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Disclosery

FSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

124 managers (127 13F filers) reported a position in FSEP shares at 2025-06-30, 4,927,360 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
124
13F filers
127
New
13
Added
26
Reduced
50
Sold out
12
Shares held by filers
4,927,360

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding655,935$31.5M+399,344Timeline
Cetera Investment Advisers340,663$16.4M0.03%+231,74013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.330,359$15.8M0.03%+15,56113F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC285,613$13.7M0.05%-21,23713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC219,025$10.5M0.01%-19,72813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC204,595$9.82M<0.01%-11,60013F-HRTimelineGroup
LPL Financial LLC194,904$9.36M<0.01%+94,98013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC192,968$9.26M0.02%+47,54013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding151,905$7.29M-22,529Timeline
REAP Financial Group, LLC133,418$6.41M1.5%-7,81213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC127,290$6.11M0.16%+107,16813F-HRTimelineGroup
Bison Wealth, LLC114,248$5.48M0.43%-27013F-HRTimeline
Keystone Wealth Services, LLC106,319$5.1M1.23%013F-HRTimeline
Schulz Wealth, LTD.106,261$5.1M3.81%-1,49613F-HRTimeline
Strategic Blueprint, LLC86,792$4.17M0.2%-16,09813F-HRTimeline
Merit Financial Group, LLC80,771$3.88M0.04%-12,64913F-HRTimeline
1776 Wealth LLC73,408$3.52M1.45%013F-HRTimeline
Prospera Financial Services Inc64,844$3.11M0.06%+4,42313F-HRTimeline
Fragasso Financial Advisors Inc64,020$3.07M0.21%-1,35513F-HRTimeline
HARBOUR INVESTMENTS, INC.49,261$2.36M0.06%-3,44513F-HRTimeline
Cambridge Investment Research Advisors,…48,311$2.32M0.01%-7,06413F-HRTimeline
ERn Financial, LLC48,253$2.32M0.49%-9,45913F-HRTimeline
Atria Investments, Inc45,616$2.19M0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…35,425$1.7M0.01%+2,28413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…34,980$1.68M0.06%-8013F-HRTimeline
American Alpha Advisors, LLC34,158$1.64M1.32%new13F-HRTimeline
MML INVESTORS SERVICES, LLC32,894$1.58M<0.01%+4,23313F-HRTimeline
Integrity Financial Corp /WA32,130$1.54M0.79%-3013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,830$1.53M0.02%-60013F-HRTimelineGroup
Sloy Dahl & Holst, LLC31,082$1.49M0.21%013F-HRTimeline
FWG Investments, LLC.29,174$1.4M1.06%-40713F-HRTimeline
Janney Montgomery Scott LLC28,372$1.36M<0.01%-2,56113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC27,497$1.32M0.09%-5513F-HRTimeline
Signal Advisors Wealth, LLC27,170$1.3M0.1%-31013F-HRTimeline
Octavia Wealth Advisors, LLC25,353$1.22M0.14%013F-HRTimeline
McKinley Carter Wealth Services, Inc.25,279$1.21M0.07%013F-HRTimeline
BEACON FINANCIAL GROUP24,581$1.18M0.12%-2,77913F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC24,080$1.16M0.29%+5813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,039$1.06M<0.01%-1,11513F-HR/ATimelineGroup
NewEdge Advisors, LLC20,006$960K<0.01%-83113F-HRTimeline
LEGACY SOLUTIONS, LLC19,943$957K0.92%013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,778$950K<0.01%+813F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.19,214$922K0.33%-1,11913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,660$896K0.07%+1,50813F-HRTimeline
OLD MISSION CAPITAL LLC17,957$862K0.02%+61113F-HRTimeline
McCarthy & Cox17,656$848K0.22%013F-HRTimeline
TFB Advisors LLC17,338$832K0.22%-88613F-HRTimeline
Sanctuary Advisors, LLC17,025$817K0.01%-46513F-HRTimeline
DHJJ Financial Advisors, Ltd.16,478$791K0.29%-33813F-HRTimeline
Bleakley Financial Group, LLC15,257$732K0.02%013F-HRTimeline
MGO ONE SEVEN LLC15,199$730K0.02%+1,89713F-HRTimeline
Sunbelt Securities, Inc.15,719$718K0.06%+5,58913F-HRTimeline
Lion Street Advisors, LLC14,900$715K0.22%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …14,509$697K0.05%013F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC14,325$688K0.11%-20213F-HRTimeline
CENTAURUS FINANCIAL, INC.14,126$678K0.04%013F-HRTimeline
SWMG, LLC13,621$668K0.22%+10813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,805$663K<0.01%-51413F-HRTimelineGroup
