DSEP institutional holders

FIRST TR EXCHNG TRADED FD VI · 13F, 2026Q2

Managers holding108
Shares held3,118,347
Reported value$147.9m
Quarter flows12 new, 14 added, 45 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC368,468$17.5m0.0%
Spectrum Asset Management, Inc. (NB/CA)254,816$12.1m3.4%
REAP Financial Group, LLC222,958$10.6m1.8%
Cetera Investment Advisers134,433$6.4m0.0%
Kestra Advisory Services, LLC126,233$6.0m0.0%
MML INVESTORS SERVICES, LLC116,561$5.5m0.0%
WINNACLE WEALTH LLC109,924$5.2m3.5%
Wood Tarver Financial Group, LLC88,810$4.2m1.0%
COMMONWEALTH EQUITY SERVICES, LLC87,804$4.2m0.0%
FOUNDERS FINANCIAL SECURITIES LLC82,148$3.9m0.2%
OSAIC HOLDINGS, INC.81,306$3.9m0.0%
LPL Financial LLC77,466$3.7m0.0%
OGOREK ANTHONY JOSEPH /NY/ /ADV74,812$3.5m0.9%
RAYMOND JAMES FINANCIAL INC73,913$3.5m0.0%
Advyzon Investment Management, LLC71,876$3.4m0.2%
Maia Wealth LLC62,732$3.0m0.4%
TRUIST FINANCIAL CORP59,115$2.8m0.0%
LifeWealth Investments, LLC55,849$2.6m0.7%
HARBOUR INVESTMENTS, INC.54,102$2.6m0.0%
Hardworking Capital Advisors, LLC42,426$2.0m1.6%
Ignite Planners, LLC38,301$1.8m0.2%
Cambridge Investment Research Advisors, Inc.33,106$1.6m0.0%
JPMORGAN CHASE & CO30,073$1.4m0.0%
Prospera Financial Services Inc27,189$1.3m0.0%
Kovack Advisors, Inc.25,672$1.2m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DSEP"). DSEP price history · All 13F data

Get a free API keySee history bundlesDownload free samples