Who Owns FIRST TR EXCHNG TRADED FD VI (SEPM)?Hedge Fund & Institutional Holders

$31.80+0.03 (+0.10%)BATS

Institutional Holders

32

as of Q4 2025

Total Institutional Value

$1.6170001303000103e+90T

% of Float Held

QoQ Change in Holders

+15 / -6

Price History

$29.05$29.80$30.54$31.29$32.03Sep 24Jun 25Mar 26

SEPM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Encompass More Asset ManagementNew Position+51K+$1.6B
ASHTON THOMAS SECURITIES, LLCNew Position+41K+$1.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+54K+$1.0B
Ashton Thomas Private Wealth, LLCNew Position+31K+$993.0M
IMC-Chicago, LLCNew Position+15K+$478.0M
LVZ, Inc.New Position+12K+$375.0M
Mutual Advisors, LLCNew Position+7K+$225.0M
HBW ADVISORY SERVICES LLCNew Position+26K+$813K
PARK AVENUE SECURITIES LLCNew Position+25K+$809K
Americana Partners, LLCNew Position+21K+$674K
Noble Wealth Management PBCNew Position+3K+$94K
Waverly Advisors, LLCNew Position+12K+$0
IFP Advisors, IncNew Position+10K+$0
AE Wealth Management LLCNew Position+13K+$0
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+9K+$0

SEPM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-5K-$1.0B
BRASS TAX WEALTH MANAGEMENT, INCClosed Position-13K-$403.3M
Defined Financial Planning LLCClosed Position-12K-$381.8M
CITADEL ADVISORS LLCClosed Position-12K-$370.6M
JANE STREET GROUP, LLCClosed Position-11K-$357.3M
Creekmur Asset Management LLCClosed Position-7K-$229.3M
HARBOUR INVESTMENTS, INC.Decreased-5K-$188.5M
BARCLAYS PLCDecreased-3K-$148.2M
Advisory Services Network, LLCClosed Position-4K-$113.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Encompass More Asset Management50,849$1.6B0.30%Share
2ASHTON THOMAS SECURITIES, LLC40,992$1.3B0.25%Share
3COMMONWEALTH EQUITY SERVICES, LLC53,672$1.0B0.00%Share
4Ashton Thomas Private Wealth, LLC31,238$993.0M0.02%Share
5IMC-Chicago, LLC15,046$478.0M0.00%Share
6LVZ, Inc.11,799$375.0M0.04%Share
7NOVEM GROUP10,995$349.0M0.04%Share
8Anfield Capital Management, LLC8,336$265.0M0.08%Share
9Mutual Advisors, LLC7,092$225.0M0.00%Share
10Main Street Financial Solutions, LLC6,598$209.0M0.02%Share
11Farther Finance Advisors, LLC169$5.0M0.00%Share
12HBW ADVISORY SERVICES LLC25,589$813K0.09%Share
13PARK AVENUE SECURITIES LLC25,445$809K0.01%Share
14Americana Partners, LLC21,207$674K0.02%Share
15Gallagher Fiduciary Advisors, LLC8,015$254K0.01%Share
16Capital Analysts, LLC3,107$99K0.00%Share
17Noble Wealth Management PBC1,500$47K0.03%Share
18Noble Wealth Management PBC1,500$47K0.02%Share
19HARBOUR INVESTMENTS, INC.1,350$42K0.00%Share
20BARCLAYS PLC1,912$00.00%Share
21IFP Advisors, Inc10,180$00.00%Share
22Mariner, LLC19,842$00.00%Share
23Cetera Investment Advisers26,792$00.00%Share
24Waverly Advisors, LLC11,632$00.00%Share
25SUSQUEHANNA INTERNATIONAL GROUP, LLP25,244$00.00%Share
26OSAIC HOLDINGS, INC.1,000$00.00%Share
27Kestra Advisory Services, LLC20,235$00.00%Share
28Cambridge Investment Research Advisors, Inc.13,530$00.00%Share
29FOUNDATIONS INVESTMENT ADVISORS, LLC9,243$00.00%Share
30Atria Investments, Inc12,770$00.00%Share
31OSAIC HOLDINGS, INC.6,665$00.00%Share
32AE Wealth Management LLC12,807$00.00%Share

SEPM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202530$6.8B+9
Q3 202521$5.3B-8
Q2 202529$12.5B+4
Q1 202525$12.1B+2
Q4 202423$8.7B+11
Q3 202412$2.5B

As of Q4 2025, 32 institutional investors hold SEPM (FIRST TR EXCHNG TRADED FD VI). The largest holder is Encompass More Asset Management with $1.6B in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own SEPM?

As of Q4 2025, 32 institutional investors report holding SEPM (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.

Who is the largest institutional holder of SEPM?

The largest institutional holder of SEPM is Encompass More Asset Management with $1.6B in shares.

Is institutional ownership of SEPM increasing or decreasing?

This quarter, 15 institutions opened new positions in SEPM and 6 closed their positions.