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Disclosery

FTCB FIRST TR EXCHANGE-TRADED FD

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CORE INVESTMENT (fund)

188 managers (192 13F filers) reported a position in FTCB shares at 2026-03-31, 83,174,842 shares in all. 36 filers opened a position and 13 filers sold out during the quarter.

Managers
188
13F filers
192
New
36
Added
118
Reduced
30
Sold out
13
Shares held by filers
83,174,842

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
LPL Financial LLC15,062,105$316M0.08%+2,648,64713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,974,925$146M0.01%+771,72113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,269,129$110M+510,050Timeline
LVZ, Inc.3,240,435$67.9M7.75%+142,67213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,774,373$58.2M0.9%+1,781,84913F-HRTimeline
Cetera Investment Advisers2,750,968$57.7M0.06%+643,24713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,436,663$51.1M0.05%+298,64013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…1,999,530$41.9M0.52%+738,86113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,906,541$40M+54,750Timeline
Bouchey Financial Group, Ltd.1,888,276$39.8M2.92%new13F-HRTimeline
&PARTNERS1,497,571$31.4M0.16%+154,32413F-HRTimeline
Cambridge Investment Research Advisors,…1,472,157$30.9M0.08%+250,96613F-HRTimeline
Seascape Capital Management1,414,780$29.7M8.54%-15,17313F-HRTimeline
Prospera Financial Services Inc1,239,210$26M0.42%+171,07313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,233,088$25.8M0.02%+385,15213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,215,032$25.5M0.04%+103,21713F-HRTimelineGroup
Cyndeo Wealth Partners, LLC1,204,819$25.3M1.33%+225,80513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,192,163$25M0.02%+1,088,70213F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co1,159,598$24.3M1.18%+92,64913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,142,976$24M0.24%+327,89513F-HRTimelineGroup
Centennial Wealth Advisory LLC1,088,140$22.8M5.52%+549,96613F-HRTimeline
Private Advisor Group, LLC1,060,087$22.2M0.1%+101,60413F-HRTimeline
KINTRA WEALTH, LLC991,815$20.8M1.47%+60,37513F-HRTimeline
First Heartland Consultants, Inc.959,188$20.1M1.54%+228,52113F-HRTimeline
Janney Montgomery Scott LLC956,652$20.1M0.05%+496,17813F-HRTimeline
Wealth Intelligence, LLC942,180$19.7M9.5%new13F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC755,736$15.8M5.12%+214,53813F-HRTimeline
NewEdge Advisors, LLC739,203$15.5M0.06%+517,79913F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC720,043$15.1M0.02%+453,12013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC663,530$13.9M0.03%+29,10213F-HRTimelineGroup
Arax Advisory Partners603,766$12.7M0.36%+61,00213F-HRTimeline
Mach-1 Financial Group, LLC572,800$12M4.23%+32,65113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA566,232$11.9M<0.01%+120,60413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.537,398$11.4M0.07%-29,12013F-HRTimelineGroup
Dynamic Advisor Solutions LLC513,732$10.8M0.34%+453,37013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO510,484$10.7M1.13%+308,54113F-HRTimeline
APS Management Group, Inc.509,324$10.7M9.14%+76,48613F-HRTimeline
HBW ADVISORY SERVICES LLC489,331$10.3M1.08%+15,72213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp488,589$10.2M<0.01%+8,70113F-HRTimelineGroup
Gateway Wealth Partners, LLC458,485$9.61M0.37%+285,64413F-HRTimeline
MGO ONE SEVEN LLC444,770$9.32M0.19%+105,49813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC437,145$9.16M0.21%+350,52113F-HR/ATimeline
Orion Porfolio Solutions, LLC397,183$8.32M0.07%+16,60313F-HRTimeline
Mariner, LLCin group Mariner, LLC376,444$7.89M0.01%+196,00113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…363,312$7.62M0.08%+17,22213F-HRTimelineGroup
IHT Wealth Management, LLC362,234$7.59M0.18%+124,04913F-HRTimeline
Wagner Wealth Management, Corp330,673$6.93M6.22%+135,79513F-HRTimeline
IFP Advisors, Inc315,638$6.62M0.14%+83,80613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC304,512$6.38M2.22%+32,32713F-HRTimeline
SageGuard Financial Group, LLC300,043$6.29M0.97%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.279,644$5.86M1.84%+10,07013F-HRTimeline
Avior Wealth Management, LLC268,805$5.63M0.16%new13F-HRTimeline
Brendel Financial Advisors LLC268,784$5.63M2.79%new13F-HRTimeline
Snowden Capital Advisors LLC244,724$5.13M0.14%+82,45213F-HRTimeline
