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Disclosery

FSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

124 managers (126 13F filers) reported a position in FSEP shares at 2025-03-31, 4,225,154 shares in all. 11 filers opened a position and 17 filers sold out during the quarter.

Managers
124
13F filers
126
New
11
Added
23
Reduced
61
Sold out
17
Shares held by filers
4,225,154

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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.314,798$14M0.03%-22,77413F-HRTimelineGroup
CWM, LLCin group CWM, LLC306,850$13.7M0.05%-5,93313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding256,591$11.4M-243,717Timeline
COMMONWEALTH EQUITY SERVICES, LLC238,753$10.6M0.02%+17,01913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC216,195$9.63M<0.01%-54,35613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding174,434$7.77M-2,004Timeline
ASSETMARK, INCin group ASSETMARK, INC145,428$6.48M0.02%+40,59713F-HRTimelineGroup
REAP Financial Group, LLC141,230$6.29M1.56%-7,99113F-HRTimeline
Bison Wealth, LLC114,518$5.1M0.48%-6,26913F-HRTimeline
Cetera Investment Advisers108,923$4.85M0.01%-167,01513F-HRTimeline
Schulz Wealth, LTD.107,757$4.8M3.66%-6,60013F-HRTimeline
Keystone Wealth Services, LLC106,319$4.74M1.28%-60513F-HRTimeline
Strategic Blueprint, LLC102,890$4.58M0.25%+3,84913F-HRTimeline
LPL Financial LLC99,924$4.45M<0.01%-37713F-HRTimeline
Merit Financial Group, LLC93,420$4.16M0.06%+8,60113F-HRTimeline
1776 Wealth LLC73,408$3.27M1.5%013F-HRTimeline
Fragasso Financial Advisors Inc65,375$2.91M0.22%-1,13413F-HRTimeline
Prospera Financial Services Inc60,421$2.69M0.06%-4713F-HRTimeline
ERn Financial, LLC57,712$2.57M0.41%-2,72913F-HRTimeline
Cambridge Investment Research Advisors,…55,375$2.47M0.01%-4,48213F-HRTimeline
HARBOUR INVESTMENTS, INC.52,706$2.35M0.07%-1,86513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,488$2.03M0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.36,097$1.61M0.02%-4,75013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…35,060$1.56M0.07%-19013F-HRTimeline
Steward Partners Investment Advisory, L…33,141$1.48M0.01%+10,82013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…32,430$1.44M0.02%-4713F-HRTimelineGroup
Integrity Financial Corp /WA32,160$1.43M0.81%-1,59413F-HRTimeline
Sloy Dahl & Holst, LLC31,082$1.38M0.24%-61413F-HRTimeline
Janney Montgomery Scott LLC30,933$1.38M<0.01%-39,14513F-HRTimeline
FWG Investments, LLC.29,581$1.32M1.55%-2,38013F-HRTimeline
MML INVESTORS SERVICES, LLC28,661$1.28M<0.01%+3,86613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC27,552$1.23M0.08%013F-HRTimeline
Signal Advisors Wealth, LLC27,480$1.22M0.12%-5,82813F-HRTimeline
BEACON FINANCIAL GROUP27,360$1.22M0.13%-14,43113F-HRTimeline
Octavia Wealth Advisors, LLC25,353$1.13M0.14%-65413F-HRTimeline
McKinley Carter Wealth Services, Inc.25,279$1.13M0.07%+1,47013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,456$1.09M<0.01%-17,78913F-HRTimelineGroup
BECK CAPITAL MANAGEMENT, LLC24,022$1.07M0.31%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,154$1.03M<0.01%+84013F-HR/ATimelineGroup
NewEdge Advisors, LLC20,837$928K0.01%-48213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,358$919K-617Timeline
FSB PREMIER WEALTH MANAGEMENT, INC.20,333$906K0.35%+92013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,122$896K0.03%-111,55513F-HRTimelineGroup
LEGACY SOLUTIONS, LLC19,943$888K0.98%013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,770$881K<0.01%-86913F-HRTimelineGroup
AE Wealth Management LLC18,355$818K0.01%-1,24713F-HRTimeline
TFB Advisors LLC18,224$812K0.23%+3,76013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,170$809K<0.01%+18,00513F-HRTimelineGroup
McCarthy & Cox17,656$787K0.34%-96,57113F-HRTimeline
Sanctuary Advisors, LLC17,490$779K0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC17,346$773K0.01%-6,45613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,152$759K0.06%+5,28013F-HRTimeline
SeaCrest Wealth Management, LLC16,831$750K0.08%013F-HRTimeline
DHJJ Financial Advisors, Ltd.16,816$749K0.3%-7513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,798$704K<0.01%-4,25013F-HR/ATimelineGroup
Bleakley Financial Group, LLC15,257$680K0.02%013F-HRTimeline
Darwin Wealth Management, LLC14,798$676K0.23%013F-HRTimeline
