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Disclosery

DSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

95 managers (98 13F filers) reported a position in DSEP shares at 2024-12-31, 3,354,708 shares in all. 16 filers opened a position and 3 filers sold out during the quarter.

Managers
95
13F filers
98
New
16
Added
27
Reduced
24
Sold out
3
Shares held by filers
3,354,708

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

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

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
REAP Financial Group, LLC388,226$15.7M3.91%+38,67013F-HRTimeline
Bison Wealth, LLC370,728$15M1.84%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding195,833$7.94M+34,409Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding189,960$7.7M+18,450Timeline
Spectrum Asset Management, Inc. (NB/CA)170,646$6.92M3.11%-1,14113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC130,562$5.29M<0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.120,521$4.89M0.01%+16,27813F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC96,893$3.93M0.02%-3,36313F-HRTimelineGroup
Advyzon Investment Management, LLC94,107$3.82M1.47%13F-HRTimeline
Cetera Investment Advisers87,826$3.56M0.01%+25,87313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC84,055$3.41M<0.01%+23,96313F-HRTimeline
Signal Advisors Wealth, LLC75,428$3.06M0.35%+17,07113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,367$2.93M<0.01%-4,09113F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV70,981$2.88M0.92%+3,25913F-HRTimeline
Comprehensive Financial Consultants Ins…62,725$2.54M0.93%-37713F-HRTimeline
AE Wealth Management LLC56,067$2.27M0.02%-31,94713F-HRTimeline
Jaffetilchin Investment Partners, LLC53,770$2.18M0.16%-2,50713F-HRTimeline
Cambridge Investment Research Advisors,…51,651$2.09M0.01%+8,24413F-HRTimeline
LPL Financial LLC47,277$1.92M<0.01%-7,63913F-HRTimeline
Foguth Wealth Management, LLC.46,167$1.91M0.5%+14,48213F-HRTimeline
Wood Tarver Financial Group, LLC46,635$1.89M0.63%13F-HRTimeline
CoreFirst Bank & Trust43,426$1.76M1.05%+26,90213F-HRTimeline
LifeWealth Investments, LLC38,316$1.55M1.03%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…37,594$1.52M<0.01%+6,73713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.37,437$1.52M0.04%+2,04013F-HRTimeline
Ignite Planners, LLC32,097$1.31M0.29%+2,14513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding27,834$1.13M0Timeline
Prosperity Consulting Group, LLC27,408$1.11M0.08%-10813F-HRTimeline
Prospera Financial Services Inc26,698$1.08M0.03%+1,92713F-HRTimeline
Mutual Advisors, LLC26,414$1.08M0.03%-4,00013F-HRTimeline
TOWNSQUARE CAPITAL LLC24,128$978K0.01%-7,92413F-HRTimeline
Integrity Financial Corp /WA23,062$935K0.54%+2,20013F-HRTimeline
Nova Wealth Management, Inc.22,165$899K0.78%13F-HRTimeline
OLD MISSION CAPITAL LLC21,622$877K0.02%new13F-HRTimeline
Clear Creek Financial Management, LLC21,462$870K0.09%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,688$798K0.02%+14,63613F-HRTimelineGroup
BEACON FINANCIAL GROUP19,464$789K0.08%+10,33113F-HRTimeline
McKinley Carter Wealth Services, Inc.16,934$687K0.04%013F-HRTimeline
Onyx Bridge Wealth Group LLC16,803$681K0.1%-27513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,500$669K0.02%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding15,927$646K+500Timeline
MML INVESTORS SERVICES, LLC15,848$643K<0.01%-3,63913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,417$625K0.05%-14913F-HR/ATimeline
FOUNDERS FINANCIAL SECURITIES LLC15,361$623K0.06%+7,35313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,046$612K0.06%013F-HRTimeline
Lunt Capital Management, Inc.15,046$610K0.24%013F-HRTimeline
Strategic Blueprint, LLC13,668$554K0.03%-93013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,039$529K0.01%-10013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.12,827$520K0.03%-28713F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,614$511K<0.01%new13F-HR/ATimeline
Sloy Dahl & Holst, LLC11,800$478K0.06%013F-HRTimeline
LEGACY SOLUTIONS, LLC11,089$450K0.49%13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV10,349$427K0.42%+42713F-HRTimeline
Schulz Wealth, LTD.9,934$403K0.31%-1,54913F-HRTimeline
Aptus Capital Advisors, LLC9,900$401K<0.01%013F-HRTimeline
Financial Guidance Group, Inc.9,900$401K0.22%013F-HRTimeline
HighTower Advisors, LLC9,377$380K<0.01%+2,52213F-HRTimeline
Wealth Group Ltd9,040$367K0.11%+19213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,971$364K0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,795$316K<0.01%-13,14713F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,627$309K0.16%-22713F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC6,892$279K0.06%-1013F-HRTimeline
Meridian Wealth Management, LLC6,720$272K0.01%-24013F-HRTimeline
Grantvest Financial Group LLC6,109$248K0.28%13F-HRTimeline
Sunbelt Securities, Inc.6,043$246K0.02%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,616$228K0.16%new13F-HRTimeline
WOLVERINE TRADING, LLC5,446$221K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.5,159$209K0.02%new13F-HRTimeline
Per Stirling Capital Management, LLC.5,158$209K0.03%-7213F-HRTimeline
Presidio Capital Management, LLC4,961$201K0.11%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,830$196K<0.01%+1,32313F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.4,441$180K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,267$173K<0.01%+2,39313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,430$142K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.2,510$102K0.02%new13F-HR/ATimeline
DHJJ Financial Advisors, Ltd.2,460$99.7K0.04%-1,02513F-HRTimeline
Tanglewood Legacy Advisors, LLC2,350$95.3K0.04%013F-HRTimeline
Coppell Advisory Solutions LLC2,046$83.2K0.01%new13F-HRTimeline
Topsail Wealth Management, LLC1,778$72.1K0.02%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,623$65.8K<0.01%new13F-HRTimelineGroup
Castleview Partners, LLC1,548$62.7K0.03%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,300$52.7K<0.01%013F-HRTimelineGroup
WINNACLE WEALTH LLC1,235$50.1K0.05%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,161$47.1K<0.01%013F-HR/ATimelineGroup
CoreCap Advisors, LLC1,116$45.2K<0.01%+3113F-HRTimeline
IFP Advisors, Inc965$39.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…925$37.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV894$36.2K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC545$22.1K0.01%+40913F-HRTimeline
Capital Investment Advisory Services, L…400$16.2K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC375$15K0.01%+35513F-HRTimeline
AdvisorNet Financial, Inc200$8.11K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG95$3.85K<0.01%new13F-HRTimelineGroup
Hartford Financial Management Inc.55$2.23K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3$1500.01%-53113F-HRTimeline