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Disclosery

SFEB FIRST TR EXCHNG TRADED FD VI

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FT VEST US SMALL (fund)

38 managers (38 13F filers) reported a position in SFEB shares at 2025-03-31, 1,472,174 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
38
13F filers
38
New
5
Added
17
Reduced
9
Sold out
8
Shares held by filers
1,472,174

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC289,038$5.89M<0.01%+9,38013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.154,644$3.15M0.09%+24,61913F-HRTimeline
IFP Advisors, Inc144,467$2.95M0.09%+1,48313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114,778$2.34M0.01%+72,94913F-HRTimelineGroup
Diligent Investors, LLC82,969$1.69M0.41%+6,05013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP80,802$1.65M<0.01%-83413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC80,697$1.65M<0.01%+5,78513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding78,519$1.6M-22,227Timeline
Cetera Investment Advisers50,794$1.04M<0.01%+16,12713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,132$900K<0.01%+4,64013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,181$758K<0.01%new13F-HRTimelineGroup
Grantvest Financial Group LLC28,979$591K0.48%+3,68013F-HRTimeline
Keystone Wealth Services, LLC25,260$515K0.14%-67813F-HRTimeline
Orion Porfolio Solutions, LLC24,037$490K<0.01%+11,89713F-HRTimeline
Orion Portfolio Solutions, LLC24,037$490K<0.01%+11,89713F-HR/ATimeline
NorthCrest Asset Manangement, LLC22,098$451K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC21,100$430K<0.01%+8,20013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…19,152$391K0.01%-15013F-HRTimelineGroup
Sigma Planning Corp17,103$349K0.01%-25513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,896$345K<0.01%+5,00713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,356$313K0.01%-5,14513F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,491$275K<0.01%-1,25413F-HRTimeline
SOA Wealth Advisors, LLC.13,084$267K0.06%+2,27813F-HRTimeline
Sunbelt Securities, Inc.12,552$256K0.02%+3,63313F-HRTimeline
Bison Wealth, LLC10,725$219K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,275$210K0.01%new13F-HR/ATimelineGroup
LPL Financial LLC10,207$208K<0.01%new13F-HRTimeline
Marshall Financial Group, LLC9,962$203K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5,491$112K0.05%+40013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,297$108K<0.01%+2,51813F-HRTimelineGroup
Clearstead Advisors, LLC3,000$61.2K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC1,509$30.8K0.01%013F-HRTimeline
EPG Wealth Management LLC1,500$30.6K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,392$28.4K0.01%013F-HRTimeline
Noble Wealth Management PBC1,100$22.4K0.02%-25013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC300$6.45K<0.01%013F-HRTimelineGroup
MAI Capital Management250$5.1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-7,84713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.