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Disclosery

FTCB FIRST TR EXCHANGE-TRADED FD

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CORE INVESTMENT (fund)

189 managers (193 13F filers) reported a position in FTCB shares at 2026-06-30, 94,935,864 shares in all. 21 filers opened a position and 20 filers sold out during the quarter.

Managers
189
13F filers
193
New
21
Added
124
Reduced
31
Sold out
20
Shares held by filers
94,935,864

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC17,077,917$356M0.08%+2,015,81213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,496,453$156M0.01%+521,52813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,188,205$108M-80,924Timeline
LVZ, Inc.3,242,759$67.6M6.87%+2,32413F-HRTimeline
Cetera Investment Advisers3,042,593$63.5M0.06%+291,62513F-HRTimeline
Bouchey Financial Group, Ltd.2,928,857$61.1M3.95%+1,040,58113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,873,314$59.9M0.81%+98,94113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,676,194$55.8M0.05%+239,53113F-HRTimelineGroup
KINTRA WEALTH, LLC2,224,625$45.9M2.4%+1,232,81013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,169,661$45.2M0.01%+2,112,47613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…2,004,030$41.8M0.47%+4,50013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,989,989$41.5M+83,448Timeline
&PARTNERS1,713,166$35.7M0.15%+215,59513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,537,298$32.1M0.01%+971,06613F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,525,720$31.8M0.07%+53,56313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,507,578$31.4M0.04%+292,54613F-HRTimelineGroup
Seascape Capital Management1,473,238$30.7M7.36%+58,45813F-HRTimeline
Centennial Wealth Advisory LLC1,418,530$29.6M6.39%+330,39013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,390,006$29M0.02%+156,91813F-HRTimelineGroup
Cyndeo Wealth Partners, LLC1,239,068$25.8M1.22%+34,24913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,237,110$25.8M0.24%+94,13413F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co1,204,179$25.1M1.07%+44,58113F-HRTimeline
Janney Montgomery Scott LLC1,153,269$24.1M0.05%+196,61713F-HRTimeline
Private Advisor Group, LLC1,133,034$23.6M0.11%+72,94713F-HRTimeline
First Heartland Consultants, Inc.991,947$20.7M1.34%+32,75913F-HRTimeline
Prospera Financial Services Inc954,758$19.9M0.29%-284,45213F-HRTimeline
Wealth Intelligence, LLC895,036$18.7M8.67%-47,14413F-HRTimeline
NewEdge Advisors, LLC865,944$18.1M0.05%+126,74113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC822,954$17.2M0.02%+102,91113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC806,567$16.8M0.31%+793,23013F-HRTimeline
Vestmark Advisory Solutions, Inc.805,157$16.8M0.16%+791,82013F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC787,315$16.4M4.38%+31,57913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC743,446$15.5M0.03%+79,91613F-HRTimelineGroup
Arax Advisory Partners660,774$13.8M0.09%+57,00813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.587,049$12.2M0.07%+49,65113F-HRTimelineGroup
APS Management Group, Inc.553,470$11.5M8.87%+44,14613F-HRTimeline
Mach-1 Financial Group, LLC544,300$11.4M4.4%-28,50013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp524,977$10.9M<0.01%+36,38813F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO512,764$10.7M0.89%+2,28013F-HRTimeline
HBW ADVISORY SERVICES LLC506,037$10.6M0.95%+16,70613F-HRTimeline
MGO ONE SEVEN LLC488,930$10.2M0.17%+44,16013F-HRTimeline
Dynamic Advisor Solutions LLC436,038$9.09M0.26%-77,69413F-HRTimeline
Orion Porfolio Solutions, LLC424,100$8.84M0.07%+26,91713F-HRTimeline
SageGuard Financial Group, LLC415,207$8.66M1.22%+115,16413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…409,143$8.53M0.07%+45,83113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC406,263$8.47M0.16%-30,88213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…395,051$8.24M0.91%+297,97513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC393,102$8.2M2.47%+88,59013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.383,230$7.99M2.25%+103,58613F-HRTimeline
Integrated Wealth Concepts LLC369,605$7.71M0.04%+158,98413F-HRTimeline
IHT Wealth Management, LLC361,995$7.55M0.16%-23913F-HRTimeline
Sigma Planning Corp353,922$7.38M0.19%+128,44713F-HRTimeline
Wagner Wealth Management, Corp352,867$7.36M5.94%+22,19413F-HRTimeline
Gateway Wealth Partners, LLC344,495$7.18M0.43%-113,99013F-HRTimeline
