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Disclosery

YSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST INT EQ M (fund)

52 managers (53 13F filers) reported a position in YSEP shares at 2025-09-30, 3,037,142 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
52
13F filers
53
New
8
Added
17
Reduced
16
Sold out
4
Shares held by filers
3,037,142

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$13.3M3.79%013F-HRTimeline
Sterling Manor Financial, LLC380,535$9.7M6.12%+113,22613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC240,676$6.14M<0.01%+31,54813F-HRTimelineGroup
LM Advisors LLC209,941$5.35M0.77%+1,99313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC188,610$4.81M0.01%-67,18413F-HRTimeline
SOA Wealth Advisors, LLC.186,779$4.76M0.82%-1,05813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\183,362$4.68M0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC130,481$3.33M0.29%-65913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,525$3.26M<0.01%+6,00413F-HRTimelineGroup
Cetera Investment Advisers97,585$2.49M<0.01%+16,88313F-HRTimeline
LPL Financial LLC82,627$2.11M<0.01%+10,72913F-HRTimeline
NorthCrest Asset Manangement, LLC81,486$2.09M0.05%+20,01013F-HRTimeline
Avantra Family Wealth, Inc.54,532$1.39M1.04%-102,15613F-HRTimeline
Advisory Services Network, LLC51,266$1.31M0.02%+37613F-HRTimeline
Cambridge Investment Research Advisors,…43,534$1.11M<0.01%-18,33813F-HRTimeline
Noble Wealth Management PBC37,838$965K0.51%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,136$921K<0.01%+2,21213F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED28,727$733K0.05%-21,95613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,558$677K<0.01%new13F-HRTimelineGroup
Ignite Planners, LLC26,500$676K0.11%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,234$592K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding22,647$577K-1,572Timeline
WEALTHGARDEN F.S. LLC21,013$540K0.39%+4,82213F-HRTimeline
Sunbelt Securities, Inc.20,030$511K0.04%013F-HRTimeline
Prospera Financial Services Inc18,988$484K0.01%013F-HRTimeline
Sigma Planning Corp16,990$433K0.01%+53213F-HRTimeline
WINNACLE WEALTH LLC15,981$416K0.33%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,153$412K<0.01%-8,45213F-HRTimelineGroup
Five Pine Wealth Management15,554$397K0.27%-86013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,943$356K<0.01%+81413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,754$325K<0.01%-190,55413F-HRTimelineGroup
Janney Montgomery Scott LLC12,373$316K<0.01%new13F-HRTimeline
1776 Wealth LLC12,339$315K0.12%-1,42413F-HRTimeline
Diligent Investors, LLC11,950$305K0.08%-3,45013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,881$277K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,350$265K<0.01%-4,04413F-HRTimeline
Merit Financial Group, LLC8,550$218K<0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.6,398$163K<0.01%+3,39113F-HRTimeline
DHJJ Financial Advisors, Ltd.5,379$137K0.05%+88413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,000$128K<0.01%013F-HR/ATimelineGroup
AE Wealth Management LLC2,912$74.3K<0.01%013F-HRTimeline
Integrity Financial Corp /WA2,762$70.4K0.03%-8,05613F-HRTimeline
Whipplewood Advisors, LLC2,411$61.5K0.04%+14413F-HRTimeline
IFP Advisors, Inc2,055$52.4K<0.01%013F-HR/ATimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,795$45.8K0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,784$45.5K<0.01%+43413F-HRTimeline
Steward Partners Investment Advisory, L…1,677$42.8K<0.01%+1,37713F-HRTimeline
Larson Financial Group LLC1,216$31K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC634$16K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG575$14.7K<0.01%-3,64813F-HRTimelineGroup
CWM, LLCin group CWM, LLC520$13K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC185$4.72K<0.01%013F-HRTimeline