YSEP · Insider trading · 13F holders · Congress trades
First Tr Exchng Traded Fd Vi (YSEP)
Who is buying and selling YSEP: 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
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
YSEP at a glance
- No open-market insider purchases or sales of YSEP were filed in the last 90 days.
- 4 13F filers hold YSEP among their 50 largest positions, worth $10.1M combined. The biggest bets by portfolio weight are Avantra Family Wealth, Inc. (1.0%), LM Advisors LLC (0.6%) and SOA Wealth Advisors, LLC. (0.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in YSEP.
YSEP insider trading
No open-market insider purchases or sales of YSEP were filed in the last 90 days.
Who owns YSEP? Hedge funds and superinvestors
4 13F filers hold YSEP among their 50 largest positions, worth $10.1M combined. The biggest bets by portfolio weight are Avantra Family Wealth, Inc. (1.0%), LM Advisors LLC (0.6%) and SOA Wealth Advisors, LLC. (0.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| LM Advisors LLCWealth manager | 0.6% | $5.5M | 199,617 | +3689.2% shares | Q2 2026 |
| SOA Wealth Advisors, LLC.Wealth manager | 0.4% | $2.5M | 89,438 | -0.9% shares | Q2 2026 |
| Avantra Family Wealth, Inc.Wealth manager | 1.0% | $1.7M | 60,538 | +5.2% shares | Q3 2026 |
| Five Pine Wealth ManagementWealth manager | 0.2% | $394K | 13,917 | -1.8% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 2). Screen YSEP in the grand portfolio →
YSEP stock trades by members of Congress
No member of Congress has disclosed a trade in YSEP.
YSEP questions and answers
Are insiders buying YSEP stock?
No open-market insider purchases or sales of YSEP were filed in the last 90 days.
Which hedge funds own YSEP?
4 13F filers hold YSEP among their 50 largest positions, worth $10.1M combined. The biggest bets by portfolio weight are Avantra Family Wealth, Inc. (1.0%), LM Advisors LLC (0.6%) and SOA Wealth Advisors, LLC. (0.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded YSEP?
No member of Congress has disclosed a trade in YSEP.
Who is the largest holder of YSEP?
Among 13F filers, LM Advisors LLC reports the largest YSEP position, $5.5M (199,617 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Avantra Family Wealth, Inc.'s: 1.0% of its portfolio.
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