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Disclosery

FSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

129 managers (132 13F filers) reported a position in FSEP shares at 2024-12-31, 5,030,064 shares in all. 19 filers opened a position and 5 filers sold out during the quarter.

Managers
129
13F filers
132
New
19
Added
39
Reduced
40
Sold out
5
Shares held by filers
5,030,064

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding500,308$22.9M+101,603Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.337,572$15.4M0.03%-110,29213F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC312,783$14.3M0.06%-9,73213F-HRTimelineGroup
Cetera Investment Advisers275,938$12.6M0.03%+21,09213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC270,551$12.4M<0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC221,734$10.1M0.01%+1,60713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding176,438$8.06M+24,930Timeline
REAP Financial Group, LLC149,221$6.82M1.69%+12,80713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC131,677$6.02M0.18%-37,99113F-HRTimelineGroup
Bison Wealth, LLC120,787$5.52M0.68%13F-HRTimeline
Schulz Wealth, LTD.114,357$5.23M4.01%-3,42513F-HRTimeline
McCarthy & Cox114,227$5.22M1.81%-5,67213F-HRTimeline
Keystone Wealth Services, LLC106,924$4.89M1.29%-51113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC104,831$4.79M0.01%+37,57813F-HRTimelineGroup
LPL Financial LLC100,301$4.58M<0.01%+4,81513F-HRTimeline
Strategic Blueprint, LLC99,041$4.53M0.27%+5,63313F-HRTimeline
Merit Financial Group, LLC84,819$3.88M0.07%new13F-HRTimeline
1776 Wealth LLC73,408$3.35M1.54%013F-HRTimeline
Janney Montgomery Scott LLC70,078$3.2M0.01%+11,41413F-HRTimeline
Fragasso Financial Advisors Inc66,509$3.04M0.23%-5,10813F-HRTimeline
Prospera Financial Services Inc60,468$2.76M0.06%+4,20213F-HRTimeline
ERn Financial, LLC60,441$2.76M0.41%new13F-HRTimeline
Cambridge Investment Research Advisors,…59,857$2.73M0.01%+2,82913F-HRTimeline
HARBOUR INVESTMENTS, INC.54,571$2.49M0.07%-13713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,245$1.93M<0.01%-13,22913F-HRTimelineGroup
BEACON FINANCIAL GROUP41,791$1.91M0.21%-1,46813F-HRTimeline
Atria Wealth Solutions, Inc.40,847$1.87M0.02%+44113F-HRTimeline
Valtinson Bruner Financial Planning LLC40,313$1.84M0.64%-1,72813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…35,250$1.61M0.07%-43013F-HRTimeline
Integrity Financial Corp /WA33,754$1.54M0.89%+4,24013F-HRTimeline
Signal Advisors Wealth, LLC33,308$1.52M0.17%+72413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…32,477$1.48M0.02%-6613F-HRTimelineGroup
FWG Investments, LLC.31,961$1.46M1.14%+3,85613F-HRTimeline
Sloy Dahl & Holst, LLC31,696$1.45M0.18%013F-HRTimeline
Advisory Services Network, LLC28,656$1.31M0.02%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC27,552$1.26M0.08%013F-HRTimeline
Octavia Wealth Advisors, LLC26,007$1.19M0.14%013F-HRTimeline
MML INVESTORS SERVICES, LLC24,795$1.13M<0.01%-8,52813F-HRTimeline
McKinley Carter Wealth Services, Inc.23,809$1.09M0.07%013F-HRTimeline
OLD MISSION CAPITAL LLC23,802$1.09M0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,314$1.02M<0.01%-1,75113F-HRTimelineGroup
Steward Partners Investment Advisory, L…22,321$1.02M0.01%013F-HRTimeline
NewEdge Advisors, LLC21,319$974K0.01%-1,01213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,975$958K+6,910Timeline
Mariner, LLCin group Mariner, LLC20,639$943K<0.01%-11613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,048$916K<0.01%new13F-HRTimelineGroup
LEGACY SOLUTIONS, LLC19,943$911K0.99%13F-HRTimeline
Atria Investments, Inc19,688$900K0.01%-2,32913F-HRTimeline
AE Wealth Management LLC19,602$896K0.01%+11313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.19,413$887K0.36%-3,35213F-HRTimeline
Sanctuary Advisors, LLC17,490$816K0.01%-2,40813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,104$782K<0.01%+2,27313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.16,891$772K0.3%-58213F-HRTimeline
SeaCrest Wealth Management, LLC16,831$769K0.08%013F-HRTimeline
MGO ONE SEVEN LLC16,777$767K0.03%+3,27613F-HRTimeline
Sunbelt Securities, Inc.15,719$719K0.06%+75013F-HRTimeline
NOVEM GROUP15,500$708K0.11%13F-HRTimeline
Bleakley Financial Group, LLC15,257$697K0.02%+7,11013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC15,200$695K0.05%new13F-HRTimeline
Lion Street Advisors, LLC14,900$681K0.22%-75013F-HRTimeline
