FSEP institutional holders

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

Managers holding151
Shares held4,857,171
Reported value$267.5m
Quarter flows15 new, 24 added, 69 trimmed, 17 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Wealthcare Advisory Partners LLC741,908$40.9m0.8%
ASSETMARK, INC298,150$16.4m0.0%
OSAIC HOLDINGS, INC.297,940$16.4m0.0%
Cetera Investment Advisers217,847$12.0m0.0%
LPL Financial LLC212,430$11.7m0.0%
ENVESTNET ASSET MANAGEMENT INC196,805$10.8m0.0%
COMMONWEALTH EQUITY SERVICES, LLC191,163$10.5m0.0%
RAYMOND JAMES FINANCIAL INC182,416$10.0m0.0%
REAP Financial Group, LLC125,551$6.9m1.2%
Kestra Advisory Services, LLC110,990$6.1m0.0%
Schulz Wealth, LTD.103,086$5.7m2.9%
Keystone Wealth Services, LLC93,482$5.1m1.0%
Strategic Blueprint, LLC84,737$4.7m0.2%
MML INVESTORS SERVICES, LLC84,069$4.6m0.0%
1776 Wealth LLC73,408$4.0m1.4%
Cambridge Investment Research Advisors, Inc.69,276$3.8m0.0%
Prospera Financial Services Inc69,160$3.8m0.1%
HARBOUR INVESTMENTS, INC.67,191$3.7m0.0%
HRT FINANCIAL LP62,632$3.4m0.0%
Fragasso Financial Advisors Inc60,522$3.3m0.2%
OLD MISSION CAPITAL LLC58,463$3.2m0.1%
ERn Financial, LLC42,838$2.4m0.4%
Integrity Financial Corp /WA42,121$2.3m1.1%
Steward Partners Investment Advisory, LLC34,882$1.9m0.0%
Rockefeller Capital Management L.P.32,507$1.8m0.0%

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

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