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Disclosery

GSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S EQT (fund)

71 managers (72 13F filers) reported a position in GSEP shares at 2025-03-31, 2,799,583 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
71
13F filers
72
New
8
Added
18
Reduced
16
Sold out
9
Shares held by filers
2,799,583

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
COMMONWEALTH EQUITY SERVICES, LLC462,491$16M0.02%-122,59713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC455,069$15.7M0.01%-750,67113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding294,083$10.2M-18,240Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.265,435$9.17M0.02%+23,56013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…164,345$5.68M0.08%-9,38013F-HRTimelineGroup
Cetera Investment Advisers114,317$3.95M0.01%+30213F-HRTimeline
Schulz Wealth, LTD.101,860$3.52M2.68%013F-HRTimeline
Sunbelt Securities, Inc.69,148$2.39M0.21%013F-HRTimeline
LPL Financial LLC67,315$2.32M<0.01%+6,15713F-HRTimeline
CITY HOLDING CO62,770$2.17M0.31%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding53,868$1.86M-5,243Timeline
Wood Tarver Financial Group, LLC52,104$1.8M0.59%+17,77913F-HRTimeline
Archer Investment Corp46,865$1.62M0.42%+16,57713F-HRTimeline
MML INVESTORS SERVICES, LLC46,824$1.62M0.01%+16,25213F-HRTimeline
Cambridge Investment Research Advisors,…34,674$1.2M<0.01%+2,20213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC32,552$1.11M0.09%+14,27613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,138$868K0.03%013F-HRTimelineGroup
MGO ONE SEVEN LLC21,945$758K0.03%new13F-HRTimeline
NorthCrest Asset Manangement, LLC21,036$726K0.02%013F-HRTimeline
MAI Capital Management20,320$702K0.01%-65,22013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,319$633K<0.01%-4,53813F-HRTimelineGroup
Janney Montgomery Scott LLC18,064$624K<0.01%+2,58513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,337$599K<0.01%+6,01513F-HR/ATimelineGroup
Prospera Financial Services Inc16,909$584K0.01%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC16,705$577K0.12%-1,47213F-HRTimeline
UPTICK PARTNERS, LLC16,234$561K0.19%-13513F-HRTimeline
Keystone Wealth Services, LLC15,903$549K0.15%-2513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,809$546K<0.01%+3,38913F-HRTimelineGroup
REAP Financial Group, LLC15,786$545K0.14%-4613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC14,438$499K0.06%new13F-HRTimelineGroup
NWF Advisory Services Inc.13,850$478K0.07%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,611$470K0.02%-7,02613F-HRTimelineGroup
Advyzon Investment Management, LLC13,316$460K0.16%013F-HRTimeline
Atria Wealth Solutions, Inc.13,243$457K0.01%-5,99613F-HRTimeline
Tanglewood Legacy Advisors, LLC12,409$429K0.19%+11,06013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,400$428K0.01%-1513F-HRTimeline
Integrity Financial Corp /WA11,774$407K0.23%013F-HRTimeline
Kinloch Capital, LLC10,086$348K0.17%013F-HRTimeline
ORG Partners LLC10,000$346K0.09%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.9,772$337K0.14%013F-HRTimeline
GRIES FINANCIAL LLC9,673$334K0.06%013F-HRTimeline
BlueChip Wealth Advisors LLC9,061$313K0.15%013F-HRTimeline
CoreCap Advisors, LLC8,717$301K0.01%+1,33013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,068$244K0.1%013F-HRTimeline
LEGACY SOLUTIONS, LLC6,894$238K0.26%013F-HRTimeline
BCGM Wealth Management, LLC6,615$228K0.07%013F-HRTimeline
Grantvest Financial Group LLC6,527$225K0.18%013F-HRTimeline
Sanctuary Advisors, LLC6,241$216K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,880$203K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC4,845$167K<0.01%-1413F-HRTimeline
CWM, LLCin group CWM, LLC4,074$141K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,775$130K<0.01%-60013F-HRTimeline
Aptus Capital Advisors, LLC3,307$114K<0.01%+50013F-HRTimeline
AdvisorNet Financial, Inc3,127$108K0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,807$96.9K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,240$77K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,857$64.1K<0.01%+1,71113F-HRTimelineGroup
Larson Financial Group LLC1,502$51.9K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,300$44.9K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,044$36.1K<0.01%+1,00013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$35K<0.01%013F-HRTimelineGroup
PFS Partners, LLC876$30.3K0.02%013F-HRTimeline
Farther Finance Advisors, LLC726$25.1K<0.01%new13F-HRTimeline
Transce3nd, LLC608$21K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN548$18.9K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC402$13.9K<0.01%-4,32613F-HR/ATimelineGroup
Noble Wealth Management PBC325$11.2K0.01%013F-HRTimeline
EPG Wealth Management LLC300$10.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$3.45K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC20$697<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.