IFP Advisors, Inc332,441$6.93M0.13%+16,80313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…310,804$6.48M0.01%+86,38913F-HRTimelineGroup
Brendel Financial Advisors LLC270,749$5.65M2.61%+1,96513F-HRTimeline
Aureum Wealth Management, LLC259,086$5.4M3.35%+32,64913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC249,548$5.2M0.03%+11,44313F-HRTimelineGroup
Sanctuary Advisors, LLC246,781$5.15M0.02%+12,84813F-HRTimeline
Snowden Capital Advisors LLC242,624$5.06M0.12%-2,10013F-HRTimeline
Sun Financial Inc245,184$5.04M2.38%+1,58313F-HRTimeline
Kovack Advisors, Inc.236,866$4.93M0.24%+24,03113F-HRTimeline
Acorn Wealth Advisors, LLC208,786$4.35M1.06%+34,77013F-HRTimeline
Farther Finance Advisors, LLC206,317$4.3M0.03%+30,33913F-HRTimeline
Avior Wealth Management, LLC197,652$4.12M0.11%-71,15313F-HRTimeline
Philip James Wealth Mangement, LLC178,704$3.73M0.42%-13,32313F-HRTimeline
Prime Capital Investment Advisors, LLC170,836$3.56M0.03%-1,40713F-HRTimeline
Atria Investments, Inc168,379$3.51M0.04%+16,27613F-HRTimeline
Ashton Thomas Private Wealth, LLC165,810$3.46M0.07%+8,15213F-HRTimeline
Blackhawk Capital Partners, LLC156,745$3.27M1.07%+6,32013F-HRTimeline
NewEdge Wealth, LLC142,922$2.98M0.03%+37,80813F-HRTimeline
Kingsview Wealth Management, LLC141,034$2.94M0.04%+37,54413F-HRTimeline
Summit Financial, LLC130,295$2.72M0.03%-4,02413F-HRTimeline
Ferguson Shapiro LLC129,362$2.7M0.8%-39,56213F-HRTimeline
RFG Advisory, LLC125,602$2.62M0.04%+63,85113F-HRTimeline
BAM Wealth Management, LLC122,689$2.56M1.6%+36,50513F-HRTimeline
Arkadios Wealth Advisors119,800$2.5M0.04%+36,21313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management112,996$2.36M0.07%-11,13813F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding112,184$2.34M+77,032Timeline
MML INVESTORS SERVICES, LLC111,439$2.32M<0.01%+46,76313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC110,137$2.3M<0.01%-1,082,02613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC109,853$2.29M<0.01%new13F-HRTimelineGroup
Accurate Wealth Management, LLC102,534$2.13M0.2%+46,87213F-HRTimeline
Per Stirling Capital Management, LLC.101,909$2.13M0.2%+7,39713F-HRTimeline
Providence First Trust Co97,322$2.03M0.57%new13F-HRTimeline
Perigon Wealth Management, LLC90,100$1.88M0.03%+59313F-HRTimeline
Global Retirement Partners, LLC89,796$1.87M0.03%13F-HRTimeline
AE Wealth Management LLC89,149$1.86M0.01%-129,56213F-HRTimeline
Composition Wealth, LLC84,467$1.76M0.02%+3,11313F-HRTimeline
OneDigital Investment Advisors LLC84,255$1.76M0.01%+4,22613F-HRTimeline
Pinnacle Family Advisors, LLC82,790$1.73M0.72%+4,54613F-HRTimeline
CRUX WEALTH ADVISORS81,357$1.7M0.59%+1,41213F-HRTimeline
Altium Investment Strategies LLC79,347$1.64M2.37%+23,68513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC77,337$1.61M0.11%-1,19913F-HRTimeline
IFG Advisory, LLC75,815$1.58M0.06%new13F-HRTimeline
PKS Advisory Services, LLC68,838$1.44M0.23%+1,15513F-HRTimeline
FLOW TRADERS U.S. LLC66,372$1.38M0.06%+1,98113F-HRTimeline
Asset Allocation Strategies LLC64,284$1.34M0.21%+15,63913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd64,017$1.34M0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.62,700$1.31M0.71%+1,70413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC60,162$1.25M0.02%+5,31213F-HRTimelineGroup
Nova Wealth Management, Inc.58,956$1.23M0.68%-13,51413F-HRTimeline
NI ACQUISITIONS COMPANY, LLC1,127$1.2M0.51%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC54,875$1.14M0.79%+24,27513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management52,075$1.09M0.01%new13F-HRTimelineGroup
World Investment Advisors50,134$1.05M0.02%+3,46713F-HRTimeline
Medallion Wealth Advisors, LLC48,896$1.02M0.32%+6,34613F-HRTimeline
Americana Partners, LLC47,932$1000K0.02%new13F-HRTimeline
Impact Partnership Wealth, LLC46,523$970K0.09%-83213F-HRTimeline
Keystone Wealth Services, LLC44,769$934K0.17%+59713F-HRTimeline
GENTRY PRIVATE WEALTH, LLC41,264$861K0.44%+1,63413F-HRTimeline
GeoWealth Management, LLC40,595$847K0.03%+2,52413F-HRTimeline
CALTON & ASSOCIATES, INC.38,800$809K0.12%+50713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC37,716$787K0.21%+1,36013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED37,104$774K0.05%+8,00313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,969$729K0.01%-84313F-HRTimelineGroup
NOVEM GROUP34,364$717K0.07%+2,10513F-HRTimeline
INTEGRITY ALLIANCE, LLC.32,098$669K0.02%+6,01713F-HRTimeline
Maia Wealth LLC31,770$663K0.1%-4,71613F-HRTimeline
