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Disclosery

DSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

97 managers (98 13F filers) reported a position in DSEP shares at 2025-03-31, 3,230,109 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
97
13F filers
98
New
7
Added
15
Reduced
43
Sold out
8
Shares held by filers
3,230,109

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, 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
REAP Financial Group, LLC354,509$14.1M3.48%-33,71713F-HRTimeline
Bison Wealth, LLC322,809$12.8M1.2%-47,91913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding175,832$6.98M-14,128Timeline
Spectrum Asset Management, Inc. (NB/CA)169,405$6.72M2.99%-1,24113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding167,655$6.65M-28,178Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC122,135$4.85M<0.01%-8,42713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.117,437$4.66M0.01%-3,08413F-HRTimelineGroup
Cetera Investment Advisers94,107$3.73M0.01%+6,28113F-HRTimeline
Advyzon Investment Management, LLC94,107$3.73M1.32%013F-HRTimeline
CWM, LLCin group CWM, LLC91,291$3.62M0.01%-5,60213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC83,592$3.32M<0.01%-46313F-HRTimeline
Signal Advisors Wealth, LLC73,116$2.9M0.28%-2,31213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV70,981$2.82M0.93%013F-HRTimeline
Comprehensive Financial Consultants Ins…61,425$2.44M0.87%-1,30013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP60,644$2.41M<0.01%-11,72313F-HRTimelineGroup
LifeWealth Investments, LLC55,005$2.18M1.05%+16,68913F-HR/ATimeline
Jaffetilchin Investment Partners, LLC53,770$2.13M0.15%013F-HRTimeline
Wood Tarver Financial Group, LLC50,869$2.02M0.66%+4,23413F-HRTimeline
LPL Financial LLC45,371$1.8M<0.01%-1,90613F-HRTimeline
Foguth Wealth Management, LLC.44,643$1.77M0.43%-1,52413F-HRTimeline
Cambridge Investment Research Advisors,…43,730$1.74M0.01%-7,92113F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC41,419$1.64M0.31%13F-HRTimeline
HARBOUR INVESTMENTS, INC.37,437$1.49M0.04%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC36,051$1.42M0.12%+20,69013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,129$1.39M<0.01%-2,46513F-HRTimelineGroup
Ignite Planners, LLC31,119$1.24M0.24%-97813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,834$1.1M0.03%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC27,102$1.08M0.02%+5,48013F-HRTimeline
Prosperity Consulting Group, LLC26,839$1.06M0.08%-56913F-HRTimeline
Prospera Financial Services Inc26,638$1.06M0.02%-6013F-HRTimeline
Mutual Advisors, LLC25,070$988K0.03%-1,34413F-HRTimeline
TOWNSQUARE CAPITAL LLC24,484$971K0.01%+35613F-HRTimeline
J.W. COLE ADVISORS, INC.23,296$924K0.03%new13F-HRTimeline
AE Wealth Management LLC20,896$829K0.01%-35,17113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,040$795K<0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC19,526$775K0.08%-1,93613F-HRTimeline
Integrity Financial Corp /WA19,260$764K0.43%-3,80213F-HRTimeline
Nova Wealth Management, Inc.18,402$730K0.63%-3,76313F-HR/ATimeline
McKinley Carter Wealth Services, Inc.16,934$672K0.04%013F-HRTimeline
MML INVESTORS SERVICES, LLC16,843$668K<0.01%+99513F-HRTimeline
Onyx Bridge Wealth Group LLC16,803$667K0.1%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,500$655K0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management16,270$646K0.02%-3,41813F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding15,427$621K-500Timeline
C2P Capital Advisory Group, LLC d.b.a. …15,217$605K0.05%-20013F-HRTimeline
Lunt Capital Management, Inc.15,046$597K0.22%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,046$595K0.06%013F-HR/ATimeline
Strategic Blueprint, LLC13,098$520K0.03%-57013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,039$517K0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,614$500K<0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,070$479K0.03%-75713F-HR/ATimelineGroup
BEACON FINANCIAL GROUP11,689$464K0.05%-7,77513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,441$454K<0.01%new13F-HRTimelineGroup
Sloy Dahl & Holst, LLC11,140$442K0.08%-66013F-HRTimeline
LEGACY SOLUTIONS, LLC11,089$440K0.48%013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV10,867$431K0.42%+51813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,859$431K<0.01%+3,06413F-HR/ATimelineGroup
Farther Finance Advisors, LLC10,160$404K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC9,900$393K<0.01%013F-HRTimeline
Financial Guidance Group, Inc.9,900$393K0.21%013F-HRTimeline
HighTower Advisors, LLC9,377$372K<0.01%013F-HRTimeline
Wealth Group Ltd9,240$367K0.11%+20013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,971$356K0.01%013F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,627$303K0.15%013F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC6,892$273K0.06%013F-HRTimeline
Meridian Wealth Management, LLC6,190$246K0.01%-53013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC5,666$225K0.1%new13F-HRTimeline
Sunbelt Securities, Inc.5,577$221K0.02%-46613F-HRTimeline
Grantvest Financial Group LLC5,526$219K0.18%-58313F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,340$212K0.16%-27613F-HRTimeline
Mission Financial Group, LLC4,778$210K0.19%13F-HRTimeline
First Heartland Consultants, Inc.5,159$205K0.02%013F-HRTimeline
Per Stirling Capital Management, LLC.5,107$203K0.03%-5113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,041$200K<0.01%+21113F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.4,441$176K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC4,303$171K0.07%+1,95313F-HRTimeline
LANARK FINANCIAL, INC.3,254$129K0.01%+3,25113F-HRTimeline
UBS Group AGin group UBS Group AG2,618$104K<0.01%+2,52313F-HRTimelineGroup
SOA Wealth Advisors, LLC.2,510$99.6K0.02%013F-HRTimeline
IFP Advisors, Inc2,481$98.4K<0.01%+1,51613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,960$77.8K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,950$77.4K0.03%-51013F-HRTimeline
Topsail Wealth Management, LLC1,651$65.5K0.01%-12713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,499$59K<0.01%-2,76813F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,300$52.7K<0.01%013F-HRTimelineGroup
WINNACLE WEALTH LLC1,235$49K0.05%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,161$46.1K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,115$44.2K<0.01%-113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV894$35.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO626$24.8K<0.01%-99713F-HRTimelineGroup
FSC Wealth Advisors, LLC545$21.6K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…475$18.8K<0.01%-45013F-HRTimeline
Capital Investment Advisory Services, L…400$15.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc200$7.93K<0.01%013F-HRTimeline
Hartford Financial Management Inc.55$2.18K<0.01%013F-HRTimeline
GAMMA Investing LLC18$714<0.01%new13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,43013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.