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GSEPGSEP
3 quarters

Position history for WAWaverly Advisors, LLC's holdings in FIRST TR EXCHNG TRADED FD VI

Waverly Advisors, LLC holds 14,695 shares of GSEP (FIRST TR EXCHNG TRADED FD VI), worth $601,907 as of 2026-Q2. The position was decreased (-1.0% shares). GSEP represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$601,907

Current Shares

14,695

Total Value Change

-$15,221

Total Shares Change

-1,235

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
14,695
-1.0%
$601,9070.0%$40.96
0
2026-Q1
Decreased
14,850
-6.8%
$565,9340.0%$38.81
0
2025-Q4
New
15,930
-
$617,1280.0%$38.86
34

Other major holders of GSEP: AE Wealth Management LLC, RAYMOND JAMES FINANCIAL INC

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