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Disclosery

FTCB FIRST TR EXCHANGE-TRADED FD

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CORE INVESTMENT (fund)

170 managers (173 13F filers) reported a position in FTCB shares at 2025-12-31, 67,444,300 shares in all. 31 filers opened a position and 6 filers sold out during the quarter.

Managers
170
13F filers
173
New
31
Added
100
Reduced
29
Sold out
6
Shares held by filers
67,444,300

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC12,413,458$264M0.07%+3,649,33313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,203,204$132M0.01%+871,35513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,759,079$101M+1,209,042Timeline
LVZ, Inc.3,097,763$65.8M7.35%+22,95913F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,283,394$48.5M0.02%+2,270,06413F-HRTimelineGroup
Long Run Wealth Advisors, LLC2,231,568$47.4M8.93%+63,25913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,138,023$45.4M0.04%+34,96913F-HRTimelineGroup
Cetera Investment Advisers2,107,721$44.7M0.05%+344,73113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,851,791$39.3M+64,558Timeline
Seascape Capital Management1,429,953$30.4M8.63%+103,89913F-HRTimeline
&PARTNERS1,343,247$28.5M0.15%+33,46813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,260,669$26.8M0.33%+43,39613F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,221,191$25.9M0.07%+199,35613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,111,815$23.6M0.03%-38,85713F-HRTimelineGroup
Prospera Financial Services Inc1,068,137$22.7M0.37%+111,64413F-HRTimeline
Pine Valley Investments Ltd Liability Co1,066,949$22.7M1.13%+20,24113F-HRTimeline
HARBOUR INVESTMENTS, INC.992,524$21.1M0.43%+90,37913F-HRTimeline
Cyndeo Wealth Partners, LLC979,014$20.8M1.12%+46,42913F-HRTimeline
Private Advisor Group, LLC958,483$20.3M0.1%+174,03513F-HRTimeline
KINTRA WEALTH, LLC931,440$19.8M2.76%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP847,936$18M0.01%+248,22913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC815,081$17.3M0.19%+240,53113F-HRTimelineGroup
First Heartland Consultants, Inc.730,667$15.5M1.18%+169,70113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC634,428$13.5M0.03%+111,90113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.566,518$12M0.08%+76,36813F-HRTimelineGroup
Arax Advisory Partners542,764$11.5M0.34%new13F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC541,198$11.5M3.48%new13F-HRTimeline
Mach-1 Financial Group, LLC540,149$11.5M2.36%new13F-HRTimeline
Centennial Wealth Advisory LLC538,174$11.4M3.02%-9,60013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp479,888$10.2M<0.01%+71,61613F-HRTimelineGroup
HBW ADVISORY SERVICES LLC473,609$10.1M1.09%+112,79513F-HRTimeline
Janney Montgomery Scott LLC460,474$9.78M0.02%+74,66213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA445,628$9.46M<0.01%+98,00413F-HRTimelineGroup
APS Management Group, Inc.432,838$9.19M7.87%+383,75313F-HRTimeline
Orion Porfolio Solutions, LLC380,580$8.08M0.06%+87,52413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…346,090$7.35M0.08%+60,28713F-HRTimelineGroup
MGO ONE SEVEN LLC339,272$7.2M0.15%+309,02113F-HRTimeline
AIFG Consultants Ltd.332,811$7.07M12.13%+58,29613F-HRTimeline
Philip James Wealth Mangement, LLC288,237$6.12M0.71%-6,87513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC272,185$5.78M2.09%+125,25713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.269,574$5.72M1.82%+8,32413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC266,923$5.67M0.01%+101,52313F-HRTimeline
Sigma Planning Corp244,196$5.18M0.14%-65,83813F-HRTimeline
IHT Wealth Management, LLC238,185$5.06M0.12%+2,98513F-HRTimeline
IFP Advisors, Inc231,832$4.92M0.11%+38,74013F-HRTimeline
Sun Financial Inc229,640$4.88M2.72%13F-HRTimeline
NewEdge Advisors, LLC221,404$4.7M0.02%-70513F-HRTimeline
Sanctuary Advisors, LLC216,477$4.6M0.03%+23,47413F-HRTimeline
AE Wealth Management LLC210,485$4.47M0.03%+27,31813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO201,943$4.29M0.57%new13F-HRTimeline