Darwin Wealth Management, LLC14,798$676K0.23%-1,11513F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …14,687$671K0.05%013F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC14,527$664K0.13%+24813F-HRTimeline
TFB Advisors LLC14,464$661K0.19%+4,16013F-HRTimeline
CENTAURUS FINANCIAL, INC.14,126$645K0.04%013F-HRTimeline
SWMG, LLC13,551$632K0.25%-3313F-HRTimeline
Main Street Financial Solutions, LLC12,302$562K0.06%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,872$542K0.05%+4,68713F-HRTimeline
CoreCap Advisors, LLC11,577$529K0.02%+1,43313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…10,996$513K0.03%+95713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,095$507K0.01%+4,76313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.11,059$505K0.02%+3,45213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,781$493K<0.01%-1,20213F-HRTimeline
Noble Wealth Management PBC10,678$488K0.34%13F-HRTimeline
Accel Wealth Management10,675$488K0.18%013F-HRTimeline
Prosperity Consulting Group, LLC10,176$465K0.03%+30013F-HRTimeline
SOA Wealth Advisors, LLC.9,691$443K0.08%+2,03813F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,682$442K<0.01%+2,41613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,639$441K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,517$435K0.01%013F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV9,157$426K0.42%+19813F-HRTimeline
Semus Wealth Partners LLC9,070$414K0.27%-21913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC8,939$408K0.17%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,923$408K0.03%+8613F-HRTimeline
WORLD EQUITY GROUP, INC.8,892$406K0.09%new13F-HRTimeline
Beacon Pointe Advisors, LLC8,811$403K<0.01%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC8,591$393K0.24%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,417$383K0.02%+13513F-HRTimelineGroup
Mutual Advisors, LLC8,299$382K0.01%-1,00013F-HRTimeline
VestGen Investment Management8,234$376K0.1%+2,55513F-HRTimeline
Catalina Capital Group, LLC7,766$355K0.12%013F-HRTimeline
Summit Wealth Partners, LLC7,314$334K0.07%013F-HRTimeline
OneDigital Investment Advisors LLC7,300$334K<0.01%-12,28213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,104$325K<0.01%-11513F-HR/ATimelineGroup
TOWNSQUARE CAPITAL LLC6,689$306K<0.01%+55313F-HRTimeline
HRT FINANCIAL LP6,464$295K<0.01%new13F-HRTimeline
WOLVERINE TRADING, LLC6,424$294K0.01%-13,64013F-HRTimeline
Opes Wealth Management LLC6,277$287K0.06%-63513F-HRTimeline
Share Andrew L.6,000$274K0.12%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,955$272K<0.01%new13F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,830$266K0.01%013F-HRTimelineGroup
Clear Creek Financial Management, LLC5,679$260K0.03%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,544$253K0.04%-7,89013F-HRTimeline
Range Financial Group LLC5,389$246K0.11%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC5,100$233K0.08%013F-HRTimeline
Harvest Investment Services, LLC5,041$230K0.06%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,953$226K<0.01%-1913F-HRTimelineGroup
NWF Advisory Services Inc.4,870$223K0.03%new13F-HRTimeline
Sequent Planning LLC4,777$218K0.08%-13913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,757$217K<0.01%new13F-HRTimelineGroup
WESPAC Advisors SoCal, LLC4,719$216K0.05%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,665$213K0.04%-4013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,603$210K<0.01%new13F-HRTimelineGroup
First Heartland Consultants, Inc.4,591$210K0.02%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,238$148K<0.01%+2,15913F-HR/ATimelineGroup
IFP Advisors, Inc2,560$117K<0.01%+10613F-HRTimeline
Castleview Partners, LLC2,104$96.2K0.05%013F-HR/ATimeline
ALBION FINANCIAL GROUP /UT1,600$73.1K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,300$59.4K0.01%013F-HRTimeline
GeoWealth Management, LLC1,284$58.7K<0.01%-4,45213F-HRTimeline
Topsail Wealth Management, LLC843$38.5K0.01%13F-HRTimeline
PFS Partners, LLC675$30.8K0.02%013F-HRTimeline
WINNACLE WEALTH LLC672$30.6K0.03%13F-HRTimeline
Park Square Financial Group, LLC553$25.3K0.02%13F-HRTimeline
Financial Network Wealth Advisors LLC476$21.8K0.04%-56013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC460$21K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO165$7.54K<0.01%-4713F-HRTimelineGroup
UBS Group AGin group UBS Group AG54$2.47K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.8$3740.03%-2,95113F-HRTimeline