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Disclosery

FYC FIRST TR EXCHANGE-TRADED ALP

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SML CP GRW ALP (fund)

104 managers (106 13F filers) reported a position in FYC shares at 2025-06-30, 4,148,263 shares in all. 10 filers opened a position and 14 filers sold out during the quarter.

Managers
104
13F filers
106
New
10
Added
34
Reduced
42
Sold out
14
Shares held by filers
4,148,263

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC671,362$53.4M0.02%+79,35613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY477,715$38M<0.01%-5,46013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN313,942$25M0.01%-55,91413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP254,884$20.3M0.02%+7,04213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/246,143$19.6M<0.01%+118,45013F-HRTimelineGroup
Cetera Investment Advisers191,383$15.2M0.03%+36,44913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV143,687$11.4M2.49%+7,82413F-HRTimeline
Richmond Investment Services, LLC136,207$10.8M2.29%+69,35913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA131,813$10.5M<0.01%+1,16813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC129,114$10.3M<0.01%-29013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…99,235$7.9M0.15%-95913F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC95,441$7.6M3.23%-2,00313F-HRTimeline
IFP Advisors, Inc90,998$7.24M0.21%+3,76213F-HRTimeline
Brueske Advisory Services, LLC89,808$7.15M4.86%-6,37113F-HRTimeline
Kingsview Wealth Management, LLC74,287$5.91M0.1%-1,52213F-HRTimeline
Bedel Financial Consulting, Inc.71,129$5.66M0.77%+2513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP66,248$5.27M0.01%-68,15913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,512$4.9M<0.01%-19,08813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.58,012$4.62M0.04%+4,73313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…54,448$4.33M<0.01%-4,50513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,081$3.11M0.01%+5,91413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG37,449$2.98M<0.01%-93813F-HRTimelineGroup
Cambridge Investment Research Advisors,…36,606$2.91M0.01%+2,09813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP28,100$2.24M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,091$2.16M<0.01%+5,64213F-HRTimeline
MONEYWISE, INC.26,188$2.08M0.98%-3,03313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,646$1.88M<0.01%-25,12513F-HRTimelineGroup
HFG Advisors, Inc.21,947$1.75M1.38%+1,28913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20,463$1.63M<0.01%+18613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding19,845$1.58M-1,097Timeline
HARBOUR INVESTMENTS, INC.19,622$1.56M0.04%-64513F-HRTimeline
Certified Advisory Corp19,476$1.55M0.16%new13F-HRTimeline
Janney Montgomery Scott LLC18,804$1.5M<0.01%+7,15413F-HRTimeline
Atria Investments, Inc17,133$1.36M0.02%+11,57113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …17,133$1.36M0.1%+11,57113F-HRTimelineGroup
MTM Investment Management, LLC15,753$1.25M0.42%-75013F-HRTimeline
Steward Partners Investment Advisory, L…15,711$1.25M0.01%-1,14413F-HRTimeline
MONECO ADVISORS, LLC14,062$1.12M0.1%-43413F-HRTimeline
Geneos Wealth Management Inc.12,956$1.03M0.03%-8,07213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,093$962K+3,068Timeline
VISTA INVESTMENT PARTNERS II, LLC11,114$884K0.43%+3,62013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,710$847K<0.01%+5,61213F-HRTimelineGroup
Strategic Equity Management10,203$812K0.3%+20313F-HRTimeline
Proactive Wealth Strategies LLC9,464$753K0.36%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,597$684K<0.01%-28,94913F-HRTimelineGroup
Private Advisor Group, LLC8,521$678K<0.01%new13F-HRTimeline
Independent Wealth Network Inc.8,163$650K0.24%+18613F-HRTimeline
Western Wealth Management, LLC8,131$647K0.04%+32413F-HRTimeline
Gateway Wealth Partners, LLC8,061$642K0.12%-1,35513F-HRTimeline
Sylvest Advisors, LLC7,878$627K0.36%+56513F-HRTimeline
Clear Point Advisors Inc.7,854$625K0.53%-3213F-HRTimeline
Wedmont Private Capital7,624$615K0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,376$587K0.01%new13F-HRTimelineGroup
WILLNER & HELLER, LLC7,352$585K0.49%+34213F-HRTimeline
Dunhill Financial, LLC7,076$563K0.16%-10013F-HRTimeline
MML INVESTORS SERVICES, LLC6,931$552K<0.01%-96413F-HRTimeline
WORLD EQUITY GROUP, INC.6,355$506K0.14%+43013F-HRTimeline
Prospera Financial Services Inc5,786$460K0.01%-19513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,662$451K0.01%-15,15513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,179$412K<0.01%+1,18413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,104$406K<0.01%+4,23113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,766$379K0.01%-1,42513F-HRTimelineGroup
IHT Wealth Management, LLC4,700$374K0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.4,214$335K0.01%+40913F-HRTimeline
OneDigital Investment Advisors LLC4,202$334K<0.01%-1,18713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,193$334K<0.01%+1,06013F-HRTimelineGroup
COMERICA BANK4,030$321K<0.01%+30513F-HRTimeline
NewEdge Advisors, LLC3,990$318K<0.01%-39513F-HRTimeline
Belpointe Asset Management LLC3,917$312K0.01%013F-HRTimeline
Quantum Portfolio Management LLC3,600$286K0.14%-5613F-HRTimeline
Financial Advocates Investment Manageme…3,523$280K0.02%-44513F-HRTimeline
SYNOVUS FINANCIAL CORP3,286$262K<0.01%new13F-HRTimeline
Waterfront Wealth Inc.3,270$260K0.06%013F-HRTimeline
Cornerstone Wealth Management, LLC3,248$258K0.02%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC3,046$242K0.03%-32313F-HRTimeline
Ashton Thomas Private Wealth, LLC2,991$238K0.01%-18,25213F-HRTimeline
Pinnacle Bancorp, Inc.2,826$225K0.07%013F-HRTimeline
Wagner Wealth Management, LLC2,737$218K0.05%-26613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,645$211K<0.01%-36813F-HRTimelineGroup
Plotkin Financial Advisors, LLC2,583$206K0.11%new13F-HRTimeline
Creative Planningin group Creative Planning2,532$202K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,532$201K<0.01%-1,29213F-HRTimelineGroup
PRIVATE TRUST CO NA2,244$179K0.02%+38413F-HRTimeline
Golden State Wealth Management, LLC1,790$142K0.02%-3,56713F-HRTimeline
Private Wealth Asset Management, LLC1,084$86.3K0.01%013F-HRTimeline
Key Financial Inc1,037$82.5K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC924$74K<0.01%-3013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC818$68.3K0.02%new13F-HRTimeline
Tidemark, LLC598$47.6K0.02%-12113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC590$47K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO484$38.5K<0.01%+1713F-HRTimelineGroup
Global Retirement Partners, LLC481$38.3K<0.01%13F-HRTimeline
FMR LLCin group FMR LLC466$37.1K<0.01%-1,33913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC271$21.6K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.250$19K<0.01%013F-HRTimeline
CITY HOLDING CO211$16.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC135$10.7K<0.01%013F-HRTimeline
Hilltop National Bank98$7.8K<0.01%13F-HRTimeline
Family Legacy Financial Solutions, LLC92$7.37K0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…92$7.31K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC65$5.17K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC22$1.72K<0.01%-6013F-HRTimeline
SIGNATUREFD, LLC12$955<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.