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Disclosery

FTA FIRST TR EXCHANGE-TRADED ALP

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COM SHS (fund)

215 managers (219 13F filers) reported a position in FTA shares at 2026-03-31, 9,752,566 shares in all. 22 filers opened a position and 9 filers sold out during the quarter.

Managers
215
13F filers
219
New
22
Added
78
Reduced
75
Sold out
9
Shares held by filers
9,752,566

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,806,123$167M0.01%-203,28813F-HRTimelineGroup
LPL Financial LLC1,070,746$98.9M0.03%+68,91713F-HRTimeline
UBS Group AGgroup of 2 filers holding985,119$91M+12,506Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding408,803$37.8M-339Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/391,307$36.1M<0.01%+44,25913F-HRTimelineGroup
Cetera Investment Advisers345,175$31.9M0.03%+1,68513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA298,949$27.6M0.01%+1,39413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC295,102$27.3M0.01%+57,83513F-HRTimelineGroup
Integrated Wealth Concepts LLC198,478$18.3M0.15%+188,21913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN197,337$18.2M<0.01%+2,29113F-HR/ATimelineGroup
Kingsview Wealth Management, LLC176,755$16.3M0.22%-14,92113F-HRTimeline
NewEdge Advisors, LLC156,182$14.4M0.05%+56,79713F-HR/ATimeline
Cambridge Investment Research Advisors,…146,260$13.5M0.03%-12,72313F-HRTimeline
Private Advisor Group, LLC144,185$13.3M0.06%-7,07813F-HRTimeline
Holistic Financial Partners140,644$13M4.83%+2,56313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC138,721$12.8M0.03%-2,28113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC129,241$11.9M0.02%-4,57513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.116,811$10.8M0.02%-18,54413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC104,778$9.68M0.1%+10,47613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC102,371$9.45M<0.01%+17,84913F-HRTimelineGroup
Kaydan Wealth Management, Inc.88,824$8.2M2.74%-42713F-HRTimeline
IHT Wealth Management, LLC80,410$7.43M0.17%-7,69613F-HRTimeline
HARBOUR INVESTMENTS, INC.76,014$7.02M0.11%-24,59013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.75,857$7.01M0.01%+44,88513F-HRTimelineGroup
Janney Montgomery Scott LLC72,129$6.66M0.02%+7,17013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP70,422$6.5M0.01%-6,46513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.70,116$6.48M0.07%-26,07213F-HRTimeline
Gateway Wealth Partners, LLC69,377$6.41M0.25%+35,44913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP69,115$6.38M0.01%+11,01913F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC57,809$5.34M3.76%-2,27913F-HRTimeline
Snowden Capital Advisors LLC57,408$5.3M0.14%+2,01113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.62M<0.01%new13F-HRTimelineGroup
Midwest Heritage Bank, FSB46,264$4.27M1.37%-8,82113F-HRTimeline
Prospera Financial Services Inc43,883$4.05M0.07%+1,71513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp42,322$3.91M<0.01%+2,17013F-HRTimelineGroup
IFP Advisors, Inc41,744$3.86M0.08%-65613F-HRTimeline
Creative Planningin group Creative Planning41,710$3.85M<0.01%+1,92413F-HRTimelineGroup
Trueblood Wealth Management, LLC40,958$3.78M1.48%+5613F-HRTimeline
Independent Advisor Alliance39,710$3.67M0.04%new13F-HRTimeline
Atria Investments, Inc37,581$3.47M0.04%-3,46113F-HRTimeline
D.A. DAVIDSON & CO.37,408$3.45M0.02%-37413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding35,679$3.29M-26,115Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,376$3.27M<0.01%+31,60013F-HRTimelineGroup
AE Wealth Management LLC30,404$2.81M0.02%-40,34313F-HRTimeline
Regal Investment Advisors LLC27,907$2.58M0.15%-11013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC27,421$2.53M0.88%-4,26913F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding26,666$2.46M+13,357Timeline
Orion Porfolio Solutions, LLC25,580$2.36M0.02%+57913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,959$2.21M<0.01%+12,13213F-HRTimelineGroup
Triton Wealth Management, PLLC23,155$2.13M0.79%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,686$2.08M<0.01%+3,46913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,873$2.02M0.02%+23413F-HRTimelineGroup
Midwest Financial Network, LLC21,697$2M1.59%-6,41313F-HRTimeline
RFG Advisory, LLC21,572$1.99M0.04%+17,20113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.21,393$1.98M0.62%-64313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …20,583$1.9M0.1%-1,58713F-HRTimelineGroup
