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Disclosery

XSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S (fund)

60 managers (60 13F filers) reported a position in XSEP shares at 2025-03-31, 2,076,222 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
60
13F filers
60
New
6
Added
11
Reduced
27
Sold out
6
Shares held by filers
2,076,222

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

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, LLC274,185$10.6M0.02%-59,35713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…197,519$7.64M0.16%+138,30913F-HRTimelineGroup
Cetera Investment Advisers196,349$7.59M0.01%+75,36913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC187,121$7.24M0.04%-7,95113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.176,344$6.82M0.02%+11,74113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC170,585$6.6M<0.01%+120,81213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management76,789$2.97M0.04%-1,64013F-HRTimelineGroup
Chris Bulman Inc74,325$2.87M1.81%-3,03113F-HRTimeline
Millington Financial Advisors, LLC66,472$2.51M1.54%-18,83313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC58,137$2.25M2.29%-1,19113F-HRTimeline
Mariner, LLCin group Mariner, LLC58,101$2.25M<0.01%-10,29613F-HRTimelineGroup
First Heartland Consultants, Inc.45,080$1.74M0.18%+12,85213F-HRTimeline
MML INVESTORS SERVICES, LLC42,233$1.63M0.01%-12,25513F-HRTimeline
OLD MISSION CAPITAL LLC28,002$1.08M0.02%-1,52913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,987$1M0.03%+18,53413F-HRTimelineGroup
UPTICK PARTNERS, LLC25,234$976K0.33%-60013F-HRTimeline
Clear Point Advisors Inc.21,637$837K0.75%-20013F-HRTimeline
Mutual Advisors, LLC21,374$820K0.02%-1,90013F-HRTimeline
Diligent Investors, LLC20,452$791K0.19%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,691$761K<0.01%-14,23513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,366$749K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,564$640K<0.01%-9,08513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,428$633K0.06%+6,05413F-HR/ATimeline
LPL Financial LLC14,727$569K<0.01%+3,25313F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC13,181$510K0.11%-2513F-HRTimeline
Integrated Advisors Network LLC12,555$485K0.02%013F-HRTimeline
Sequent Planning LLC11,062$428K0.15%013F-HRTimeline
Atria Investments, Inc10,340$400K0.01%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,824$378K0.02%013F-HRTimelineGroup
QTR Family Wealth, LLC9,394$363K0.27%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,126$353K0.02%-4213F-HR/ATimelineGroup
Bison Wealth, LLC8,728$337K0.03%-11213F-HRTimeline
REAP Financial Group, LLC8,728$337K0.08%-11213F-HRTimeline
Integrity Financial Corp /WA8,724$337K0.19%013F-HRTimeline
Aptus Capital Advisors, LLC8,200$317K<0.01%-40013F-HRTimeline
Financial Guidance Group, Inc.8,200$317K0.17%-40013F-HRTimeline
Grant Street Asset Management, Inc.8,195$317K0.08%-62013F-HRTimeline
UBS Group AGin group UBS Group AG7,927$307K<0.01%+7,12413F-HRTimelineGroup
AE Wealth Management LLC7,836$303K<0.01%-8,41513F-HRTimeline
LifeWealth Investments, LLC7,689$297K0.14%new13F-HR/ATimeline
Wood Tarver Financial Group, LLC7,275$281K0.09%013F-HRTimeline
Arlington Capital Management, Inc.7,072$273K0.21%+3913F-HRTimeline
IMG Wealth Management, Inc.6,755$261K0.23%013F-HRTimeline
VestGen Investment Management6,693$259K0.2%new13F-HRTimeline
IFP Advisors, Inc6,497$251K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,200$240K<0.01%013F-HRTimelineGroup
Echo Wealth Management, LLC6,051$234K0.16%-2613F-HRTimeline
NWF Advisory Services Inc.5,710$221K0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,264$204K<0.01%013F-HRTimelineGroup
PFS Partners, LLC3,384$131K0.07%+13113F-HRTimeline
HARBOUR INVESTMENTS, INC.3,368$130K<0.01%-313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,400$92.8K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,985$76.8K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,481$57.3K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,338$51.7K<0.01%-3,88113F-HR/ATimelineGroup
MAI Capital Management1,103$42.6K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,033$40K<0.01%-21513F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC162$6.26K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY40$1.55K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-7,91813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 35,346 XSEP shares, 1.61% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001445546-26-007492

    Accepted , ingested