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Disclosery

YSEP FIRST TR EXCHNG TRADED FD VI

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FT VEST INT EQ M (fund)

69 managers (69 13F filers) reported a position in YSEP shares at 2025-12-31, 3,240,296 shares in all. 16 filers opened a position and 3 filers sold out during the quarter.

Managers
69
13F filers
69
New
16
Added
26
Reduced
14
Sold out
3
Shares held by filers
3,240,296

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
OGOREK ANTHONY JOSEPH /NY/ /ADV515,023$13.4M3.68%-5,38813F-HRTimeline
Sterling Manor Financial, LLC383,280$9.97M6.22%+2,74513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC266,898$6.94M<0.01%+26,22213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC219,972$5.72M0.01%+31,36213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\215,573$5.61M0.01%+32,21113F-HRTimelineGroup
SOA Wealth Advisors, LLC.176,431$4.59M0.78%-10,34813F-HRTimeline
Modern Wealth Management, LLC142,008$3.69M0.07%new13F-HRTimeline
Clear Creek Financial Management, LLC132,617$3.45M0.28%+2,13613F-HRTimeline
Cetera Investment Advisers113,067$2.94M<0.01%+15,48213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,711$2.72M<0.01%-25,81413F-HRTimelineGroup
LPL Financial LLC78,562$2.04M<0.01%-4,06513F-HRTimeline
NorthCrest Asset Manangement, LLC77,461$2.04M0.05%-4,02513F-HRTimeline
Cambridge Investment Research Advisors,…61,821$1.61M<0.01%+18,28713F-HRTimeline
Avantra Family Wealth, Inc.55,590$1.45M1.05%+1,05813F-HRTimeline
Advisory Services Network, LLC52,308$1.36M0.02%+1,04213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,118$1.02M<0.01%+2,98213F-HRTimelineGroup
Noble Wealth Management PBC35,785$931K0.47%-2,05313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED34,468$899K0.06%+5,74113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,053$808K<0.01%new13F-HR/ATimelineGroup
Ignite Planners, LLC29,954$798K0.12%+3,45413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,556$795K<0.01%+17,80213F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC27,959$727K0.03%new13F-HRTimeline
WEALTHGARDEN F.S. LLC24,656$657K0.43%+3,64313F-HRTimeline
Sunbelt Securities, Inc.23,641$615K0.04%+3,61113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,234$604K<0.01%013F-HR/ATimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding22,283$580K-364Timeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,966$545K<0.01%+7,02313F-HRTimelineGroup
Janney Montgomery Scott LLC19,364$504K<0.01%+6,99113F-HRTimeline
HARBOUR INVESTMENTS, INC.18,418$479K0.01%+12,02013F-HRTimeline
Prospera Financial Services Inc18,110$471K0.01%-87813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,660$433K<0.01%+5,77913F-HRTimelineGroup
Arkadios Wealth Advisors16,166$421K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,858$420K<0.01%+5,50813F-HRTimeline
Five Pine Wealth Management15,554$405K0.26%013F-HRTimeline
WINNACLE WEALTH LLC13,987$378K0.28%-1,99413F-HRTimeline
MGO ONE SEVEN LLC13,741$357K0.01%new13F-HRTimeline
Kovack Advisors, Inc.13,693$356K0.02%new13F-HR/ATimeline
Avidian Wealth Enterprises, LLC12,679$330K0.01%new13F-HRTimeline
Diligent Investors, LLC12,350$321K0.08%+40013F-HRTimeline
1776 Wealth LLC12,339$321K0.12%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,320$268K0.02%+8,53613F-HRTimeline
Grantvest Financial Group LLC10,268$267K0.17%new13F-HRTimeline
LEGACY SOLUTIONS, LLC8,955$233K0.2%new13F-HRTimeline
Sigma Planning Corp8,477$221K0.01%-8,51313F-HRTimeline
Merit Financial Group, LLC8,261$215K<0.01%-28913F-HRTimeline
LM Advisors LLC5,462$210K4.03%-204,47913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…7,710$201K0.06%+5,91513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.5,700$148K0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.5,249$137K0.05%-13013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,000$130K<0.01%013F-HR/ATimelineGroup
Integrity Financial Corp /WA3,542$92.1K0.05%+78013F-HRTimeline
Benson Wealth Management INC3,533$91.9K0.1%13F-HRTimeline
AE Wealth Management LLC2,912$75.8K<0.01%013F-HRTimeline
Camelot Portfolios, LLC2,712$70.6K0.04%new13F-HRTimeline
IFP Advisors, Inc2,380$61.9K<0.01%+32513F-HRTimeline
Whipplewood Advisors, LLC2,225$57.9K0.04%-18613F-HRTimeline
Steward Partners Investment Advisory, L…1,677$43.6K<0.01%013F-HRTimeline
Signature Equity Partners, LLC1,565$40.7K0.02%13F-HRTimeline
Sound Income Strategies, LLC1,340$35.6K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,216$31.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,022$26.6K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…791$20.6K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC634$16K<0.01%013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC520$14K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO292$7.6K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG260$6.76K<0.01%-31513F-HRTimelineGroup
Farther Finance Advisors, LLC185$4.81K<0.01%013F-HRTimeline
Strive Financial Group ,LLC113$2.94K<0.01%13F-HR/ATimeline
Smartleaf Asset Management LLC61$1.59K<0.01%new13F-HRTimeline