Lion Street Advisors, LLC14,900$664K0.21%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …14,509$648K0.05%-17813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC14,527$647K0.12%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,507$646K<0.01%+9,75013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,319$638K<0.01%-2,78513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.14,126$629K0.04%013F-HRTimeline
SWMG, LLC13,513$597K0.24%-3813F-HRTimeline
MGO ONE SEVEN LLC13,302$593K0.02%-3,47513F-HRTimeline
CoreCap Advisors, LLC12,653$564K0.02%+1,07613F-HRTimeline
Main Street Financial Solutions, LLC12,302$548K0.05%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,696$477K0.01%-39913F-HRTimelineGroup
Accel Wealth Management10,675$476K0.17%013F-HRTimeline
Prosperity Consulting Group, LLC10,525$469K0.04%+34913F-HRTimeline
Noble Wealth Management PBC10,343$461K0.32%-33513F-HRTimeline
Sunbelt Securities, Inc.10,130$451K0.04%-5,58913F-HRTimeline
HRT FINANCIAL LP10,112$450K<0.01%+3,64813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,079$449K<0.01%+44013F-HRTimelineGroup
SOA Wealth Advisors, LLC.9,696$432K0.09%+513F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV9,621$430K0.42%+46413F-HRTimeline
NOVEM GROUP9,590$427K0.06%-5,91013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,587$427K<0.01%-9513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,517$424K0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC9,292$415K0.01%new13F-HRTimeline
Semus Wealth Partners LLC9,070$404K0.28%013F-HRTimeline
Beacon Pointe Advisors, LLC8,511$379K<0.01%-30013F-HRTimeline
Sowell Financial Services LLC8,329$371K0.02%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,282$367K0.02%-13513F-HRTimelineGroup
Mutual Advisors, LLC8,299$366K0.01%013F-HRTimeline
Catalina Capital Group, LLC7,766$346K0.23%013F-HRTimeline
Summit Wealth Partners, LLC7,314$326K0.07%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,104$316K<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC7,050$314K<0.01%-25013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC6,703$299K0.13%-2,23613F-HRTimeline
Harvest Investment Services, LLC6,455$288K0.08%+1,41413F-HRTimeline
TOWNSQUARE CAPITAL LLC6,136$273K<0.01%-55313F-HRTimeline
LANARK FINANCIAL, INC.6,098$271K0.02%+6,09013F-HRTimeline
Share Andrew L.6,000$267K0.19%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,955$265K<0.01%013F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,830$260K0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC5,743$256K0.11%new13F-HRTimeline
Clear Creek Financial Management, LLC5,679$253K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,600$249K0.02%-3,32313F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,545$247K0.14%-3,04613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,491$245K<0.01%-5,29013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC5,100$227K0.08%013F-HRTimeline
Luken Investment Analytics, LLC4,884$218K0.1%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,741$211K<0.01%-21213F-HRTimelineGroup
WESPAC Advisors SoCal, LLC4,716$210K0.05%-313F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,665$208K0.04%013F-HRTimeline
NWF Advisory Services Inc.4,645$207K0.03%-22513F-HRTimeline
Sequent Planning LLC4,615$206K0.07%-16213F-HRTimeline
First Heartland Consultants, Inc.4,511$201K0.02%-8013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,450$198K<0.01%new13F-HRTimelineGroup
ORG Partners LLC2,310$103K0.03%new13F-HRTimeline
IFP Advisors, Inc2,144$95.5K<0.01%-41613F-HRTimeline
ALBION FINANCIAL GROUP /UT1,600$71.3K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,502$66.9K<0.01%-1,73613F-HR/ATimelineGroup
Glen Eagle Advisors, LLC1,300$57.9K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC1,036$46.2K0.06%+56013F-HRTimeline
Wood Tarver Financial Group, LLC897$40K0.01%new13F-HRTimeline
Topsail Wealth Management, LLC843$37.6K0.01%013F-HRTimeline
PFS Partners, LLC675$30.1K0.02%013F-HRTimeline
Park Square Financial Group, LLC553$24.6K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC460$20K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.274$11.3K<0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC180$8.02K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-10,99613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.