CoreCap Advisors, LLC13,530$650K0.03%+87713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…12,770$613K0.02%new13F-HRTimelineGroup
VestGen Investment Management12,312$591K0.42%new13F-HRTimeline
Main Street Financial Solutions, LLC12,302$591K0.04%013F-HRTimeline
Harvest Investment Services, LLC12,298$590K0.13%+5,84313F-HRTimeline
WORLD EQUITY GROUP, INC.11,659$560K0.15%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,571$556K-8,787Timeline
Brookstone Capital Managementin group Brookstone Capital Management10,938$525K0.01%+24213F-HRTimelineGroup
Accel Wealth Management10,475$503K0.17%-20013F-HRTimeline
RFG Advisory, LLC10,182$489K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,079$484K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.9,696$466K0.09%013F-HRTimeline
NOVEM GROUP9,590$460K0.06%013F-HRTimeline
Prosperity Consulting Group, LLC9,518$457K0.03%-1,00713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,517$457K0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC9,241$444K0.01%-5113F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV9,053$440K0.38%-56813F-HRTimeline
Semus Wealth Partners LLC9,070$435K0.28%013F-HRTimeline
Foundations Investment Advisors, LLC9,067$435K0.01%new13F-HRTimeline
LM Advisors LLC9,000$432K0.06%new13F-HRTimeline
Darwin Wealth Management, LLC8,571$411K0.14%-6,22713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,568$411K<0.01%+1,46413F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,282$410K0.02%013F-HRTimelineGroup
Mutual Advisors, LLC8,299$406K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,360$401K<0.01%-1,22713F-HRTimelineGroup
Beacon Pointe Advisors, LLC7,841$376K<0.01%-67013F-HRTimeline
Sowell Financial Services LLC7,796$374K0.02%-53313F-HRTimeline
Catalina Capital Group, LLC7,766$373K0.25%013F-HRTimeline
Wood Tarver Financial Group, LLC7,491$359K0.11%+6,59413F-HRTimeline
AE Wealth Management LLC7,380$354K<0.01%-10,97513F-HRTimeline
Summit Wealth Partners, LLC7,314$351K0.07%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,104$293K<0.01%-8,40313F-HRTimelineGroup
Share Andrew L.6,000$288K0.2%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,830$280K0.01%013F-HRTimelineGroup
Clear Creek Financial Management, LLC5,679$273K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,600$269K0.02%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,600$269K<0.01%-35513F-HRTimelineGroup
Luken Investment Analytics, LLC5,456$262K0.11%+57213F-HRTimeline
LANARK FINANCIAL, INC.5,317$255K0.02%-78113F-HRTimeline
Tanglewood Legacy Advisors, LLC5,225$251K0.1%-51813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC5,100$245K0.08%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,023$241K0.11%-52213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,937$237K<0.01%-55413F-HRTimeline
WESPAC Advisors SoCal, LLC4,716$226K0.05%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,665$224K0.04%013F-HRTimeline
Sequent Planning LLC4,563$219K0.07%-5213F-HRTimeline
First Heartland Consultants, Inc.4,517$217K0.02%+613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,288$206K0.09%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,242$204K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,193$201K<0.01%+2,69113F-HR/ATimelineGroup
Avion Wealth3,951$189K0.04%new13F-HR/ATimeline
IFP Advisors, Inc3,122$150K<0.01%+97813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,916$140K<0.01%+2,45613F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.2,829$136K0.17%13F-HRTimeline
ORG Partners LLC2,310$111K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,055$98.7K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT1,600$76.8K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,300$62.4K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC1,036$49.7K0.06%013F-HRTimeline
Topsail Wealth Management, LLC843$40.5K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …750$36K<0.01%-3,70013F-HR/ATimelineGroup
PFS Partners, LLC675$32.4K0.02%013F-HRTimeline
Park Square Financial Group, LLC553$26.5K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO400$19.2K<0.01%-17,77013F-HRTimelineGroup
N.E.W. Advisory Services LLC90$4.32K<0.01%-9013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.