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Disclosery

FTCB FIRST TR EXCHANGE-TRADED FD

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CORE INVESTMENT (fund)

101 managers (103 13F filers) reported a position in FTCB shares at 2025-03-31, 33,460,456 shares in all. 47 filers opened a position and 4 filers sold out during the quarter.

Managers
101
13F filers
103
New
47
Added
45
Reduced
7
Sold out
4
Shares held by filers
33,460,456

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY4,374,709$91.8M0.01%+1,103,07813F-HRTimelineGroup
LPL Financial LLC3,786,283$79.5M0.03%+1,634,45813F-HRTimeline
LVZ, Inc.3,016,525$63.3M8.31%+263,39613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,803,443$58.8M+825,150Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,362,793$28.6M+611,955Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,261,287$26.5M0.39%new13F-HRTimelineGroup
Seascape Capital Management1,082,181$22.7M7.92%new13F-HRTimeline
Cetera Investment Advisers1,035,640$21.7M0.04%+592,61913F-HRTimeline
Pine Valley Investments Ltd Liability Co1,028,242$21.6M1.39%new13F-HRTimeline
Cyndeo Wealth Partners, LLC923,275$19.4M1.27%+65,85413F-HRTimeline
&PARTNERS605,827$15M0.16%new13F-HRTimeline
N.E.W. Advisory Services LLC696,398$14.6M1.12%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP681,344$14.3M0.02%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.679,776$14.3M0.41%+511,43013F-HRTimeline
Prospera Financial Services Inc638,715$13.4M0.31%+62,66113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP626,717$13.2M0.01%+94,07013F-HRTimelineGroup
Private Advisor Group, LLC549,372$11.5M0.07%new13F-HRTimeline
Cambridge Investment Research Advisors,…505,367$10.6M0.04%+105,42913F-HRTimeline
Mach-1 Financial Group, LLC469,603$9.86M2.96%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.374,510$7.86M0.02%+311,12713F-HRTimelineGroup
Kingsview Wealth Management, LLC362,440$7.61M0.14%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC357,086$7.5M0.02%+89,50813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC342,130$7.18M0.01%+8,18713F-HRTimeline
Arax Advisory Partners310,391$6.52M0.42%new13F-HRTimeline
HBW ADVISORY SERVICES LLC305,002$6.4M0.91%+80,52213F-HRTimeline
Sigma Planning Corp301,512$6.33M0.2%new13F-HRTimeline
Philip James Wealth Mangement, LLC299,553$6.29M0.76%+43,04213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC285,756$6M0.08%+155,19813F-HRTimelineGroup
Janney Montgomery Scott LLC280,289$5.88M0.02%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp275,961$5.79M<0.01%+54,00613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA245,275$5.15M<0.01%new13F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC239,588$5.03M0.05%+54,84913F-HRTimeline
Orion Portfolio Solutions, LLC239,588$5.03M0.05%+54,84913F-HR/ATimeline
IHT Wealth Management, LLC209,937$4.41M0.14%new13F-HRTimeline
AE Wealth Management LLC204,473$4.29M0.04%+20,93213F-HRTimeline
Visionary Wealth Advisors190,104$3.99M0.24%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.168,946$3.55M1.38%new13F-HRTimeline
Centennial Wealth Advisory LLC159,639$3.35M1.22%+67,20513F-HRTimeline
Sanctuary Advisors, LLC146,951$3.08M0.02%+23,14813F-HRTimeline
NewEdge Advisors, LLC138,939$2.92M0.02%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC129,437$2.72M1.24%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC116,647$2.45M0.03%+26,38213F-HRTimelineGroup
Atria Wealth Solutions, Inc.113,195$2.38M0.03%+23,15913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC89,889$1.89M<0.01%-235,11213F-HR/ATimelineGroup
Virtue Capital Management, LLC85,832$1.8M0.21%new13F-HRTimeline
Coppell Advisory Solutions LLC82,304$1.73M0.24%new13F-HRTimeline
Atria Investments, Inc81,398$1.71M0.02%+20,52013F-HRTimeline
Acorn Wealth Advisors, LLC81,284$1.71M0.71%+5,67713F-HRTimeline
Core Wealth Partners LLC77,326$1.62M0.94%new13F-HRTimeline
Snowden Capital Advisors LLC65,098$1.37M0.04%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.58,924$1.24M0.01%-1,35413F-HRTimeline
Perigon Wealth Management, LLC54,625$1.15M0.03%+14,90413F-HRTimeline
NewEdge Wealth, LLC50,829$1.07M0.02%new13F-HRTimeline
Maia Wealth LLC50,010$1.03M0.23%+14,53713F-HRTimeline
Composition Wealth, LLC40,800$856K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,950$818K<0.01%+27,42413F-HRTimelineGroup
GPS Wealth Strategies Group, LLC37,421$785K0.11%-1,77813F-HRTimeline
Vestmark Advisory Solutions, Inc.36,075$757K0.02%+1,92913F-HRTimeline
Nova Wealth Management, Inc.34,971$734K0.63%new13F-HR/ATimeline
Impact Partnership Wealth, LLC34,671$728K0.16%+12,77613F-HRTimeline
MML INVESTORS SERVICES, LLC33,294$699K<0.01%+14,69413F-HRTimeline
Pinnacle Family Advisors, LLC30,947$650K0.35%new13F-HRTimeline
RFG Advisory, LLC30,905$649K0.02%new13F-HRTimeline
Keystone Wealth Services, LLC28,478$598K0.16%new13F-HRTimeline
IFP Advisors, Inc27,399$575K0.02%+26,59313F-HRTimeline
GeoWealth Management, LLC26,342$553K0.02%+6,52113F-HRTimeline
Moloney Securities Asset Management, LLC22,957$482K0.07%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,729$435K0.01%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC20,565$432K0.06%-39813F-HRTimeline
Faithward Advisors, LLC20,204$424K0.07%+4,44113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …19,434$408K0.03%+7,70113F-HRTimelineGroup
BlueChip Wealth Advisors LLC18,874$396K0.19%new13F-HRTimeline
FLOW TRADERS U.S. LLC18,526$389K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,883$375K<0.01%-37,05613F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC17,758$373K0.18%new13F-HRTimeline
COMERICA BANK15,584$327K<0.01%+4,85813F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,881$291K0.01%new13F-HRTimeline
Synergy Investment Management, LLC13,667$287K0.12%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,328$280K0.02%+2,53413F-HRTimelineGroup
Strategic Blueprint, LLC12,742$267K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,579$264K<0.01%-53,80613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,873$249K<0.01%013F-HR/ATimelineGroup
Simplicity Wealth,LLC10,479$220K0.02%new13F-HRTimeline
Concorde Asset Management, LLC10,464$218K0.12%new13F-HRTimeline
ABLE Financial Group, LLC10,020$210K0.06%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,174$189K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.7,404$155K<0.01%+4,93613F-HRTimeline
PRIVATE TRUST CO NA6,111$128K0.01%new13F-HRTimeline
Raleigh Capital Management Inc.5,894$124K0.06%+1,37713F-HRTimeline
Topsail Wealth Management, LLC5,335$112K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC5,213$109K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,634$97.3K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC4,455$93.1K0.04%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,420$71.8K0.02%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.2,605$54.7K0.06%+48213F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,178$24.8K0.01%new13F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST383$8.04K<0.01%new13F-HRTimeline
Transce3nd, LLC281$5.9K<0.01%+2513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO123$2.58K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/81$1.7K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-25,31113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.