Who Owns SEPM?
FIRST TR EXCHNG TRADED FD VI — Institutional Ownership & 13F Holdings
$32.41
+0.04 (+0.12%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
25
Total Inst. Value
$11.3M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Encompass More Asset Management | $2.9M | 96,788 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 47,135 |
| 3 | ASHTON THOMAS SECURITIES, LLC | $1.1M | 37,402 |
| 4 | Cetera Investment Advisers | $988K | 33,217 |
| 5 | Donald L. Hagan, LLC | $922K | 31,014 |
| 6 | AE Wealth Management LLC | $533K | 17,918 |
| 7 | LVZ, Inc. | $351K | 11,799 |
| 8 | WT Wealth Management | $335K | 11,255 |
| 9 | BRASS TAX WEALTH MANAGEMENT, INC | $317K | 10,652 |
| 10 | Cambridge Investment Research Advisors, Inc. | $308K | 10,345 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +336 | $1.4M |
| OSAIC HOLDINGS, INC. | +1K | $235K |
| BARCLAYS PLC | +83 | $159K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cetera Investment Advisers | -23K | $988K |
| AE Wealth Management LLC | -8K | $533K |
| Creekmur Asset Management LLC | -6K | $130K |
| Kestra Advisory Services, LLC | -2K | $467 |
| Steward Partners Investment Advisory, LLC | -600 | $3K |
Frequently Asked Questions
How many institutional investors hold SEPM?
As of Q1 2025, 25 institutional investors report holding SEPM (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.
Which hedge fund owns the most SEPM?
The largest institutional holder of SEPM is Encompass More Asset Management with $2.9M in shares.
Are institutions buying or selling SEPM?
This quarter, 8 institutions opened new positions in SEPM and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.