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Disclosery

DSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

90 managers (91 13F filers) reported a position in DSEP shares at 2025-06-30, 2,935,746 shares in all. 3 filers opened a position and 10 filers sold out during the quarter.

Managers
90
13F filers
91
New
3
Added
14
Reduced
44
Sold out
10
Shares held by filers
2,935,746

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC270,719$11.5M2.7%-83,79013F-HRTimeline
Bison Wealth, LLC256,370$10.9M0.86%-66,43913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC176,707$7.49M<0.01%+87513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding176,266$7.47M+8,611Timeline
Spectrum Asset Management, Inc. (NB/CA)169,238$7.18M3.12%-16713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC121,425$5.15M<0.01%-71013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC104,396$4.43M0.01%+20,80413F-HRTimeline
Advyzon Investment Management, LLC93,244$3.95M0.88%-86313F-HRTimeline
CWM, LLCin group CWM, LLC91,094$3.86M0.01%-19713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.90,915$3.85M0.01%-26,52213F-HR/ATimelineGroup
Cetera Investment Advisers90,567$3.84M0.01%-3,54013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV70,981$3.01M0.93%013F-HRTimeline
LifeWealth Investments, LLC68,246$2.89M1.05%+13,24113F-HR/ATimeline
Comprehensive Financial Consultants Ins…61,362$2.6M0.85%-6313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP60,101$2.55M<0.01%-54313F-HRTimelineGroup
Wood Tarver Financial Group, LLC59,596$2.53M0.76%+8,72713F-HRTimeline
Jaffetilchin Investment Partners, LLC53,770$2.28M0.15%013F-HRTimeline
LPL Financial LLC50,010$2.12M<0.01%+4,63913F-HRTimeline
Cambridge Investment Research Advisors,…39,434$1.67M0.01%-4,29613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC39,079$1.66M0.13%+3,02813F-HRTimeline
Signal Advisors Wealth, LLC38,795$1.64M0.13%-34,32113F-HRTimeline
HARBOUR INVESTMENTS, INC.36,665$1.55M0.04%-77213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC38,669$1.53M0.3%-2,75013F-HRTimeline
Ignite Planners, LLC31,119$1.33M0.23%013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,402$1.29M<0.01%-4,72713F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,750$1.18M0.03%-8413F-HRTimelineGroup
Prospera Financial Services Inc26,638$1.13M0.02%013F-HRTimeline
Mutual Advisors, LLC24,870$1.07M0.03%-20013F-HRTimeline
Prosperity Consulting Group, LLC25,271$1.07M0.08%-1,56813F-HRTimeline
OLD MISSION CAPITAL LLC25,258$1.07M0.03%-1,84413F-HRTimeline
J.W. COLE ADVISORS, INC.23,060$978K0.02%-23613F-HRTimeline
Integrity Financial Corp /WA19,236$816K0.42%-2413F-HRTimeline
McKinley Carter Wealth Services, Inc.16,934$718K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,500$700K0.01%013F-HRTimelineGroup
Onyx Bridge Wealth Group LLC16,324$692K0.09%-47913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,136$684K0.02%-13413F-HRTimelineGroup
Nova Wealth Management, Inc.15,892$674K0.49%-2,51013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,217$645K0.04%013F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED15,046$638K0.05%013F-HRTimeline
Lunt Capital Management, Inc.15,046$638K0.24%013F-HRTimeline
Clear Creek Financial Management, LLC14,836$629K0.06%-4,69013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,378$567K<0.01%+1,93713F-HRTimelineGroup
Strategic Blueprint, LLC13,098$555K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,908$547K0.03%+83813F-HRTimelineGroup
Wealth Group Ltd12,490$530K0.13%+3,25013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,739$500K<0.01%-87513F-HRTimeline
RFG Advisory, LLC11,749$498K0.01%new13F-HRTimeline
Sloy Dahl & Holst, LLC11,140$472K0.07%013F-HRTimeline
LEGACY SOLUTIONS, LLC11,089$470K0.45%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,658$452K0.01%-2,38113F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV10,029$429K0.37%-83813F-HRTimeline
Farther Finance Advisors, LLC10,028$425K0.01%-13213F-HRTimeline
Aptus Capital Advisors, LLC9,900$420K<0.01%013F-HRTimeline
Financial Guidance Group, Inc.9,900$420K0.2%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.9,500$403K0.5%13F-HRTimeline
HighTower Advisors, LLC9,377$398K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,153$388K<0.01%-10,88713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,971$380K0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,389$356K<0.01%-8,45413F-HRTimeline
BEACON FINANCIAL GROUP8,382$355K0.04%-3,30713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,377$313K0.14%-25013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,165$304K0.02%-8,26213F-HRTimelineGroup
Foguth Wealth Management, LLC.7,010$297K0.06%-37,63313F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC6,892$292K0.06%013F-HRTimeline
Meridian Wealth Management, LLC6,190$262K0.01%013F-HRTimeline
Buck Wealth Strategies, LLC5,786$245K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.6,043$245K0.02%+46613F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC5,666$240K0.09%013F-HRTimeline
First Heartland Consultants, Inc.5,159$219K0.02%013F-HRTimeline
AE Wealth Management LLC5,149$218K<0.01%-15,74713F-HRTimeline
Per Stirling Capital Management, LLC.5,105$216K0.03%-213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,832$205K<0.01%-20913F-HR/ATimelineGroup
Tanglewood Legacy Advisors, LLC4,488$190K0.08%+18513F-HRTimeline
CENTAURUS FINANCIAL, INC.4,441$188K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,928$124K<0.01%+31013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,743$116K0.01%-51113F-HRTimeline
SOA Wealth Advisors, LLC.2,510$106K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,950$82.7K0.03%013F-HRTimeline
Topsail Wealth Management, LLC1,650$70K0.01%-113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,499$64K<0.01%013F-HR/ATimelineGroup
CoreCap Advisors, LLC1,243$52.7K<0.01%+12813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,161$49.2K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc941$39.9K<0.01%-1,54013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV894$37.9K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC600$25.4K<0.01%-70013F-HRTimelineGroup
CoreFirst Bank & Trust482$20.4K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…400$17K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…325$13.8K<0.01%-15013F-HRTimeline
Hartford Financial Management Inc.55$2.33K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.