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Disclosery

FYC FIRST TR EXCHANGE-TRADED ALP

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SML CP GRW ALP (fund)

108 managers (109 13F filers) reported a position in FYC shares at 2024-12-31, 4,399,969 shares in all. 22 filers opened a position and 5 filers sold out during the quarter.

Managers
108
13F filers
109
New
22
Added
50
Reduced
20
Sold out
5
Shares held by filers
4,399,969

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY724,320$56.1M<0.01%+531,58513F-HR/ATimelineGroup
LPL Financial LLC573,829$44.4M0.02%+37,71613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN410,264$31.8M0.01%+154,10313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP250,691$19.4M0.02%-1,74213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC134,427$10.4M<0.01%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA132,240$10.2M<0.01%-1,67413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/132,219$10.2M<0.01%+3,57213F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV128,192$9.93M2.94%+122,03013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC122,226$9.46M3.88%+26,38313F-HRTimeline
Cetera Investment Advisers109,730$8.5M0.02%+23,87813F-HRTimeline
Brueske Advisory Services, LLC107,001$8.29M7.37%13F-HRTimeline
IFP Advisors, Inc90,909$7.04M0.23%-2,12713F-HRTimeline
Kingsview Wealth Management, LLC85,895$6.65M0.13%-10,01613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…85,463$6.62M0.18%+6,14113F-HRTimelineGroup
Cambridge Investment Research Advisors,…84,686$6.56M0.02%-1,87413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC80,721$6.25M<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance80,454$6.23M0.08%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC66,330$4.93M2.91%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,311$4.67M<0.01%+6,77513F-HRTimelineGroup
Bedel Financial Consulting, Inc.53,636$4.32M0.6%+2,66113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…52,961$4.1M<0.01%+2,42113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP52,126$4.04M<0.01%+1,51913F-HRTimelineGroup
FISCHER INVESTMENT STRATEGIES, LLC51,020$3.95M3.14%new13F-HRTimeline
Richmond Investment Services, LLC45,997$3.56M2%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC44,440$3.45M0.05%-2,94113F-HRTimelineGroup
UBS Group AGin group UBS Group AG38,527$2.98M<0.01%+4,26213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,859$2.85M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,832$2.46M0.02%-3,19013F-HRTimelineGroup
MONEYWISE, INC.31,561$2.44M1.23%-7,03313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,667$2.22M<0.01%+5,89713F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,579$2.14M<0.01%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC22,276$1.72M0.16%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,536$1.67M<0.01%-67613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding20,800$1.61M+1,920Timeline
HFG Advisors, Inc.20,278$1.57M1.37%-47413F-HRTimeline
Steward Partners Investment Advisory, L…16,859$1.31M0.01%-34513F-HRTimeline
MTM Investment Management, LLC16,733$1.3M0.5%-18413F-HRTimeline
MONECO ADVISORS, LLC15,799$1.22M0.13%-2,52813F-HR/ATimeline
Farther Finance Advisors, LLC14,671$1.14M0.04%+8,09013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,355$1.11M<0.01%+4,01413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,178$1.1M<0.01%+5,70913F-HRTimelineGroup
G&S Capital LLC14,004$1.08M0.45%new13F-HRTimeline
Dunhill Financial, LLC13,985$1.08M0.5%+6,75913F-HRTimeline
Focus Financial Network, Inc.13,178$1.02M0.04%new13F-HRTimeline
Strategic Equity Management11,245$871K0.37%-2,66413F-HRTimeline
Gateway Wealth Partners, LLC9,536$738K0.19%+43313F-HRTimeline
Clear Point Advisors Inc.8,444$654K0.56%+1413F-HRTimeline