Sun Financial Inc243,601$5.09M2.55%+13,96113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC238,105$4.99M0.04%+79,87713F-HRTimelineGroup
Sanctuary Advisors, LLC233,933$4.9M0.03%+17,45613F-HRTimeline
Aureum Wealth Management, LLC226,437$4.75M3.3%new13F-HRTimeline
Sigma Planning Corp225,475$4.73M0.13%-18,72113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…224,415$4.7M0.01%+223,02913F-HRTimelineGroup
AE Wealth Management LLC218,711$4.58M0.02%+8,22613F-HRTimeline
Kovack Advisors, Inc.212,835$4.46M0.24%+121,88513F-HRTimeline
Integrated Wealth Concepts LLC210,621$4.41M0.04%+40,87613F-HRTimeline
Philip James Wealth Mangement, LLC192,027$4.02M0.46%-96,21013F-HRTimeline
Farther Finance Advisors, LLC175,978$3.68M0.03%+109,34113F-HRTimeline
Acorn Wealth Advisors, LLC174,016$3.65M1.06%+28,47013F-HRTimeline
Prime Capital Investment Advisors, LLC172,243$3.61M0.04%+1,54313F-HRTimeline
Ferguson Shapiro LLC168,924$3.54M1.08%+10,10013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.164,390$3.45M3.62%+69,42813F-HRTimeline
Ashton Thomas Private Wealth, LLC157,658$3.3M0.08%+14,30613F-HRTimeline
Atria Investments, Inc152,103$3.19M0.04%+8,86113F-HRTimeline
Blackhawk Capital Partners, LLC150,425$3.15M1.16%+25,62913F-HRTimeline
Summit Financial, LLC134,319$2.82M0.04%-5,62913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management124,134$2.6M0.09%+4,84513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV107,605$2.26M<0.01%new13F-HRTimeline
NewEdge Wealth, LLC105,114$2.2M0.03%+29313F-HRTimeline
Kingsview Wealth Management, LLC103,490$2.17M0.03%-80,56013F-HRTimeline
Independent Advisor Alliance102,963$2.16M0.02%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…97,076$2.03M0.25%new13F-HRTimeline
Per Stirling Capital Management, LLC.94,512$1.98M0.22%new13F-HRTimeline
Virtue Capital Management, LLC91,192$1.9M0.29%new13F-HRTimeline
Perigon Wealth Management, LLC89,507$1.88M0.03%+9,99613F-HRTimeline
BAM Wealth Management, LLC86,184$1.81M1.35%+34,62913F-HRTimeline
Arkadios Wealth Advisors83,587$1.75M0.03%+21,79813F-HRTimeline
Composition Wealth, LLC81,354$1.71M0.02%+14,69313F-HRTimeline
OneDigital Investment Advisors LLC80,029$1.68M0.02%+1,61113F-HRTimeline
CRUX WEALTH ADVISORS79,945$1.68M0.64%+5,24313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC78,536$1.65M0.13%-56113F-HRTimeline
Pinnacle Family Advisors, LLC78,244$1.64M0.77%+16,06013F-HRTimeline
Nova Wealth Management, Inc.72,470$1.52M0.99%+5,14213F-HRTimeline
PKS Advisory Services, LLC67,683$1.42M0.33%-10,39413F-HRTimeline
MML INVESTORS SERVICES, LLC64,676$1.36M<0.01%-9,75313F-HRTimeline
FLOW TRADERS U.S. LLC64,391$1.35M0.04%-65613F-HRTimeline
RFG Advisory, LLC61,751$1.29M0.02%+9,74413F-HRTimeline
Silver Grove Financial Group, Inc.60,996$1.28M1.03%+4,28113F-HRTimeline
Concorde Asset Management, LLC58,703$1.23M0.6%-17,26613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,855$1.21M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC57,185$1.2M<0.01%-2,226,20913F-HRTimelineGroup
Accurate Wealth Management, LLC55,662$1.17M0.14%new13F-HRTimeline
Altium Investment Strategies LLC55,662$1.17M3.44%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC54,850$1.15M0.02%+10,53113F-HRTimelineGroup
Asset Allocation Strategies LLC48,645$1.02M0.18%+14,35413F-HRTimeline
Impact Partnership Wealth, LLC47,355$993K0.12%-80213F-HRTimeline
World Investment Advisors46,667$978K0.02%+2,08913F-HRTimeline
Keystone Wealth Services, LLC44,172$926K0.2%+55813F-HRTimeline
Medallion Wealth Advisors, LLC42,550$892K0.29%+22,56013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC41,569$871K0.03%+313F-HRTimeline
GENTRY PRIVATE WEALTH, LLC39,630$831K0.5%+1,00613F-HRTimeline
CALTON & ASSOCIATES, INC.38,293$803K0.12%-12613F-HRTimeline
GeoWealth Management, LLC38,071$798K0.03%-1,99313F-HRTimeline
Omnitrust Wealth Management, Inc36,901$773K1%-2,21913F-HRTimeline
Maia Wealth LLC36,486$765K0.13%-14,78313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC36,356$762K0.23%+80113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …35,812$751K0.01%+86413F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …35,152$737K0.04%+3,07113F-HRTimelineGroup
NOVEM GROUP32,259$676K0.08%+20,38813F-HRTimeline
Faithward Advisors, LLC30,743$644K0.09%+1,19813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC30,600$641K0.51%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,323$636K<0.01%+11,72913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED29,101$610K0.04%+14,74313F-HRTimeline
