Skip to content
Disclosery

XSEP FIRST TR EXCHNG TRADED FD VI

Follow

FT VEST U.S (fund)

66 managers (66 13F filers) reported a position in XSEP shares at 2025-12-31, 1,798,714 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
66
13F filers
66
New
5
Added
11
Reduced
24
Sold out
6
Shares held by filers
1,798,714

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, 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
COMMONWEALTH EQUITY SERVICES, LLC326,883$13.9M0.02%-10,54713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.260,647$11M0.02%-24,53813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC168,520$7.14M0.03%+59713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC137,502$5.83M0.01%+98,28113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC108,878$4.61M<0.01%+94,30113F-HRTimelineGroup
Cetera Investment Advisers104,938$4.45M<0.01%-3,26213F-HRTimeline
LPL Financial LLC65,743$2.79M<0.01%-7,07013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC53,273$2.26M1.8%-67513F-HRTimeline
Mariner, LLCin group Mariner, LLC50,659$2.15M<0.01%-6,83213F-HRTimelineGroup
Noble Wealth Management PBC37,202$1.58M0.79%-1,60513F-HRTimeline
Clear Point Advisors Inc.21,637$917K0.71%013F-HRTimeline
Mutual Advisors, LLC21,324$904K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,112$895K<0.01%-22813F-HRTimelineGroup
Diligent Investors, LLC19,502$827K0.2%-1,30013F-HRTimeline
UPTICK PARTNERS, LLC18,795$797K0.17%-4,41413F-HRTimeline
Blackhawk Capital Partners, LLC17,470$740K0.28%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,117$726K<0.01%+9,59213F-HRTimelineGroup
Millington Financial Advisors, LLC16,980$725K0.32%-5,37413F-HRTimeline
First Heartland Consultants, Inc.15,670$664K0.05%-5,10813F-HRTimeline
Sequent Planning LLC14,271$605K0.15%+2,98613F-HRTimeline
Benson Wealth Management INC14,051$596K0.66%13F-HRTimeline
Cambridge Investment Research Advisors,…14,007$594K<0.01%-81913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,823$587K0.04%013F-HRTimeline
SageGuard Financial Group, LLC12,552$532K0.08%13F-HRTimeline
Waverly Advisors, LLC12,065$511K<0.01%new13F-HRTimeline
IMC-Chicago, LLC11,243$477K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,089$470K0.07%-39713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,517$403K<0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,224$393K0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.9,009$382K0.02%+413F-HRTimelineGroup
Integrity Financial Corp /WA8,665$367K0.19%-5913F-HRTimeline
QTR Family Wealth, LLC8,448$361K0.16%-6013F-HRTimeline
Aptus Capital Advisors, LLC8,200$348K<0.01%013F-HRTimeline
Financial Guidance Group, Inc.8,200$348K0.14%013F-HRTimeline
OLD MISSION CAPITAL LLC8,048$341K0.01%-8,56613F-HRTimeline
CROSSPOINT FINANCIAL, LLC7,660$325K0.76%+1,56013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,644$324K0.01%013F-HRTimelineGroup
Merit Financial Group, LLC7,642$324K<0.01%013F-HRTimeline
PFS Partners, LLC7,349$311K0.14%+2,18813F-HRTimeline
Wood Tarver Financial Group, LLC7,275$308K0.09%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,117$302K<0.01%-26913F-HRTimelineGroup
IMG Wealth Management, Inc.6,755$286K0.18%013F-HRTimeline
Integrated Advisors Network LLC6,730$285K0.01%-72513F-HRTimeline
Chris Bulman Inc6,698$284K0.13%-26913F-HRTimeline
IFP Advisors, Inc6,497$275K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,200$263K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.6,169$261K0.01%-3,86213F-HRTimeline
WEALTHGARDEN F.S. LLC6,006$256K0.17%-713F-HRTimeline
Simplicity Wealth,LLC5,443$231K0.01%+56713F-HRTimeline
LifeWealth Investments, LLC5,083$215K0.07%013F-HRTimeline
Octavia Wealth Advisors, LLC5,005$212K0.02%013F-HRTimeline
MIRAMONTES CAPITAL, LLC4,983$211K0.07%13F-HRTimeline
HBK Sorce Advisory LLC4,944$211K<0.01%013F-HRTimeline
Grant Street Asset Management, Inc.4,940$209K0.04%-80513F-HRTimeline
Cambridge Advisors Inc.4,775$202K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,475$190K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3,119$132K<0.01%+1,45613F-HRTimelineGroup
Global Retirement Partners, LLC2,750$117K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,246$95.2K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,481$62.8K<0.01%013F-HRTimeline
AE Wealth Management LLC1,112$47.1K<0.01%013F-HRTimeline
MAI Capital Management1,103$46.7K<0.01%013F-HRTimeline
REAP Financial Group, LLC569$24.1K<0.01%-10913F-HRTimeline
Bullseye Investment Management, LLC417$17.7K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG223$9.45K<0.01%+20713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY40$1.7K<0.01%013F-HR/ATimelineGroup

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