Wagner Wealth Management, Corp194,878$4.14M4.08%13F-HRTimeline
Kingsview Wealth Management, LLC184,050$3.91M0.06%+23,04713F-HRTimeline
Mariner, LLCin group Mariner, LLC180,443$3.83M<0.01%+150,60213F-HRTimelineGroup
Gateway Wealth Partners, LLC172,841$3.67M0.41%+23,21113F-HRTimeline
Prime Capital Investment Advisors, LLC170,700$3.62M0.04%+8,84713F-HRTimeline
Integrated Wealth Concepts LLC169,745$3.6M0.04%+8,99313F-HRTimeline
Snowden Capital Advisors LLC162,272$3.45M0.09%+41,91013F-HRTimeline
Ferguson Shapiro LLC158,824$3.37M1.04%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC158,228$3.36M0.03%+26,06413F-HRTimelineGroup
Acorn Wealth Advisors, LLC145,546$3.09M0.92%+27,32413F-HRTimeline
Ashton Thomas Private Wealth, LLC143,352$3.04M0.07%+47,90713F-HRTimeline
Atria Investments, Inc143,242$3.04M0.03%+27,14913F-HRTimeline
Summit Financial, LLC139,948$2.97M0.04%+10,48313F-HRTimeline
Coppell Advisory Solutions LLC127,042$2.7M0.27%+21,75113F-HRTimeline
Blackhawk Capital Partners, LLC124,796$2.65M1%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management119,289$2.53M0.08%-67013F-HRTimelineGroup
NewEdge Wealth, LLC104,821$2.23M0.03%-1,89713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC103,461$2.2M<0.01%+66,68113F-HRTimelineGroup
Pacific Excel Wealth Advisors, Inc.94,962$2.02M3.81%13F-HRTimeline
Kovack Advisors, Inc.90,950$1.93M0.09%+71,65013F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC86,624$1.84M0.04%-45,33913F-HRTimeline
Perigon Wealth Management, LLC79,511$1.69M0.03%+16,95713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC79,097$1.68M0.13%-8513F-HRTimeline
OneDigital Investment Advisors LLC78,418$1.66M0.02%new13F-HRTimeline
PKS Advisory Services, LLC78,077$1.66M0.38%-33713F-HRTimeline
Concorde Asset Management, LLC75,969$1.61M0.65%+23,16213F-HRTimeline
CRUX WEALTH ADVISORS74,702$1.59M0.59%new13F-HRTimeline
MML INVESTORS SERVICES, LLC74,429$1.58M<0.01%+18,91013F-HRTimeline
Balboa Wealth Partners68,998$1.46M0.24%+7,44713F-HRTimeline
Nova Wealth Management, Inc.67,328$1.43M0.98%-3,68913F-HRTimeline
Composition Wealth, LLC66,661$1.42M0.02%+6,32713F-HRTimeline
Farther Finance Advisors, LLC66,637$1.41M0.02%+50,07013F-HRTimeline
FLOW TRADERS U.S. LLC65,047$1.38M0.05%new13F-HRTimeline
Pinnacle Family Advisors, LLC62,184$1.32M0.58%+4,00113F-HRTimeline
Arkadios Wealth Advisors61,789$1.31M0.03%+8,94113F-HRTimeline
OLD MISSION CAPITAL LLC61,112$1.3M0.05%-127,69413F-HRTimeline
Dynamic Advisor Solutions LLC60,362$1.28M0.04%new13F-HRTimeline
IFG Advisory, LLC58,677$1.25M0.05%+11,15913F-HRTimeline
Silver Grove Financial Group, Inc.56,715$1.21M1.05%013F-HRTimeline
Global Retirement Partners, LLC53,904$1.14M0.02%+1,78913F-HRTimeline
RFG Advisory, LLC52,007$1.1M0.02%+1,83613F-HRTimeline
Maia Wealth LLC51,269$1.1M0.19%-26,34813F-HRTimeline
BAM Wealth Management, LLC51,555$1.09M0.79%new13F-HRTimeline
Impact Partnership Wealth, LLC48,157$1.02M0.13%-90313F-HRTimeline
World Investment Advisors44,578$946K0.02%new13F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC44,319$941K0.02%+2613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN43,910$932K<0.01%+5713F-HRTimelineGroup
Keystone Wealth Services, LLC43,614$926K0.2%+4,17813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC41,566$882K0.03%new13F-HRTimeline
GeoWealth Management, LLC40,064$851K0.03%+5,75613F-HRTimeline
Omnitrust Wealth Management, Inc39,120$831K1.06%13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC38,624$820K0.52%+7,47713F-HRTimeline
CALTON & ASSOCIATES, INC.38,419$816K0.12%+6,44513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC35,555$755K0.24%-16513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,948$742K0.01%+13,75513F-HRTimelineGroup
Asset Allocation Strategies LLC34,291$728K0.13%+8,61313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …32,081$681K0.06%+4,15013F-HRTimelineGroup
Faithward Advisors, LLC29,545$627K0.09%+8,84513F-HRTimeline
Strategic Blueprint, LLC28,782$611K0.04%+3,43813F-HRTimeline
