new13F-HRTimeline
Clear Creek Financial Management, LLC16,785$707K0.07%-10013F-HRTimeline
Atria Wealth Solutions, Inc.16,352$689K0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC16,206$683K0.02%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV15,995$674K0.22%-49813F-HRTimeline
MML INVESTORS SERVICES, LLC15,359$647K<0.01%+7,85413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,700$620K<0.01%-16,76313F-HRTimeline
Lakeridge Wealth Management LLC13,926$587K0.29%013F-HRTimeline
Lunt Capital Management, Inc.13,765$580K0.21%new13F-HRTimeline
Advyzon Investment Management, LLC13,742$579K0.2%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,765$578K0.05%new13F-HR/ATimeline
Walkner Condon Financial Advisors LLC13,552$571K0.12%-69613F-HRTimeline
Columbus Macro, LLC13,202$556K0.07%-67913F-HRTimeline
Glen Eagle Advisors, LLC13,036$549K0.09%-1,41913F-HRTimeline
Sovereign Financial Group, Inc.13,005$548K0.13%-44213F-HRTimeline
Focus Financial Network, Inc.12,982$547K0.02%+2,92813F-HRTimeline
Buck Wealth Strategies, LLC12,401$523K0.09%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,420$522K0.03%new13F-HRTimelineGroup
Virtue Capital Management, LLC11,647$490K0.06%new13F-HRTimeline
1ST SOURCE BANK11,496$485K0.03%new13F-HRTimeline
WealthPlan Investment Management, LLC11,442$482K0.05%-78813F-HRTimeline
Luken Investment Analytics, LLC11,300$476K0.22%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,273$475K<0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.11,174$471K0.41%+7,05913F-HR/ATimeline
Onyx Bridge Wealth Group LLC10,816$456K0.07%-26413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth10,399$438K0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,049$424K<0.01%+2,50213F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC10,014$422K0.33%-1,52113F-HRTimeline
Strategic Blueprint, LLC9,218$389K0.02%new13F-HRTimeline
Grantvest Financial Group LLC8,984$379K0.31%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC8,839$373K0.08%013F-HRTimeline
Sunbelt Securities, Inc.8,677$366K0.03%+1,97013F-HRTimeline
Mayfair Advisory Group, LLC8,190$345K0.2%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.8,047$339K0.02%new13F-HRTimeline
AE Wealth Management LLC7,657$323K<0.01%-55,03513F-HRTimeline
Csenge Advisory Group7,854$322K0.02%013F-HRTimeline
Castleview Partners, LLC7,370$311K0.21%new13F-HRTimeline
Optivise Advisory Services LLC6,855$289K0.16%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,500$274K<0.01%new13F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV6,222$263K0.25%+31013F-HRTimeline
Per Stirling Capital Management, LLC.6,050$255K0.04%+56213F-HRTimeline
CFC Planning Co LLC5,933$250K0.27%new13F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC5,911$249K0.01%+55413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,530$233K0.02%-19513F-HRTimeline
Lifestyle Asset Management, Inc.5,350$226K0.12%013F-HRTimeline
Kovack Advisors, Inc.5,145$217K0.02%new13F-HRTimeline
MN Wealth Advisors, LLC5,077$214K0.13%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,955$209K<0.01%-99413F-HRTimelineGroup
Prosperity Consulting Group, LLC4,844$204K0.02%-64113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,755$200K0.04%new13F-HRTimeline
LANARK FINANCIAL, INC.4,327$182K0.02%+4,32413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,273$180K<0.01%013F-HRTimelineGroup
Luminist Capital LLC3,579$151K0.16%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,500$148K0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.3,269$138K0.03%+3,04313F-HRTimeline
DHJJ Financial Advisors, Ltd.2,675$113K0.05%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,688$71K<0.01%013F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL1,426$60.1K<0.01%013F-HRTimeline
IFP Advisors, Inc1,361$57.4K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,250$52.7K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,078$45.4K<0.01%-113F-HRTimeline
Noble Wealth Management PBC800$33.7K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV630$26.6K<0.01%+37413F-HRTimeline
Center for Financial Planning, Inc.500$21.1K<0.01%013F-HRTimeline
Allworth Financial LP500$20.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO261$11K<0.01%+5013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC189$7.97K<0.01%-4,14313F-HR/ATimelineGroup
Topsail Wealth Management, LLC168$7.08K<0.01%013F-HRTimeline
Larson Financial Group LLC64$2.7K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6,96713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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