Strategic Blueprint, LLC29,055$609K0.04%+27313F-HRTimeline
BlueChip Wealth Advisors LLC27,352$573K0.25%+5,29413F-HRTimeline
INTEGRITY ALLIANCE, LLC.26,081$547K0.02%+2,15613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC25,816$541K0.16%+8,32413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,313$531K0.01%+1,45813F-HRTimelineGroup
Savvy Advisors, Inc.25,043$525K0.01%+7,30713F-HRTimeline
Ausdal Financial Partners, Inc.23,107$484K0.02%-1,03813F-HRTimeline
Mutual Advisors, LLC23,024$483K0.01%+11,90713F-HRTimeline
Betterment LLC22,795$478K<0.01%+2,34313F-HRTimeline
Synergy Investment Management, LLC22,111$463K0.15%-2,13613F-HRTimeline
Rossby Financial, LCC20,556$430K0.09%+1,35313F-HRTimeline
Sequent Planning LLC19,283$404K0.1%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,265$404K<0.01%+2,48613F-HRTimelineGroup
Modera Wealth Management, LLC18,471$387K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA18,302$384K0.03%+1,60613F-HRTimeline
Onyx Bridge Wealth Group LLC17,065$358K0.04%+23213F-HRTimeline
TrueWealth Advisors, LLC16,807$352K0.09%-80413F-HRTimeline
Simplicity Wealth,LLC15,532$326K0.02%-96913F-HRTimeline
TradeWell Securities, LLC.15,503$325K0.14%new13F-HRTimeline
HighTower Advisors, LLC15,243$319K<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.13,337$280K<0.01%+3,76913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,337$280K0.01%+3,76913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…13,042$273K0.14%+7,56213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,300$258K0.01%new13F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC12,019$252K0.04%-9513F-HRTimeline
Golden State Wealth Management, LLC11,484$241K0.03%-13,93213F-HRTimeline
EdgeRock Capital LLC11,216$235K0.06%-1,22213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT10,630$223K<0.01%013F-HRTimeline
Harvest Investment Services, LLC10,294$216K0.04%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,251$215K0.01%+913F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC10,166$213K0.01%-36913F-HRTimelineGroup
Keystone Financial Services9,985$209K0.06%new13F-HRTimeline
ABLE Financial Group, LLC9,924$208K0.04%-1,01913F-HRTimeline
Integrated Wealth Management9,811$206K0.24%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…9,158$192K0.03%+2,33913F-HRTimeline
CWM, LLCin group CWM, LLC9,048$190K<0.01%013F-HRTimelineGroup
Raleigh Capital Management Inc.7,813$164K0.06%+97213F-HRTimeline
Geneos Wealth Management Inc.6,436$135K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC5,613$118K0.12%+4,50713F-HRTimeline
Topsail Wealth Management, LLC5,335$112K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,330$112K<0.01%+1,22613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,104$86K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.3,497$73.3K0.06%-24313F-HRTimeline
Signature Equity Partners, LLC2,848$59.7K0.03%+4013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,662$55.2K<0.01%new13F-HRTimelineGroup
My Portfolio Guide, LLC2,567$53.8K0.03%13F-HRTimeline
Sound Income Strategies, LLC2,271$47.6K<0.01%+24013F-HRTimeline
Torren Management, LLC2,066$43.3K0.02%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,038$42.8K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,861$39K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,715$36K<0.01%+1,67213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,539$32.3K+315Timeline
LANARK FINANCIAL, INC.1,466$30.7K<0.01%new13F-HRTimeline
Advisory Services Network, LLC1,327$27.8K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,137$23.8K0.01%+32513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC904$18.9K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…640$13.4K<0.01%+9113F-HRTimeline
Key Capital Management, INC603$12.6K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST383$8.03K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC379$7.94K<0.01%-20713F-HRTimeline
Capital Investment Advisory Services, L…364$7.63K<0.01%+1613F-HRTimeline
FMR LLCin group FMR LLC334$7K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG324$6.79K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.170$3.56K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN58$1.21K<0.01%-43,85213F-HR/ATimelineGroup
Smartleaf Asset Management LLC57$1.19K<0.01%-23513F-HRTimeline
Strive Financial Group ,LLC38$1K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15$314<0.01%new13F-HRTimelineGroup