Skip to content
Disclosery

FYC FIRST TR EXCHANGE-TRADED ALP

Follow

SML CP GRW ALP (fund)

106 managers (107 13F filers) reported a position in FYC shares at 2025-03-31, 4,051,270 shares in all. 13 filers opened a position and 13 filers sold out during the quarter.

Managers
106
13F filers
107
New
13
Added
43
Reduced
37
Sold out
13
Shares held by filers
4,051,270

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
LPL Financial LLC592,006$40.7M0.02%+18,17713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY483,175$33.2M<0.01%-241,14513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN369,856$25.4M0.01%-40,40813F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP247,842$17.1M0.02%-2,84913F-HRTimelineGroup
Cetera Investment Advisers154,934$10.7M0.02%+45,20413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV135,863$9.35M2.5%+7,67113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP134,407$9.25M0.01%+82,28113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA130,645$8.99M<0.01%-1,59513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC129,404$8.9M<0.01%-5,02313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/127,693$8.79M<0.01%-4,52613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…100,194$6.89M0.17%+14,73113F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC97,444$6.7M3%-24,78213F-HRTimeline
Brueske Advisory Services, LLC96,179$6.62M6.27%-10,82213F-HRTimeline
IFP Advisors, Inc87,236$6M0.19%-3,67313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC80,600$5.55M<0.01%+20,28913F-HRTimelineGroup
Kingsview Wealth Management, LLC75,809$5.22M0.1%-10,08613F-HRTimeline
Bedel Financial Consulting, Inc.71,104$4.95M0.71%+17,46813F-HRTimeline
Richmond Investment Services, LLC66,848$4.6M2.5%+20,85113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…58,953$4.06M<0.01%+5,99213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,279$3.67M0.03%+21,44713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,771$3.36M0.01%+34,59313F-HRTimelineGroup
UBS Group AGin group UBS Group AG38,387$2.64M<0.01%-14013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,546$2.58M<0.01%-43,17513F-HR/ATimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC35,453$2.44M1.52%-30,87713F-HRTimeline
Cambridge Investment Research Advisors,…34,508$2.37M0.01%-50,17813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,167$2.28M0.01%+4,50013F-HRTimelineGroup
MONEYWISE, INC.29,221$2.01M1.06%-2,34013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,449$1.48M<0.01%+7,09413F-HRTimeline
Ashton Thomas Private Wealth, LLC21,243$1.46M0.06%+15,74313F-HRTimeline
Geneos Wealth Management Inc.21,028$1.45M0.02%+12,87613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding20,942$1.44M+142Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,817$1.43M0.02%-23,62313F-HRTimelineGroup
HFG Advisors, Inc.20,658$1.42M1.21%+38013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20,277$1.4M<0.01%-1,25913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.20,267$1.39M0.04%+16,35013F-HRTimeline
Steward Partners Investment Advisory, L…16,855$1.16M0.01%-413F-HRTimeline
MTM Investment Management, LLC16,503$1.14M0.44%-23013F-HRTimeline
MONECO ADVISORS, LLC14,496$997K0.1%-1,30313F-HR/ATimeline
G&S Capital LLC14,292$983K0.42%+28813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,131$972K<0.01%-22,72813F-HR/ATimelineGroup
Janney Montgomery Scott LLC11,650$802K<0.01%+4,61013F-HRTimeline
Strategic Equity Management10,000$688K0.29%-1,24513F-HRTimeline
Gateway Wealth Partners, LLC9,416$648K0.15%-12013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…9,025$621K0.02%new13F-HRTimelineGroup
Nilsine Partners, LLC8,410$579K0.06%+76513F-HRTimeline
Independent Wealth Network Inc.7,977$549K0.22%+32213F-HRTimeline
MML INVESTORS SERVICES, LLC7,895$543K<0.01%+46313F-HRTimeline
Clear Point Advisors Inc.7,886$543K0.49%-55813F-HRTimeline
Western Wealth Management, LLC7,807$537K0.04%+2313F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC7,494$516K0.29%new13F-HRTimeline
Sylvest Advisors, LLC7,313$503K0.31%+88113F-HRTimeline
Dunhill Financial, LLC7,176$494K0.22%-6,80913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,167$493K<0.01%+89913F-HRTimelineGroup
Wedmont Private Capital7,624$493K0.03%new13F-HRTimeline
WILLNER & HELLER, LLC7,010$482K0.45%-48713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,191$426K0.01%+3,62513F-HRTimelineGroup
WORLD EQUITY GROUP, INC.5,925$412K0.12%new13F-HRTimeline
Prospera Financial Services Inc5,981$411K0.01%+33013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,562$383K0.02%new13F-HRTimelineGroup
Atria Investments, Inc5,562$383K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC5,389$371K<0.01%+1,50513F-HRTimeline
Golden State Wealth Management, LLC5,357$369K0.05%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,098$354K<0.01%+1,64513F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,046$347K<0.01%-22,53313F-HRTimelineGroup
IHT Wealth Management, LLC4,700$323K0.01%013F-HRTimeline
NewEdge Advisors, LLC4,385$302K<0.01%-3013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,995$275K<0.01%+38813F-HRTimelineGroup
Financial Advocates Investment Manageme…3,968$273K0.02%+41613F-HRTimeline
Belpointe Asset Management LLC3,917$269K0.01%-10013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,824$263K<0.01%-1,97313F-HRTimelineGroup
Atria Wealth Solutions, Inc.3,805$262K<0.01%+70613F-HRTimeline
TKG Advisors, LLC3,728$256K0.13%+1913F-HRTimeline
COMERICA BANK3,725$256K<0.01%+29613F-HRTimeline
Quantum Portfolio Management LLC3,656$252K0.13%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC3,369$232K0.03%-36813F-HRTimeline
Waterfront Wealth Inc.3,270$225K0.05%013F-HRTimeline
Cornerstone Wealth Management, LLC3,248$223K0.02%-20913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,133$216K<0.01%+22613F-HRTimelineGroup
FLOW TRADERS U.S. LLC3,117$214K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC3,034$209K<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,013$207K<0.01%-15013F-HRTimelineGroup
Wagner Wealth Management, LLC3,003$207K0.05%+1113F-HRTimeline
Summit Financial, LLC2,967$204K0.01%+9113F-HRTimeline
Pinnacle Bancorp, Inc.2,826$194K0.06%+38713F-HRTimeline
Founders Financial Alliance, LLC2,079$143K0.03%013F-HRTimeline
PRIVATE TRUST CO NA1,860$128K0.01%-62813F-HRTimeline
FMR LLCin group FMR LLC1,805$124K<0.01%+1,27113F-HRTimelineGroup
Private Wealth Asset Management, LLC1,084$74.6K0.01%13F-HRTimeline
Key Financial Inc1,037$71.3K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC954$66K<0.01%-32613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…873$60.1K<0.01%+44213F-HRTimelineGroup
Tidemark, LLC719$49.4K0.02%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC590$41K<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC500$34.4K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO467$32.1K<0.01%+7013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC271$21K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.250$17K<0.01%new13F-HRTimeline
CITY HOLDING CO211$14.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC135$9.29K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…92$7K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC82$5.64K<0.01%-14,58913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC65$4.47K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC49$3.37K<0.01%013F-HRTimeline
SIGNATUREFD, LLC12$826<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9$640<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-40513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.