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FSEP · Insider trading · 13F holders · Congress trades

First Tr Exchng Traded Fd Vi (FSEP)

Who is buying and selling FSEP: 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
17
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

FSEP at a glance

  • No open-market insider purchases or sales of FSEP were filed in the last 90 days.
  • 17 13F filers hold FSEP among their 50 largest positions, worth $83.1M combined. The biggest bets by portfolio weight are Schulz Wealth, LTD. (2.9%), BAM Wealth Management, LLC (2.8%) and 1776 Wealth LLC (1.4%).
  • No member of Congress has disclosed a trade in FSEP.

FSEP insider trading

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

Who owns FSEP? Hedge funds and superinvestors

17 13F filers hold FSEP among their 50 largest positions, worth $83.1M combined. The biggest bets by portfolio weight are Schulz Wealth, LTD. (2.9%), BAM Wealth Management, LLC (2.8%) and 1776 Wealth LLC (1.4%).

13F filers holding FSEP
Manager% of portfolioValueSharesLast quarter13F
Wealthcare Advisory Partners LLCWealth manager0.7%$42.5M743,635+0.2% sharesQ3 2026
REAP Financial Group, LLCWealth manager1.2%$6.9M125,551-9.0% sharesQ2 2026
Schulz Wealth, LTD.Wealth manager2.9%$5.7M103,086+1.0% sharesQ2 2026
BAM Wealth Management, LLCWealth manager2.8%$5.2M90,310—Q3 2026
Keystone Wealth Services, LLCWealth manager1.0%$5.1M93,482-0.8% sharesQ2 2026
1776 Wealth LLCWealth manager1.4%$4.0M73,408+0.0% sharesQ2 2026
Integrity Financial Corp /WAWealth manager1.1%$2.3M42,121-2.1% sharesQ2 2026
New Wave Wealth Advisors LLCWealth manager0.6%$2.1M36,870—Q3 2026
Sloy Dahl & Holst, LLCInstitutional asset manager0.2%$1.7M29,951-1.7% sharesQ3 2026
FWG Investments, LLC.Wealth manager0.8%$1.6M28,845-0.1% sharesQ2 2026
Semus Wealth Partners LLCWealth manager0.7%$1.6M27,252—Q3 2026
American Alpha Advisors, LLCWealth manager0.7%$1.2M22,437-0.1% sharesQ2 2026
Legacy Solutions, LLCWealth manager0.9%$1.2M20,674+0.0% sharesQ3 2026
Swmg, LLCWealth manager0.2%$780K13,621+0.0% sharesQ3 2026
ACT Advisors, LLC.Wealth manager0.2%$581K10,172-18.4% sharesQ3 2026
Share Andrew L.Investment manager0.2%$330K6,000+0.0% sharesQ2 2026
Capital CS Group, LLCInstitutional asset manager0.4%$248K4,335—Q3 2026

Each manager counts with its latest 13F (Q3 2026: 9, Q2 2026: 8). Screen FSEP in the grand portfolio →

FSEP stock trades by members of Congress

No member of Congress has disclosed a trade in FSEP.

FSEP questions and answers

Are insiders buying FSEP stock?

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

Which hedge funds own FSEP?

17 13F filers hold FSEP among their 50 largest positions, worth $83.1M combined. The biggest bets by portfolio weight are Schulz Wealth, LTD. (2.9%), BAM Wealth Management, LLC (2.8%) and 1776 Wealth LLC (1.4%).

Has Congress traded FSEP?

No member of Congress has disclosed a trade in FSEP.

Who is the largest holder of FSEP?

Among 13F filers, Wealthcare Advisory Partners LLC reports the largest FSEP position, $42.5M (743,635 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Schulz Wealth, LTD.'s: 2.9% of its portfolio.

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