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Disclosery

SAUG FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S (fund)

45 managers (46 13F filers) reported a position in SAUG shares at 2025-03-31, 2,381,227 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
45
13F filers
46
New
3
Added
7
Reduced
25
Sold out
5
Shares held by filers
2,381,227

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
Harvest Investment Services, LLC490,838$11.1M3.08%new13F-HRTimeline
Maia Wealth LLC255,113$5.54M1.26%new13F-HRTimeline
NewEdge Advisors, LLC167,544$3.77M0.02%-7,71613F-HRTimeline
HARBOUR INVESTMENTS, INC.129,204$2.91M0.08%+10,86613F-HRTimeline
Cetera Investment Advisers122,375$2.76M0.01%+3,31413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding114,523$2.58M-22,483Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC113,447$2.55M<0.01%-1,20713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC97,939$2.21M0.08%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…89,784$2.02M0.37%-4,75613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP88,252$1.99M<0.01%-14,48813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,338$1.76M<0.01%-28,40413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC64,451$1.45M0.01%-3,05013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC55,051$1.24M<0.01%-2,82313F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC54,757$1.23M0.79%+3,71413F-HRTimeline
Cambridge Investment Research Advisors,…44,264$997K<0.01%-1,00613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC41,581$936K0.06%-6,72213F-HRTimeline
NorthCrest Asset Manangement, LLC39,997$901K0.03%013F-HRTimeline
LPL Financial LLC36,990$833K<0.01%new13F-HRTimeline
Grantvest Financial Group LLC30,297$682K0.55%-10613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…29,385$662K0.02%+5,31013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,017$496K<0.01%-15,33413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,918$471K<0.01%-3,15813F-HRTimelineGroup
WEALTHGARDEN F.S. LLC18,795$423K0.41%013F-HRTimeline
Foundations Investment Advisors, LLC18,549$418K0.01%-1,13713F-HRTimeline
Prospera Financial Services Inc16,939$381K0.01%-113F-HRTimeline
Sigma Planning Corp15,586$351K0.01%-22713F-HRTimeline
Ignite Planners, LLC14,096$316K0.06%-3,11513F-HRTimeline
Integrated Advisors Network LLC13,475$303K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,924$291K0.01%+95813F-HRTimelineGroup
Wood Tarver Financial Group, LLC12,860$290K0.09%-2,36713F-HRTimeline
Atria Wealth Solutions, Inc.12,859$290K<0.01%-9,55013F-HRTimeline
Steward Partners Investment Advisory, L…7,996$180K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,815$153K<0.01%-3,40613F-HRTimelineGroup
MTM Investment Management, LLC6,560$148K0.06%013F-HRTimeline
UBS Group AGin group UBS Group AG6,199$140K<0.01%+6,08513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5,592$126K0.01%-2313F-HRTimeline
DHJJ Financial Advisors, Ltd.5,177$117K0.05%013F-HRTimeline
EPG Wealth Management LLC5,000$113K0.03%013F-HRTimeline
Sunbelt Securities, Inc.4,140$93.2K0.01%-14513F-HRTimeline
AE Wealth Management LLC3,888$87.6K<0.01%-1,67813F-HRTimeline
Larson Financial Group LLC2,528$56.9K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,731$39K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,603$36.1K<0.01%+80213F-HRTimelineGroup
AMERIFLEX GROUP, INC.850$19.1K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-13,99113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.