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Disclosery

YSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST INT EQ M (fund)

49 managers (50 13F filers) reported a position in YSEP shares at 2025-06-30, 3,095,614 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
49
13F filers
50
New
8
Added
12
Reduced
18
Sold out
9
Shares held by filers
3,095,614

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OGOREK ANTHONY JOSEPH /NY/ /ADV520,411$12.7M3.92%-12213F-HRTimeline
Sterling Manor Financial, LLC267,309$6.52M4.35%-5,35013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC255,794$6.24M0.01%+4,10813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC209,128$5.1M<0.01%-8,56913F-HRTimelineGroup
LM Advisors LLC207,948$5.07M0.65%+12,66813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…203,308$4.96M0.01%+3,34613F-HR/ATimelineGroup
SOA Wealth Advisors, LLC.187,837$4.58M0.86%-5,10113F-HRTimeline
Avantra Family Wealth, Inc.156,688$3.82M3.16%new13F-HRTimeline
Clear Creek Financial Management, LLC131,140$3.2M0.3%-2,69313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.124,521$3.04M0.01%-25,34613F-HR/ATimelineGroup
Lionshead Wealth Management, LLC123,323$3.01M2.78%+24,99913F-HRTimeline
Cetera Investment Advisers80,702$1.97M<0.01%+9,85613F-HRTimeline
LPL Financial LLC71,898$1.75M<0.01%+9,69713F-HRTimeline
Cambridge Investment Research Advisors,…61,872$1.51M<0.01%-13,86013F-HRTimeline
NorthCrest Asset Manangement, LLC61,476$1.5M0.04%-11,62913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED50,683$1.24M0.1%-7,94913F-HRTimeline
Advisory Services Network, LLC50,890$1.22M0.02%+11,72713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding33,924$828K-16,669Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,605$600K<0.01%+13,21113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding24,219$591K+989Timeline
Corient Private Wealth LPin group Corient Private Wealth LP23,234$567K<0.01%013F-HR/ATimelineGroup
HRT FINANCIAL LP21,308$519K<0.01%new13F-HRTimeline
Prospera Financial Services Inc18,988$463K0.01%013F-HRTimeline
Sunbelt Securities, Inc.20,030$435K0.04%013F-HRTimeline
Sigma Planning Corp16,458$402K0.01%-40913F-HRTimeline
Five Pine Wealth Management16,414$401K0.3%+1,35013F-HRTimeline
WEALTHGARDEN F.S. LLC16,191$389K0.32%-5013F-HRTimeline
Diligent Investors, LLC15,400$376K0.09%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,394$351K<0.01%+4,21213F-HRTimeline
1776 Wealth LLC13,763$336K0.14%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,129$320K<0.01%+3,85313F-HRTimelineGroup
Integrity Financial Corp /WA10,818$264K0.13%-9,06713F-HRTimeline
GTS SECURITIES LLC8,528$208K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC6,280$153K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,000$122K<0.01%new13F-HRTimelineGroup
Luken Investment Analytics, LLC4,839$118K0.05%-331,61913F-HRTimeline
DHJJ Financial Advisors, Ltd.4,495$110K0.04%-30013F-HRTimeline
UBS Group AGin group UBS Group AG4,223$103K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,007$73.4K<0.01%-7,00213F-HRTimeline
AE Wealth Management LLC2,912$71.1K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC2,267$55.3K0.03%-24,46613F-HRTimeline
IFP Advisors, Inc2,055$50.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,350$32.9K<0.01%-3213F-HRTimeline
Larson Financial Group LLC1,216$29.7K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC634$15K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC520$13K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…300$7.32K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC185$4.51K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.