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Disclosery

XSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S (fund)

69 managers (69 13F filers) reported a position in XSEP shares at 2026-03-31, 1,868,016 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
69
13F filers
69
New
10
Added
12
Reduced
26
Sold out
6
Shares held by filers
1,868,016

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC310,718$13M0.02%-16,16513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.245,625$10.3M0.02%-15,02213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC220,352$9.23M<0.01%+111,47413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC177,753$7.45M0.03%+9,23313F-HRTimelineGroup
Cetera Investment Advisers162,906$6.82M0.01%+57,96813F-HRTimeline
MML INVESTORS SERVICES, LLC77,051$3.23M0.01%-60,45113F-HRTimeline
LPL Financial LLC59,410$2.49M<0.01%-6,33313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC47,795$2M1.63%-5,47813F-HRTimeline
Mariner, LLCin group Mariner, LLC41,130$1.72M<0.01%-9,52913F-HRTimelineGroup
Noble Wealth Management PBC32,000$1.34M0.69%-5,20213F-HRTimeline
Clear Point Advisors Inc.21,637$906K0.71%013F-HRTimeline
Mutual Advisors, LLC20,539$860K0.02%-78513F-HRTimeline
Diligent Investors, LLC19,502$817K0.2%013F-HRTimeline
UPTICK PARTNERS, LLC18,795$787K0.16%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,126$759K<0.01%-2,98613F-HRTimelineGroup
Blackhawk Capital Partners, LLC17,470$732K0.27%013F-HRTimeline
Millington Financial Advisors, LLC16,521$719K0.3%-45913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,862$706K<0.01%-25513F-HRTimelineGroup
Benson Wealth Management INC15,866$665K0.91%+1,81513F-HRTimeline
Sequent Planning LLC14,131$592K0.14%-14013F-HRTimeline
First Heartland Consultants, Inc.14,057$589K0.05%-1,61313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,568$568K0.04%-25513F-HRTimeline
Signal Advisors Wealth, LLC13,356$559K0.04%new13F-HRTimeline
Cambridge Investment Research Advisors,…12,545$525K<0.01%-1,46213F-HRTimeline
Waverly Advisors, LLC11,954$501K<0.01%-11113F-HRTimeline
VestGen Investment Management10,928$458K0.25%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,911$457K<0.01%+1,39413F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC10,889$456K0.07%-20013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,685$448K0.01%+3,04113F-HRTimelineGroup
VestGen Advisors, LLC10,199$447K0.01%new13F-HRTimeline
SageGuard Financial Group, LLC10,297$431K0.07%-2,25513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,390$429K<0.01%new13F-HR/ATimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding9,225$401K+1Timeline
OLD MISSION CAPITAL LLC9,411$394K0.01%+1,36313F-HRTimeline
Aptus Capital Advisors, LLC8,200$343K<0.01%013F-HRTimeline
Financial Guidance Group, Inc.8,200$343K0.14%013F-HRTimeline
CROSSPOINT FINANCIAL, LLC7,660$321K0.81%013F-HRTimeline
PFS Partners, LLC7,349$308K0.14%013F-HRTimeline
Wood Tarver Financial Group, LLC7,275$304K0.08%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,162$300K<0.01%+4513F-HRTimelineGroup
QTR Family Wealth, LLC6,948$300K0.12%-1,50013F-HRTimeline
IMG Wealth Management, Inc.6,755$283K0.18%013F-HRTimeline
Integrated Advisors Network LLC6,730$282K0.01%013F-HRTimeline
Chris Bulman Inc6,698$281K0.12%013F-HRTimeline
IFP Advisors, Inc6,497$272K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,200$260K<0.01%013F-HRTimelineGroup
Atria Investments, Inc5,993$251K<0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC5,959$250K0.17%-4713F-HRTimeline
HARBOUR INVESTMENTS, INC.5,853$245K<0.01%-31613F-HRTimeline
Simplicity Wealth,LLC5,739$240K0.01%+29613F-HRTimeline
Merit Financial Group, LLC5,642$236K<0.01%-2,00013F-HRTimeline
Integrity Financial Corp /WA5,273$221K0.11%-3,39213F-HRTimeline
HBK Sorce Advisory LLC4,944$217K<0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC5,005$210K0.02%013F-HRTimeline
MIRAMONTES CAPITAL, LLC4,973$208K0.07%-1013F-HRTimeline
Grant Street Asset Management, Inc.4,940$207K0.04%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,917$164K<0.01%+79813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC2,412$101K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2,246$94.1K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,200$50.3K<0.01%-28113F-HRTimeline
AE Wealth Management LLC1,112$46.6K<0.01%013F-HRTimeline
MAI Capital Management1,103$46.2K<0.01%013F-HRTimeline
Bullseye Investment Management, LLC767$32.1K0.02%+35013F-HRTimeline
UBS Group AGin group UBS Group AG660$27.6K<0.01%+43713F-HRTimelineGroup
Capital Investment Advisory Services, L…597$25K<0.01%new13F-HRTimeline
REAP Financial Group, LLC497$20.8K<0.01%-7213F-HRTimeline
GHP Investment Advisors, Inc.461$19.3K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC405$16.7K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY40$1.68K<0.01%013F-HRTimelineGroup

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