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Disclosery

GSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S EQT (fund)

72 managers (74 13F filers) reported a position in GSEP shares at 2024-12-31, 3,974,971 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
72
13F filers
74
New
15
Added
19
Reduced
18
Sold out
8
Shares held by filers
3,974,971

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,205,740$42.2M0.02%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC585,088$20.5M0.03%-3,19713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding312,323$10.9M+24,101Timeline
Americana Partners, LLC299,716$10.5M0.43%-34,93513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.241,875$8.48M0.02%-11,03613F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…173,725$6.09M0.09%-58,31513F-HRTimelineGroup
Cetera Investment Advisers114,015$4M0.01%+12,49113F-HRTimeline
Schulz Wealth, LTD.101,860$3.57M2.74%013F-HRTimeline
MAI Capital Management85,540$3M0.02%-100,47313F-HRTimeline
Sunbelt Securities, Inc.69,148$2.43M0.21%+51,39113F-HRTimeline
CITY HOLDING CO62,770$2.2M0.31%-6,06513F-HRTimeline
LPL Financial LLC61,158$2.14M<0.01%+19,72413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding59,111$2.07M+6,513Timeline
Wood Tarver Financial Group, LLC34,325$1.2M0.4%13F-HRTimeline
Cambridge Investment Research Advisors,…32,472$1.14M<0.01%-80813F-HRTimeline
OLD MISSION CAPITAL LLC31,687$1.11M0.03%new13F-HRTimeline
MML INVESTORS SERVICES, LLC30,572$1.07M<0.01%+12,49713F-HRTimeline
Archer Investment Corp30,288$1.06M0.28%+62713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,138$881K0.03%+8,70513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,857$801K<0.01%-85,78613F-HRTimelineGroup
NorthCrest Asset Manangement, LLC21,036$737K0.02%+20313F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management20,637$723K0.02%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.19,239$674K0.01%+13,19813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,276$640K0.06%+8,18913F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC18,177$637K0.13%-14013F-HRTimeline
Prospera Financial Services Inc16,909$592K0.01%013F-HRTimeline
UPTICK PARTNERS, LLC16,369$574K0.21%+3,10513F-HRTimeline
Keystone Wealth Services, LLC15,928$558K0.15%013F-HRTimeline
REAP Financial Group, LLC15,832$555K0.14%-35213F-HRTimeline
Janney Montgomery Scott LLC15,479$542K<0.01%+4,04713F-HRTimeline
Advyzon Investment Management, LLC13,316$467K0.18%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,420$435K<0.01%+6,44413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12,415$435K0.01%+1,22013F-HRTimeline
Integrity Financial Corp /WA11,774$413K0.24%+2,87013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,322$397K<0.01%-36,05513F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC10,410$365K0.08%new13F-HRTimeline
Kinloch Capital, LLC10,086$353K0.18%013F-HRTimeline
DHJJ Financial Advisors, Ltd.9,772$342K0.13%-1313F-HRTimeline
GRIES FINANCIAL LLC9,673$339K0.06%new13F-HRTimeline
BlueChip Wealth Advisors LLC9,061$317K0.18%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,528$299K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,407$295K<0.01%new13F-HRTimeline
WINTRUST INVESTMENTS LLC8,233$288K0.25%-1113F-HRTimeline
CoreCap Advisors, LLC7,387$259K0.01%+1,19713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,068$248K0.1%+21613F-HRTimeline
LEGACY SOLUTIONS, LLC6,894$242K0.26%13F-HRTimeline
BCGM Wealth Management, LLC6,615$232K0.07%013F-HRTimeline
Grantvest Financial Group LLC6,527$229K0.26%13F-HRTimeline
Sanctuary Advisors, LLC6,241$222K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,880$206K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC4,859$170K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,728$166K<0.01%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…4,375$153K<0.01%+10013F-HRTimeline
CWM, LLCin group CWM, LLC4,074$143K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,807$98.4K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,807$98.4K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,240$78K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,502$52.6K<0.01%-3,97013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,433$50K<0.01%new13F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC1,349$47.3K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,300$45.6K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$35K<0.01%+25013F-HRTimelineGroup
PFS Partners, LLC876$30.7K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN548$19.2K<0.01%-55813F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…473$16.6K<0.01%013F-HRTimeline
Caitlin John, LLC366$12.8K0.01%-113F-HRTimeline
Noble Wealth Management PBC325$11.4K0.01%13F-HRTimeline
EPG Wealth Management LLC300$10.5K<0.01%-4,15013F-HRTimeline
UBS Group AGin group UBS Group AG146$5.12K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV100$3.5K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44$1.54K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.