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Disclosery

YSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST INT EQ M (fund)

45 managers (46 13F filers) reported a position in YSEP shares at 2024-12-31, 2,003,177 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
45
13F filers
46
New
11
Added
15
Reduced
9
Sold out
3
Shares held by filers
2,003,177

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC241,884$5.25M0.01%+62,42313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC237,402$5.15M<0.01%13F-HR/ATimelineGroup
LM Advisors LLC192,142$4.17M0.75%-11,28313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…182,001$3.95M0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC132,748$2.88M0.31%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.119,614$2.6M0.01%+26,41813F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management112,391$2.44M0.04%-12,43113F-HRTimelineGroup
Chris Bulman Inc98,321$2.13M1.36%-12,79613F-HRTimeline
NorthCrest Asset Manangement, LLC73,105$1.59M0.05%+29,26313F-HR/ATimeline
Cambridge Investment Research Advisors,…68,519$1.49M<0.01%-1,54313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding59,339$1.29M-46Timeline
SILVER OAK SECURITIES, INCORPORATED56,860$1.24M0.12%+12,91513F-HRTimeline
Cetera Investment Advisers44,451$965K<0.01%+16,72513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,546$880K<0.01%+26,34413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,521$554K<0.01%+11,83313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…24,382$539K0.03%-73413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,234$504K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC21,857$474K0.01%new13F-HRTimeline
Integrity Financial Corp /WA21,776$473K0.27%+9,10813F-HRTimeline
Sunbelt Securities, Inc.20,030$436K0.04%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…19,195$417K0.01%+3,33013F-HRTimelineGroup
Prospera Financial Services Inc18,988$412K0.01%013F-HRTimeline
Five Pine Wealth Management17,834$387K0.33%13F-HRTimeline
WINNACLE WEALTH LLC17,632$382K0.38%13F-HRTimeline
Sigma Planning Corp17,115$371K0.01%+1,64713F-HRTimeline
WEALTHGARDEN F.S. LLC16,065$349K0.33%+6,95313F-HRTimeline
Diligent Investors, LLC15,400$334K0.08%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,542$316K<0.01%new13F-HR/ATimeline
1776 Wealth LLC13,763$299K0.14%013F-HRTimeline
AlphaMark Advisors, LLC13,415$291K0.13%-1,00013F-HRTimeline
Atria Wealth Solutions, Inc.10,908$237K<0.01%+52413F-HRTimeline
HARBOUR INVESTMENTS, INC.8,889$193K0.01%+5,38813F-HRTimeline
SOA Wealth Advisors, LLC.6,049$131K0.02%+4,77913F-HR/ATimeline
DHJJ Financial Advisors, Ltd.4,795$104K0.04%013F-HRTimeline
AE Wealth Management LLC3,312$71.9K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC2,100$45.6K0.03%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,441$31.3K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,216$26.4K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,198$26K<0.01%-15,91613F-HRTimelineGroup
IFP Advisors, Inc985$21.4K<0.01%-45013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC634$14K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG558$12.1K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC520$11K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…300$6.51K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC200$4.34K<0.01%new13F-HRTimelineGroup