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Disclosery

FSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

148 managers (151 13F filers) reported a position in FSEP shares at 2026-06-30, 4,852,224 shares in all. 14 filers opened a position and 14 filers sold out during the quarter.

Managers
148
13F filers
151
New
14
Added
23
Reduced
69
Sold out
14
Shares held by filers
4,852,224

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …741,908$40.9M0.77%+8,00613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC298,150$16.4M0.03%+18,15813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.297,940$16.4M0.02%+19,01613F-HRTimelineGroup
Cetera Investment Advisers217,847$12M0.01%-150,22413F-HRTimeline
LPL Financial LLC212,430$11.7M<0.01%-28,21313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding196,805$10.8M-295,999Timeline
COMMONWEALTH EQUITY SERVICES, LLC191,163$10.5M0.01%-11,89913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC182,416$10M<0.01%-13,66813F-HRTimelineGroup
REAP Financial Group, LLC125,551$6.92M1.18%-12,41413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding118,430$6.52M-52,252Timeline
Schulz Wealth, LTD.103,086$5.68M2.93%13F-HRTimeline
Keystone Wealth Services, LLC93,482$5.15M0.96%-80013F-HRTimeline
Strategic Blueprint, LLC84,737$4.67M0.23%-19,03013F-HRTimeline
MML INVESTORS SERVICES, LLC84,069$4.63M0.01%+16,38613F-HRTimeline
1776 Wealth LLC73,408$4.04M1.43%013F-HRTimeline
Cambridge Investment Research Advisors,…69,276$3.82M0.01%+90913F-HR/ATimeline
Prospera Financial Services Inc69,160$3.81M0.06%-28513F-HRTimeline
HARBOUR INVESTMENTS, INC.67,191$3.7M0.05%-5,94113F-HRTimeline
HRT FINANCIAL LP62,632$3.45M0.01%new13F-HRTimeline
Fragasso Financial Advisors Inc60,522$3.33M0.18%-77613F-HRTimeline
OLD MISSION CAPITAL LLC58,463$3.22M0.08%+48,13913F-HRTimeline
ERn Financial, LLC42,838$2.36M0.39%-18713F-HRTimeline
Integrity Financial Corp /WA42,121$2.32M1.11%-92313F-HRTimeline
Steward Partners Investment Advisory, L…34,882$1.92M0.01%-1,81413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,507$1.79M<0.01%-1,86713F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…31,873$1.76M0.05%-40013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC30,503$1.68M0.31%+6,03213F-HRTimeline
Sloy Dahl & Holst, LLC30,482$1.68M0.21%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC30,388$1.67M0.09%+1,63313F-HRTimeline
FWG Investments, LLC.28,845$1.59M0.84%-3013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC27,803$1.53M0.19%-4713F-HRTimeline
Janney Montgomery Scott LLC26,967$1.49M<0.01%-17913F-HRTimeline
McKinley Carter Wealth Services, Inc.26,406$1.45M0.08%013F-HRTimeline
Mariner, LLCin group Mariner, LLC25,721$1.42M<0.01%+26913F-HRTimelineGroup
Bleakley Financial Group, LLC24,698$1.36M0.02%013F-HRTimeline
Signal Advisors Wealth, LLC24,564$1.35M0.07%-13,16313F-HRTimeline
Octavia Wealth Advisors, LLC24,451$1.35M0.12%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,689$1.25M+12,357Timeline
American Alpha Advisors, LLC22,437$1.24M0.73%-2313F-HRTimeline
Accel Wealth Management21,691$1.19M0.27%-1,48913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.21,678$1.19M0.34%-3113F-HRTimeline
MGO ONE SEVEN LLC21,609$1.19M0.02%-41013F-HRTimeline
CENTAURUS FINANCIAL, INC.21,113$1.16M0.05%013F-HRTimeline
LEGACY SOLUTIONS, LLC20,674$1.14M0.92%-2,41413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,101$1.11M0.05%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,824$1.09M<0.01%-6,13113F-HRTimelineGroup
Clear Creek Financial Management, LLC19,179$1.06M0.07%013F-HRTimeline
Wood Tarver Financial Group, LLC19,132$1.05M0.25%-2,41013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,865$1.04M0.06%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,966$989K<0.01%-6,09813F-HRTimelineGroup
CoreCap Advisors, LLC17,554$967K0.03%+40213F-HRTimeline
RFG Advisory, LLC17,344$955K0.01%+1,88813F-HRTimeline
DHJJ Financial Advisors, Ltd.17,108$942K0.27%-47913F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,900$931K0.03%-2,00013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding16,566$914K+8,283Timeline
Sanctuary Advisors, LLC16,137$889K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,747$867K0.01%-6513F-HRTimelineGroup
Beacon Pointe Advisors, LLC15,182$836K<0.01%-40313F-HRTimeline
LM Advisors LLC14,622$805K0.09%+13,88613F-HRTimeline
BEACON FINANCIAL GROUP14,563$802K0.07%-2,90213F-HRTimeline
KINTRA WEALTH, LLC13,677$772K0.04%013F-HRTimeline
Foundations Investment Advisors, LLC13,968$769K0.01%-1313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,881$765K0.02%-53,45813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,815$758K<0.01%+12,99413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC13,755$758K0.03%-1,90013F-HRTimeline
SWMG, LLC13,621$755K0.18%013F-HRTimeline
Harvest Investment Services, LLC12,799$705K0.11%-33813F-HRTimeline
ACT Advisors, LLC.12,468$687K0.23%013F-HRTimeline
