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Disclosery

SFEB FIRST TR EXCHNG TRADED FD VI

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FT VEST US SMALL (fund)

40 managers (41 13F filers) reported a position in SFEB shares at 2024-12-31, 1,478,955 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
40
13F filers
41
New
5
Added
10
Reduced
12
Sold out
6
Shares held by filers
1,478,955

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 INC279,658$6.02M<0.01%13F-HR/ATimelineGroup
IFP Advisors, Inc142,984$3.08M0.1%-3,94913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…133,620$2.87M0.04%-14,39013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.130,025$2.8M0.08%+7,56713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding100,746$2.17M-275Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP81,636$1.76M<0.01%-38613F-HRTimelineGroup
Diligent Investors, LLC76,919$1.65M0.38%-1,00613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,912$1.61M<0.01%-16413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,829$900K<0.01%-10,70213F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,492$850K<0.01%+5,50013F-HRTimelineGroup
Cetera Investment Advisers34,667$746K<0.01%-18413F-HRTimeline
Signal Advisors Wealth, LLC31,493$678K0.08%-1,95313F-HRTimeline
Keystone Wealth Services, LLC25,938$558K0.15%-1,52613F-HRTimeline
Grantvest Financial Group LLC25,299$544K0.61%13F-HRTimeline
NorthCrest Asset Manangement, LLC22,098$475K0.01%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management20,501$441K0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding19,302$415K-116Timeline
Sigma Planning Corp17,358$373K0.01%+88713F-HRTimeline
OLD MISSION CAPITAL LLC16,253$350K0.01%+3,23013F-HRTimeline
Atria Wealth Solutions, Inc.15,568$335K<0.01%+11113F-HRTimeline
Cambridge Investment Research Advisors,…14,745$317K<0.01%+1,55113F-HRTimeline
Mariner, LLCin group Mariner, LLC12,900$278K<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC12,140$261K<0.01%+2,65213F-HRTimeline
Orion Portfolio Solutions, LLC12,140$261K<0.01%+2,65213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,889$256K<0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,469$247K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.10,806$232K0.04%013F-HR/ATimeline
Bison Wealth, LLC10,725$231K0.03%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,194$219K<0.01%-19,55313F-HRTimelineGroup
Marshall Financial Group, LLC9,962$214K0.05%-5813F-HRTimeline
Sunbelt Securities, Inc.8,919$192K0.02%+78513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…7,847$174K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5,091$110K0.04%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,779$60K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC2,250$48.4K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC1,509$32K0.01%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,392$29.9K0.01%new13F-HRTimeline
Noble Wealth Management PBC1,350$29K0.02%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC300$6.45K<0.01%013F-HRTimelineGroup
MAI Capital Management250$5.38K<0.01%new13F-HRTimeline