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DSEP · Insider trading · 13F holders · Congress trades

First Tr Exchng Traded Fd Vi (DSEP)

Who is buying and selling DSEP: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
12
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

DSEP at a glance

  • No open-market insider purchases or sales of DSEP were filed in the last 90 days.
  • 12 13F filers hold DSEP among their 50 largest positions, worth $44.8M combined. The biggest bets by portfolio weight are Spectrum Asset Management, Inc. (NB/CA) (3.8%), Winnacle Wealth LLC (3.1%) and REAP Financial Group, LLC (1.8%).
  • No member of Congress has disclosed a trade in DSEP.

DSEP insider trading

No open-market insider purchases or sales of DSEP were filed in the last 90 days.

Who owns DSEP? Hedge funds and superinvestors

12 13F filers hold DSEP among their 50 largest positions, worth $44.8M combined. The biggest bets by portfolio weight are Spectrum Asset Management, Inc. (NB/CA) (3.8%), Winnacle Wealth LLC (3.1%) and REAP Financial Group, LLC (1.8%).

13F filers holding DSEP
Manager% of portfolioValueSharesLast quarter13F
Spectrum Asset Management, Inc. (NB/CA)Asset manager3.8%$13.0M266,981+4.8% sharesQ3 2026
REAP Financial Group, LLCWealth manager1.8%$10.6M222,958-2.2% sharesQ2 2026
Winnacle Wealth LLCWealth manager3.1%$4.7M97,157-11.6% sharesQ3 2026
Wood Tarver Financial Group, LLCWealth manager1.0%$4.2M88,810-7.3% sharesQ2 2026
Ogorek Anthony Joseph /ny/ /advInvestment manager0.9%$3.5M74,812+0.0% sharesQ2 2026
LifeWealth Investments, LLCWealth manager0.7%$2.6M53,000-5.1% sharesQ3 2026
Hardworking Capital Advisors, LLCWealth manager1.8%$2.0M41,041-3.3% sharesQ3 2026
Tounjian Advisory Partners, LLCWealth manager0.5%$1.2M24,897—Q2 2026
Santori & Peters, Inc.Wealth manager0.3%$1.1M22,192—Q3 2026
Integrity Financial Corp /WAWealth manager0.4%$876K18,461—Q2 2026
Legacy Solutions, LLCWealth manager0.4%$542K11,089+0.0% sharesQ3 2026
Schwallier Wealth Management LLCWealth manager0.3%$397K8,377-0.6% sharesQ2 2026

Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 6). Screen DSEP in the grand portfolio →

DSEP stock trades by members of Congress

No member of Congress has disclosed a trade in DSEP.

DSEP questions and answers

Are insiders buying DSEP stock?

No open-market insider purchases or sales of DSEP were filed in the last 90 days.

Which hedge funds own DSEP?

12 13F filers hold DSEP among their 50 largest positions, worth $44.8M combined. The biggest bets by portfolio weight are Spectrum Asset Management, Inc. (NB/CA) (3.8%), Winnacle Wealth LLC (3.1%) and REAP Financial Group, LLC (1.8%).

Has Congress traded DSEP?

No member of Congress has disclosed a trade in DSEP.

Who is the largest holder of DSEP?

Among 13F filers, Spectrum Asset Management, Inc. (NB/CA) reports the largest DSEP position, $13.0M (266,981 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Spectrum Asset Management, Inc. (NB/CA)'s: 3.8% of its portfolio.

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