TFB Advisors LLC12,459$686K0.3%+4,16213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,353$680K<0.01%new13F-HRTimelineGroup
Main Street Financial Solutions, LLC11,896$655K0.04%-39113F-HRTimeline
NewEdge Advisors, LLC11,671$643K<0.01%-90,76513F-HRTimeline
Ignite Planners, LLC11,645$641K0.09%-37213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS11,585$638K0.06%new13F-HRTimeline
Chris Bulman Inc11,471$632K0.23%-11413F-HRTimeline
Mutual Advisors, LLC11,337$624K0.01%-20713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,900$600K<0.01%+5,30013F-HRTimelineGroup
Keating Financial Advisory Services, In…10,356$570K0.08%-8013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,217$563K<0.01%-1313F-HRTimelineGroup
Merit Financial Group, LLC10,142$559K<0.01%-3,67213F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY9,550$526K<0.01%+1,20013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,492$523K<0.01%013F-HRTimelineGroup
Snowden Capital Advisors LLC9,323$514K0.01%+20013F-HRTimeline
NOVEM GROUP9,125$503K0.05%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,864$488K<0.01%-4,42113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,530$470K<0.01%-30413F-HRTimelineGroup
HighTower Advisors, LLC8,405$463K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,106$450K<0.01%-5213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,494$413K0.02%013F-HRTimeline
Summit Wealth Partners, LLC7,314$403K0.06%013F-HRTimeline
AE Wealth Management LLC7,239$399K<0.01%-8013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,702$369K<0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.6,473$353K0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,220$343K<0.01%013F-HRTimelineGroup
Sowell Financial Services LLC6,133$338K0.01%-35613F-HRTimeline
Share Andrew L.6,000$330K0.17%013F-HRTimeline
Allie Family Office LLC5,950$328K0.12%013F-HR/ATimeline
TopTier Wealth Management, LLC5,741$316K0.19%-1413F-HRTimeline
SOA Wealth Advisors, LLC.5,813$315K0.05%-21813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,545$305K<0.01%-21213F-HRTimelineGroup
Farther Finance Advisors, LLC5,520$304K<0.01%+2,26413F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV5,498$302K0.3%-2,05113F-HRTimeline
WEALTHGARDEN F.S. LLC5,326$293K0.17%-10,83013F-HRTimeline
Gateway Wealth Partners, LLC5,109$281K0.02%-1,76113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC5,100$281K0.06%013F-HRTimeline
MBL Wealth, LLC5,076$280K0.02%+15013F-HRTimeline
Csenge Advisory Group5,044$278K0.01%-21113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,001$275K<0.01%-8,30113F-HRTimelineGroup
Archer Investment Corp4,947$272K0.05%013F-HR/ATimeline
World Investment Advisors4,932$271K<0.01%+29813F-HRTimeline
Prosperity Consulting Group, LLC4,840$267K0.01%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC4,781$263K0.07%-21413F-HRTimeline
Waverly Advisors, LLC4,665$257K<0.01%013F-HRTimeline
Noble Wealth Management PBC4,515$249K0.11%-1,52513F-HRTimeline
Sequent Planning LLC4,439$244K0.05%-313F-HRTimeline
Savvy Advisors, Inc.4,357$240K0.01%-25013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,038$222K<0.01%013F-HRTimelineGroup
Faithward Advisors, LLC3,960$218K0.03%-2813F-HRTimeline
Navis Wealth Advisors, LLC3,960$218K0.08%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,844$212K0.02%new13F-HRTimelineGroup
Sigma Planning Corp3,661$202K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,639$200K<0.01%+2,02313F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…3,638$200K0.03%new13F-HRTimeline
Avion Wealth3,647$200K0.04%-30413F-HRTimeline
LANARK FINANCIAL, INC.3,607$199K0.01%-1,54313F-HRTimeline
IFP Advisors, Inc3,372$186K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,006$166K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC3,000$165K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,822$155K0.05%-10713F-HRTimeline
Buck Wealth Strategies, LLC2,525$139K0.01%new13F-HRTimeline
Darwin Wealth Management, LLC1,718$94.6K0.03%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,600$88.1K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,300$71.6K0.01%013F-HRTimeline
Topsail Wealth Management, LLC1,143$63K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC1,117$61.5K0.06%013F-HRTimeline
REICON WEALTH ADVISORS, LLC970$53.4K0.03%013F-HRTimeline
PFS Partners, LLC675$37.2K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV300$16.5K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.276$15.2K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC259$14.3K<0.01%+113F-HRTimeline
Continuum Advisory, LLC221$12.2K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC109$6.03K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC90$4.96K<0.01%013F-HRTimeline
IFG Advisory, LLC84$4.63K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19$1.05K<0.01%-70413F-HRTimelineGroup
Capital Investment Advisory Services, L…18$991<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.16$881<0.01%013F-HRTimeline
Smartleaf Asset Management LLC9$494<0.01%013F-HRTimeline