Golden State Wealth Management, LLC25,416$540K0.06%-3,40713F-HRTimeline
Synergy Investment Management, LLC24,247$515K0.18%-2,00013F-HRTimeline
Ausdal Financial Partners, Inc.24,145$513K0.02%-67213F-HRTimeline
INTEGRITY ALLIANCE, LLC.23,925$508K0.02%+3,47113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC23,855$506K0.01%+5,57913F-HRTimelineGroup
BlueChip Wealth Advisors LLC22,058$468K0.2%013F-HRTimeline
Betterment LLC20,452$434K<0.01%+1,90213F-HRTimeline
Medallion Wealth Advisors, LLC19,990$424K0.14%+16,29013F-HRTimeline
Rossby Financial, LCC19,203$408K0.13%+91413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,594$395K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.17,736$377K0.01%+2,20913F-HRTimeline
TrueWealth Advisors, LLC17,611$374K0.1%+91413F-HRTimeline
Maridea Wealth Management LLC17,565$373K0.06%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC17,492$371K0.11%+6,35413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,952$360K0.02%+2,49513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC16,833$357K0.04%-2,83713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,779$356K<0.01%+1,36313F-HRTimelineGroup
PRIVATE TRUST CO NA16,696$354K0.03%+8,79213F-HRTimeline
Simplicity Wealth,LLC16,501$350K0.02%+2,98113F-HRTimeline
McCarthy & Cox15,937$338K4.1%-919,97513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,358$305K0.02%new13F-HRTimeline
EdgeRock Capital LLC12,438$264K0.07%+3,04813F-HRTimeline
LaSalle St. Investment Advisors, LLC12,114$257K0.04%-1,64013F-HRTimeline
NOVEM GROUP11,871$252K0.03%new13F-HRTimeline
GPS Wealth Strategies Group, LLC11,773$250K0.21%-28,72813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,343$241K0.01%-4,30413F-HRTimelineGroup
Worth Financial Advisory Group, LLC11,162$237K0.11%new13F-HRTimeline
Mutual Advisors, LLC11,117$236K0.01%new13F-HRTimeline
ABLE Financial Group, LLC10,943$232K0.05%+25013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT10,630$226K<0.01%-41313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,535$224K0.01%+90513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,242$217K0.01%+59713F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.9,568$203K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,568$203K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC9,048$192K<0.01%+4,93413F-HRTimelineGroup
Raleigh Capital Management Inc.6,841$145K0.05%+91213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,819$145K0.03%013F-HRTimeline
Geneos Wealth Management Inc.6,436$137K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…5,480$116K0.06%new13F-HRTimelineGroup
Topsail Wealth Management, LLC5,335$113K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,104$87.1K<0.01%+1,18513F-HRTimelineGroup
COMERICA BANK3,770$80K<0.01%-13,36013F-HRTimeline
Quest 10 Wealth Builders, Inc.3,740$79.4K0.07%+36013F-HRTimeline
Qube Research & Technologies Ltd3,278$69.6K<0.01%-1,16413F-HRTimeline
Signature Equity Partners, LLC2,808$59.6K0.03%13F-HRTimeline
Sound Income Strategies, LLC2,031$43.2K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,386$29.4K<0.01%new13F-HR/ATimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,224$26K0.01%+2013F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,106$23.5K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …947$20.1K<0.01%-8,51513F-HRTimelineGroup
AMERIFLEX GROUP, INC.812$17.2K0.01%-81213F-HRTimeline
N.E.W. Advisory Services LLC586$12.4K<0.01%+15813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…549$11.7K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST383$8.13K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…348$7.39K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC292$6.21K<0.01%-45113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC208$4.42K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.170$3.61K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC146$3.1K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.117$2.49K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV43$913<0.01%013F-HRTimeline