Sanctuary Advisors, LLC19,279$1.78M0.01%+21213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,080$1.74M<0.01%+24313F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,506$1.59M0.01%-42313F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC16,834$1.55M0.22%-4113F-HRTimeline
NewEdge Wealth, LLC16,806$1.55M0.02%+1413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,185$1.49M<0.01%new13F-HRTimelineGroup
Pacific Excel Wealth Advisors, Inc.16,139$1.49M1.57%+6,08413F-HRTimeline
HBW ADVISORY SERVICES LLC15,178$1.4M0.15%+27113F-HRTimeline
Parallel Advisors, LLC14,879$1.37M0.02%+12,61813F-HR/ATimeline
Arkadios Wealth Advisors14,562$1.34M0.02%+1,18013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,467$1.34M<0.01%-46713F-HRTimelineGroup
Waverly Advisors, LLC14,077$1.3M0.01%-2413F-HRTimeline
Western Wealth Management, LLC14,010$1.29M0.05%-1,13813F-HR/ATimeline
MML INVESTORS SERVICES, LLC13,706$1.27M<0.01%-21213F-HRTimeline
Chicago Partners Investment Group LLC12,745$1.21M0.03%+3613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,944$1.2M<0.01%-1,34413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,892$1.19M0.01%-1,15913F-HRTimelineGroup
Richmond Investment Services, LLC12,494$1.15M0.19%-75213F-HRTimeline
Sun Financial Inc12,355$1.15M0.58%+38913F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC12,365$1.14M0.05%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,132$1.12M0.02%+37013F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC11,848$1.09M0.7%+113F-HRTimeline
Proactive Wealth Strategies LLC11,258$1.04M0.2%+5,65113F-HRTimeline
RMR Capital Management, LLC11,160$1.03M0.74%-3513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,053$928K<0.01%+1613F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC9,574$884K0.47%+6513F-HRTimeline
Keystone Wealth Services, LLC9,380$866K0.19%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,375$866K0.01%+7713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC9,267$856K0.02%-1,20913F-HR/ATimeline
Blackhawk Capital Partners, LLC9,150$845K0.31%+43013F-HRTimeline
Allworth Financial LP8,647$799K<0.01%-25413F-HRTimeline
Eukles Asset Management7,754$716K0.32%-1,05913F-HRTimeline
Morey & Quinn Wealth Partners, LLC7,650$706K0.5%013F-HRTimeline
Mutual Advisors, LLC7,591$701K0.02%+10913F-HRTimeline
FLOW TRADERS U.S. LLC7,596$701K0.02%+3,98113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD7,550$697K0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,499$692K<0.01%+1,20113F-HRTimelineGroup
Three Seasons Wealth, LLC7,353$679K0.26%-65513F-HRTimeline
HighTower Advisors, LLC7,267$671K<0.01%+30113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,230$668K<0.01%+4,44213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,051$651K0.01%-28813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,990$646K<0.01%new13F-HRTimelineGroup
PFG Advisors6,908$638K0.03%-2,33113F-HRTimeline
Pinnacle Family Advisors, LLC6,852$633K0.3%-9313F-HRTimeline
Gladstone Institutional Advisory LLC6,485$599K0.02%+54113F-HRTimeline
FMR LLCin group FMR LLC6,467$597K<0.01%+2,22913F-HRTimelineGroup
Farther Finance Advisors, LLC6,464$595K0.01%+5,26313F-HRTimeline
Steward Partners Investment Advisory, L…6,416$592K<0.01%-4513F-HRTimeline
Clearwater Capital Advisors, LLC6,407$592K0.05%013F-HRTimeline
Founders Financial Alliance, LLC6,359$587K0.11%+20913F-HRTimeline
Keating Financial Advisory Services, In…6,284$580K0.09%+3,98613F-HRTimeline
STAR Financial Bank6,279$580K0.27%-20013F-HRTimeline
IFS Group,LLC6,233$576K0.51%13F-HRTimeline
NOVEM GROUP6,164$569K0.07%new13F-HRTimeline
Sigma Planning Corp5,830$538K0.01%+59513F-HRTimeline
MGO ONE SEVEN LLC5,791$535K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,711$527K<0.01%-11313F-HRTimelineGroup
American Institute for Advanced Investm…5,620$519K0.34%-5013F-HRTimeline
Independent Wealth Network Inc.5,365$495K0.15%-26213F-HRTimeline
Kraft, Davis & Associates, LLC5,134$487K0.1%+313F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,821$445K0.02%+1,61913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,813$444K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC4,601$425K0.01%+36513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,587$424K0.02%-10,37013F-HRTimelineGroup
BlueChip Wealth Advisors LLC4,518$417K0.18%-1,56713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,517$417K0.01%+25913F-HRTimelineGroup
Asset Allocation Strategies LLC4,513$417K0.07%-1,06013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,454$411K0.01%-80713F-HRTimeline
WealthTrust Asset Management, LLC4,256$393K0.23%+1,39413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,251$393K0.01%-22513F-HRTimelineGroup