Blue Capital, Inc.8,417$652K0.46%13F-HRTimeline
Geneos Wealth Management Inc.8,152$631K0.02%+8713F-HRTimeline
Western Wealth Management, LLC7,784$603K0.04%+1,85613F-HR/ATimeline
Independent Wealth Network Inc.7,655$593K0.24%+1,82213F-HRTimeline
Nilsine Partners, LLC7,645$592K0.06%+1,27913F-HRTimeline
WILLNER & HELLER, LLC7,497$580K0.51%+13313F-HRTimeline
MML INVESTORS SERVICES, LLC7,432$575K<0.01%+23213F-HRTimeline
Janney Montgomery Scott LLC7,040$545K<0.01%+1,82513F-HRTimeline
Sylvest Advisors, LLC6,432$498K0.31%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,268$485K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,797$449K<0.01%+1,24713F-HRTimelineGroup
Prospera Financial Services Inc5,651$438K0.01%-19413F-HRTimeline
Ashton Thomas Private Wealth, LLC5,500$426K0.02%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,409$419K0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC4,700$364K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,519$350K<0.01%new13F-HR/ATimeline
NewEdge Advisors, LLC4,415$342K<0.01%+5013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,917$303K0.01%+33513F-HRTimeline
WEALTH EFFECTS LLC3,907$303K0.11%+42513F-HRTimeline
OneDigital Investment Advisors LLC3,884$301K<0.01%new13F-HRTimeline
TKG Advisors, LLC3,709$298K0.14%new13F-HRTimeline
Belpointe Asset Management LLC4,017$292K0.02%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC3,737$289K0.04%+8213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,607$279K<0.01%+6413F-HRTimelineGroup
Financial Advocates Investment Manageme…3,552$275K0.02%-4913F-HRTimeline
Cornerstone Wealth Management, LLC3,457$268K0.02%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,453$267K<0.01%+38113F-HRTimelineGroup
COMERICA BANK3,429$266K<0.01%+2,15513F-HR/ATimeline
HighTower Advisors, LLC3,406$264K<0.01%new13F-HRTimeline
Waterfront Wealth Inc.3,270$253K0.06%+12513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,163$245K0.01%+47013F-HRTimelineGroup
Atria Wealth Solutions, Inc.3,099$240K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC2,992$232K0.06%+1113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,907$225K<0.01%new13F-HRTimelineGroup
Summit Financial, LLC2,876$223K0.01%+5913F-HRTimeline
SYNOVUS FINANCIAL CORP2,761$214K<0.01%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,621$203K<0.01%new13F-HRTimelineGroup
Plotkin Financial Advisors, LLC2,583$200K0.12%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,566$199K<0.01%+2,49213F-HRTimelineGroup
PRIVATE TRUST CO NA2,488$193K0.02%+42613F-HRTimeline
Pinnacle Bancorp, Inc.2,439$189K0.06%-2,00013F-HRTimeline
Founders Financial Alliance, LLC2,079$161K0.04%+413F-HRTimeline
CWM, LLCin group CWM, LLC1,280$99K<0.01%+35613F-HRTimelineGroup
Key Financial Inc1,037$80.3K0.02%013F-HRTimeline
Tidemark, LLC718$55.6K0.02%+113F-HRTimeline
Global Retirement Partners, LLC571$44.2K<0.01%-9013F-HRTimeline
FMR LLCin group FMR LLC534$41.3K<0.01%+6413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…431$33.4K<0.01%+32513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…405$32.4K<0.01%+40513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO397$30.7K<0.01%new13F-HRTimelineGroup
PSI Advisors, LLC309$23.9K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC271$21K<0.01%013F-HRTimelineGroup
CITY HOLDING CO211$16.3K<0.01%013F-HRTimeline
Hilltop National Bank196$15.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC135$10.5K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…92$8K<0.01%-313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC65$5.03K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC49$3.79K<0.01%013F-HRTimeline
Transcendent Capital Group LLC25$1.94K<0.01%013F-HRTimeline
SIGNATUREFD, LLC12$929<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9$720<0.01%-9913F-HRTimelineGroup