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Disclosery

XSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S (fund)

70 managers (72 13F filers) reported a position in XSEP shares at 2026-06-30, 2,031,098 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
70
13F filers
72
New
8
Added
11
Reduced
26
Sold out
6
Shares held by filers
2,031,098

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding302,001$13.4M+81,649Timeline
COMMONWEALTH EQUITY SERVICES, LLC296,856$13.2M0.02%-13,86213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.234,857$10.4M0.01%-10,76813F-HRTimelineGroup
Cetera Investment Advisers194,448$8.63M0.01%+31,54213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC171,033$7.59M0.02%-6,72013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC149,246$6.63M0.01%+72,19513F-HRTimeline
LPL Financial LLC54,913$2.44M<0.01%-4,49713F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC41,417$1.84M1.37%-6,37813F-HRTimeline
Mariner, LLCin group Mariner, LLC36,840$1.64M<0.01%-4,29013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,614$1.23M<0.01%+10,75213F-HRTimelineGroup
Noble Wealth Management PBC24,928$1.11M0.51%-7,07213F-HRTimeline
Signal Advisors Wealth, LLC23,989$1.07M0.06%+10,63313F-HRTimeline
Mutual Advisors, LLC19,829$881K0.02%-71013F-HRTimeline
Diligent Investors, LLC19,497$866K0.19%-513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding18,450$822K+9,225Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,049$801K<0.01%-7713F-HR/ATimelineGroup
Blackhawk Capital Partners, LLC17,470$776K0.25%013F-HRTimeline
VestGen Investment Management16,767$745K0.39%+5,83913F-HRTimeline
VestGen Advisors, LLC16,767$745K0.02%+6,56813F-HRTimeline
Millington Financial Advisors, LLC16,493$734K0.29%-2813F-HRTimeline
UPTICK PARTNERS, LLC16,387$728K0.11%-2,40813F-HRTimeline
Benson Wealth Management INC15,849$704K0.71%-1713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,463$642K0.01%+3,77813F-HRTimelineGroup
Atria Investments, Inc14,072$625K0.01%+8,07913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,368$594K0.04%-20013F-HRTimeline
First Heartland Consultants, Inc.13,077$581K0.04%-98013F-HRTimeline
Cambridge Investment Research Advisors,…12,545$557K<0.01%013F-HR/ATimeline
Sequent Planning LLC12,352$548K0.12%-1,77913F-HRTimeline
Waverly Advisors, LLC11,954$531K<0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,911$485K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC10,839$481K0.06%-5013F-HRTimeline
SageGuard Financial Group, LLC10,077$447K0.06%-22013F-HRTimeline
Aptus Capital Advisors, LLC8,200$364K<0.01%013F-HRTimeline
Financial Guidance Group, Inc.8,200$364K0.14%013F-HRTimeline
Summit Financial, LLC8,147$362K<0.01%new13F-HRTimeline
PFS Partners, LLC7,349$326K0.13%013F-HRTimeline
QTR Family Wealth, LLC6,948$309K0.11%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,894$306K<0.01%-26813F-HRTimelineGroup
Wood Tarver Financial Group, LLC6,767$300K0.07%-50813F-HRTimeline
IMG Wealth Management, Inc.6,755$300K0.17%013F-HRTimeline
Integrated Advisors Network LLC6,730$299K0.01%013F-HRTimeline
IFP Advisors, Inc6,497$288K0.01%013F-HRTimeline
Chris Bulman Inc6,393$284K0.1%-30513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,346$282K0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,200$275K<0.01%013F-HR/ATimelineGroup
CROSSPOINT FINANCIAL, LLC6,100$271K0.62%-1,56013F-HRTimeline
WEALTHGARDEN F.S. LLC5,959$265K0.15%013F-HRTimeline
Simplicity Wealth,LLC5,739$255K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,551$246K<0.01%-30213F-HRTimeline
Octavia Wealth Advisors, LLC5,005$222K0.02%013F-HRTimeline
HBK Sorce Advisory LLC4,944$222K<0.01%013F-HRTimeline
MIRAMONTES CAPITAL, LLC4,969$221K0.07%-413F-HRTimeline
Grant Street Asset Management, Inc.4,940$219K0.04%013F-HRTimeline
HRT FINANCIAL LP4,937$219K<0.01%new13F-HRTimeline
Cambridge Advisors Inc.4,775$212K0.04%new13F-HRTimeline
Integrity Financial Corp /WA4,705$209K0.1%-56813F-HRTimeline
LifeWealth Investments, LLC4,575$203K0.05%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,470$198K<0.01%+55313F-HRTimelineGroup
Global Retirement Partners, LLC2,750$122K<0.01%13F-HRTimeline
Ashton Thomas Private Wealth, LLC2,412$107K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,246$99.7K0.03%013F-HRTimeline
Farther Finance Advisors, LLC2,200$97.7K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,540$68.4K<0.01%+94313F-HRTimeline
Steward Partners Investment Advisory, L…1,200$53.3K<0.01%013F-HRTimeline
AE Wealth Management LLC1,112$49.4K<0.01%013F-HRTimeline
Bullseye Investment Management, LLC767$34.1K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG512$22.7K<0.01%-14813F-HRTimelineGroup
GHP Investment Advisors, Inc.461$20.5K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC405$17.9K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY40$1.78K<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