Strategic Blueprint, LLC30,722$641K0.03%+1,66713F-HRTimeline
Faithward Advisors, LLC29,847$622K0.08%-89613F-HRTimeline
Mutual Advisors, LLC28,829$601K0.01%+5,80513F-HRTimeline
Sequent Planning LLC28,170$587K0.13%+8,88713F-HRTimeline
Savvy Advisors, Inc.28,098$586K0.01%+3,05513F-HRTimeline
BlueChip Wealth Advisors LLC27,352$570K0.22%013F-HRTimeline
Betterment LLC26,947$562K<0.01%+4,15213F-HRTimeline
TradeWell Securities, LLC.26,703$557K0.2%+11,20013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC26,164$546K0.13%+34813F-HRTimeline
HighTower Advisors, LLC25,983$542K<0.01%+10,74013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,031$522K0.01%-28213F-HRTimelineGroup
Ausdal Financial Partners, Inc.23,399$488K0.02%+29213F-HRTimeline
Synergy Investment Management, LLC22,111$461K0.11%013F-HRTimeline
Rossby Financial, LCC20,800$434K0.08%+24413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,308$424K<0.01%+1,04313F-HRTimelineGroup
PRIVATE TRUST CO NA18,377$383K0.03%+7513F-HRTimeline
Harvest Investment Services, LLC18,125$378K0.06%+7,83113F-HRTimeline
TrueWealth Advisors, LLC17,481$365K0.08%+67413F-HRTimeline
Simplicity Wealth,LLC16,311$340K0.01%+77913F-HRTimeline
Onyx Bridge Wealth Group LLC15,319$319K0.03%-1,74613F-HRTimeline
LaSalle St. Investment Advisors, LLC14,396$300K0.04%+2,37713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,642$285K0.01%+3,39113F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…13,567$283K0.12%+52513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,332$278K0.01%+1,03213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,253$276K<0.01%+7,92313F-HRTimelineGroup
KKM Financial LLC12,572$262K0.04%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,012$251K0.01%+1,84613F-HRTimelineGroup
EdgeRock Capital LLC11,471$239K0.05%+25513F-HRTimeline
Keystone Financial Services10,914$228K0.06%+92913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT10,630$222K<0.01%013F-HRTimeline
Worth Financial Advisory Group, LLC9,913$207K0.09%new13F-HRTimeline
ABLE Financial Group, LLC9,624$201K0.03%-30013F-HRTimeline
Maridea Wealth Management LLC9,607$200K0.02%new13F-HRTimeline
Raleigh Capital Management Inc.7,882$164K0.05%+6913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,031$147K<0.01%+2,92713F-HRTimelineGroup
Geneos Wealth Management Inc.6,436$134K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC5,789$121K0.01%-5,69513F-HRTimeline
Financial Network Wealth Advisors LLC5,613$117K0.12%013F-HRTimeline
Topsail Wealth Management, LLC5,335$111K0.01%013F-HRTimeline
Qube Research & Technologies Ltd4,347$90.7K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.3,570$74.5K0.06%+7313F-HRTimeline
Signature Equity Partners, LLC3,124$65.2K0.03%+27613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,947$61.5K0.01%new13F-HRTimeline
Torren Management, LLC2,091$43.6K0.02%+2513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,038$42.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,786$37.2K<0.01%+7113F-HRTimeline
LANARK FINANCIAL, INC.1,563$32.6K<0.01%+9713F-HRTimeline
Buck Wealth Strategies, LLC1,467$30.6K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,358$28.3K<0.01%+71813F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,268$26.4K<0.01%13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,251$26.1K-288Timeline
AMERIFLEX GROUP, INC.1,137$23.7K0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,013$21.1K0.01%new13F-HRTimeline
Basepoint Wealth LLC973$20.3K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC904$18.9K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP718$15K<0.01%-1,94413F-HRTimelineGroup
Steward Partners Investment Advisory, L…551$11.5K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC542$11.3K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST383$7.99K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.170$3.54K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.152$3.17K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…126$2.63K<0.01%-23813F-HRTimeline
Blue Trust, Inc.95$1.99K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC57$1.2K<0.01%013F-HRTimeline
Strive Financial Group ,LLC38$792<0.01%013F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15$313<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$28<0.01%-5713F-HRTimelineGroup
SBI Securities Co., Ltd.1$21<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC117,703$9.2Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.