1776 Wealth LLC4,224$390K0.15%013F-HRTimeline
KPP Advisory Services LLC4,186$387K0.06%013F-HRTimeline
Quantum Portfolio Management LLC4,182$386K0.17%new13F-HR/ATimeline
Valmark Advisers, Inc.4,143$383K<0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…3,786$350K0.02%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,610$333K0.01%-57013F-HRTimeline
&PARTNERS3,557$329K<0.01%-2013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,529$326K0.1%-13113F-HRTimeline
Index Technologies Group LLC3,438$317K0.35%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,374$312K<0.01%new13F-HRTimelineGroup
Sequent Planning LLC3,283$303K0.07%+55313F-HRTimeline
ABLE Financial Group, LLC3,277$303K0.06%-49513F-HRTimeline
Tidemark, LLC3,169$293K0.07%013F-HRTimeline
GeoWealth Management, LLC3,067$283K0.01%-92313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,062$283K<0.01%+5513F-HRTimeline
World Investment Advisors3,034$280K<0.01%+4513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth2,955$273K<0.01%013F-HRTimelineGroup
WESBANCO BANK INC2,949$272K0.01%-28513F-HRTimeline
Koshinski Asset Management, Inc.2,916$269K0.02%+113F-HRTimeline
Retirement Planning Group, LLC2,914$269K0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,880$266K0.01%-7013F-HRTimelineGroup
Avantax Planning Partners, Inc.2,855$264K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.2,847$263K0.01%+413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,835$262K0.04%013F-HRTimeline
Aprio Wealth Management, LLC2,833$262K0.01%+1113F-HRTimeline
MTM Investment Management, LLC2,705$250K0.08%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,664$246K0.01%new13F-HRTimeline
Cresset Asset Management, LLC2,655$245K<0.01%+213F-HRTimeline
626 Financial, LLC2,645$244K0.11%013F-HRTimeline
REAP Financial Group, LLC2,559$236K0.05%-21513F-HRTimeline
DHJJ Financial Advisors, Ltd.2,517$232K0.08%013F-HRTimeline
Key Client Fiduciary Advisors, LLC2,500$231K0.08%013F-HRTimeline
Pine Valley Investments Ltd Liability Co2,428$224K0.01%-413F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV2,395$221K0.19%-11013F-HRTimeline
Sequoia Financial Advisors, LLC2,361$218K<0.01%013F-HRTimeline
Bison Wealth, LLC2,313$214K0.02%+713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,282$211K0.02%-16,82413F-HRTimeline
CWM, LLCin group CWM, LLC2,237$207K<0.01%+68513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,217$205K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC2,201$203K0.06%-4913F-HRTimeline
TWO SIGMA SECURITIES, LLC2,173$201K0.02%new13F-HRTimeline
Hilton Head Capital Partners, LLC2,161$200K0.11%013F-HRTimeline
Rossby Financial, LCC2,130$196K0.04%+32113F-HRTimeline
MAI Capital Management2,120$196K<0.01%-5613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,947$180K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.1,885$174K0.11%-713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,864$172K0.01%+26313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,608$148K0.01%-3613F-HRTimeline
Sound Income Strategies, LLC1,548$143K0.01%013F-HRTimeline
2UniFi Bank1,485$137K0.07%013F-HRTimeline
Advisory Services Network, LLC1,298$120K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,259$116K0.01%-35613F-HRTimeline
Synergy Investment Management, LLC1,189$110K0.04%new13F-HRTimeline
Hilltop National Bank1,037$95.8K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.963$88.9K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL928$85.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC898$82.9K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC784$72K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.730$67.5K<0.01%+27513F-HRTimelineGroup
Smithfield Trust Co600$55K<0.01%-12013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC537$49.6K0.08%new13F-HRTimeline
Smartleaf Asset Management LLC508$46.4K<0.01%-5413F-HRTimeline
CX Institutional469$43K<0.01%+113F-HRTimeline
GAMMA Investing LLC438$40.4K<0.01%-12513F-HRTimeline
PRIVATE TRUST CO NA430$39.7K<0.01%-18313F-HRTimeline
Signature Equity Partners, LLC402$37.1K0.02%-113F-HRTimeline
Sunbelt Securities, Inc.370$34.2K<0.01%013F-HRTimeline
Main Street Group, LTD360$33.2K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…358$33.1K<0.01%+6113F-HRTimelineGroup
Asset Dedication, LLC343$31.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV300$27.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.300$27.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.267$25K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
My Portfolio Guide, LLC267$24.6K0.01%13F-HRTimeline