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Disclosery

YSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST INT EQ M (fund)

50 managers (51 13F filers) reported a position in YSEP shares at 2025-03-31, 3,787,200 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
50
13F filers
51
New
9
Added
15
Reduced
14
Sold out
3
Shares held by filers
3,787,200

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, 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
OGOREK ANTHONY JOSEPH /NY/ /ADV520,533$11.8M3.89%new13F-HRTimeline
Luken Investment Analytics, LLC336,458$7.65M3.58%new13F-HRTimeline
Sterling Manor Financial, LLC272,659$6.2M4.43%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC251,686$5.72M0.01%+9,80213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC217,697$4.95M<0.01%-19,70513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…199,962$4.55M0.01%+17,96113F-HRTimelineGroup
LM Advisors LLC195,280$4.44M0.8%+3,13813F-HRTimeline
SOA Wealth Advisors, LLC.192,938$4.39M0.92%+186,88913F-HRTimeline
HighTower Advisors, LLC159,469$3.62M<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.149,867$3.41M0.01%+30,25313F-HRTimelineGroup
Clear Creek Financial Management, LLC133,833$3.04M0.32%+1,08513F-HRTimeline
Maia Wealth LLC127,099$2.86M0.65%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management103,854$2.36M0.03%-8,53713F-HRTimelineGroup
Lionshead Wealth Management, LLC98,324$2.23M2.32%new13F-HRTimeline
Chris Bulman Inc94,113$2.14M1.35%-4,20813F-HRTimeline
Cambridge Investment Research Advisors,…75,732$1.72M0.01%+7,21313F-HRTimeline
NorthCrest Asset Manangement, LLC73,105$1.66M0.05%013F-HRTimeline
Cetera Investment Advisers70,846$1.61M<0.01%+26,39513F-HRTimeline
LPL Financial LLC62,201$1.41M<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED58,632$1.34M0.13%+1,77213F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding50,593$1.15M-8,746Timeline
Advisory Services Network, LLC39,163$890K0.02%+17,30613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,234$528K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…23,230$528K0.02%+4,03513F-HRTimelineGroup
OLD MISSION CAPITAL LLC20,784$472K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.20,030$455K0.04%013F-HRTimeline
Integrity Financial Corp /WA19,885$452K0.26%-1,89113F-HRTimeline
Prospera Financial Services Inc18,988$432K0.01%013F-HRTimeline
Sigma Planning Corp16,867$383K0.01%-24813F-HRTimeline
WINNACLE WEALTH LLC16,864$383K0.35%-76813F-HRTimeline
WEALTHGARDEN F.S. LLC16,241$369K0.35%+17613F-HRTimeline
Diligent Investors, LLC15,400$350K0.09%013F-HRTimeline
Five Pine Wealth Management15,064$342K0.28%-2,77013F-HRTimeline
1776 Wealth LLC13,763$313K0.14%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,394$259K<0.01%-14,12713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,182$231K<0.01%-4,36013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,009$228K0.01%+1,12013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,276$211K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.4,795$109K0.04%013F-HRTimeline
AE Wealth Management LLC2,912$66.2K<0.01%-40013F-HRTimeline
Whipplewood Advisors, LLC26,733$49.8K0.04%+24,63313F-HRTimeline
IFP Advisors, Inc2,055$46.7K<0.01%+1,07013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,382$31.4K<0.01%-5913F-HRTimeline
Larson Financial Group LLC1,216$27.6K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,198$27.3K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC634$14K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC520$12K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…300$6.82K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC200$4.34K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-24,38213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.