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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 2025-12-31, 1,118,529 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
38
13F filers
38
New
5
Added
4
Reduced
17
Sold out
4
Shares held by filers
1,118,529

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BFI Wealth Solutions, LLC145,144$3.41M3.25%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,935$2.63M<0.01%-145,29813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC111,179$2.61M<0.01%-34,52413F-HRTimelineGroup
Diligent Investors, LLC86,440$2.03M0.5%-11513F-HRTimeline
Cetera Investment Advisers71,638$1.68M<0.01%+25313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC69,734$1.64M<0.01%+18113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,099$1.51M<0.01%-7213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC49,308$1.16M<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC41,484$975K<0.01%-4,50013F-HRTimelineGroup
SOA Wealth Advisors, LLC.41,449$974K0.16%-67813F-HRTimeline
Grantvest Financial Group LLC32,077$754K0.48%-4,97613F-HRTimeline
Orion Porfolio Solutions, LLC30,683$721K0.01%+82513F-HRTimeline
LPL Financial LLC28,969$681K<0.01%+1,02613F-HRTimeline
HARBOUR INVESTMENTS, INC.22,748$535K0.01%-16,01513F-HRTimeline
NorthCrest Asset Manangement, LLC22,098$527K0.01%013F-HRTimeline
Arkadios Wealth Advisors21,870$514K0.01%new13F-HRTimeline
Keystone Wealth Services, LLC20,541$483K0.1%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…19,152$450K0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC15,900$374K<0.01%-2,90013F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,706$369K<0.01%-1,50013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,285$337K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,745$323K<0.01%-33,94613F-HRTimelineGroup
Sunbelt Securities, Inc.11,982$282K0.02%-22513F-HRTimeline
Marshall Financial Group, LLC9,962$234K0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,376$197K0.01%-1,53113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,431$175K<0.01%013F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC6,471$152K<0.01%013F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.5,281$124K0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,487$110K<0.01%013F-HRTimeline
CX Institutional4,082$96K<0.01%new13F-HRTimeline
Camelot Portfolios, LLC2,911$68.4K0.04%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,521$59.2K0.01%new13F-HRTimeline
Benson Wealth Management INC1,442$33.9K0.04%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,252$29.4K<0.01%013F-HRTimeline
Noble Wealth Management PBC800$18.8K0.01%-30013F-HRTimeline
IFP Advisors, Inc753$17.7K<0.01%-2,77213F-HRTimeline
Steward Partners Investment Advisory, L…467$11K<0.01%-813F-HRTimeline
UBS Group AGin group UBS Group AG127$2.98K<0.01%-38513F-HRTimelineGroup