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Disclosery

FYC FIRST TR EXCHANGE-TRADED ALP

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SML CP GRW ALP (fund)

115 managers (117 13F filers) reported a position in FYC shares at 2025-09-30, 4,616,057 shares in all. 23 filers opened a position and 11 filers sold out during the quarter.

Managers
115
13F filers
117
New
23
Added
47
Reduced
26
Sold out
11
Shares held by filers
4,616,057

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC827,600$75.1M0.02%+156,23813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC324,241$29.4M0.01%+195,12713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN282,237$25.6M0.01%-31,70513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY251,823$22.8M<0.01%-225,89213F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP245,790$22.3M0.02%-9,09413F-HRTimelineGroup
Cetera Investment Advisers224,472$20.4M0.02%+33,08913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/195,154$17.7M<0.01%-50,98913F-HR/ATimelineGroup
ECLECTIC ASSOCIATES INC /ADV150,002$13.6M2.5%+6,31513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC146,356$13.3M<0.01%+84,84413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA143,779$13M<0.01%+11,96613F-HRTimelineGroup
Richmond Investment Services, LLC139,501$12.7M2.36%+3,29413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC107,085$9.71M3.79%+11,64413F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…98,638$8.95M0.15%-59713F-HRTimelineGroup
IFP Advisors, Inc89,368$8.11M0.21%-1,63013F-HR/ATimeline
Brueske Advisory Services, LLC86,960$7.89M4.3%-2,84813F-HRTimeline
Bedel Financial Consulting, Inc.73,630$6.68M0.85%+2,50113F-HRTimeline
Kingsview Wealth Management, LLC71,338$6.47M0.1%-2,94913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,948$6.45M0.01%+34,86713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC65,853$5.97M0.02%+58,92213F-HRTimeline
Redhawk Wealth Advisors, Inc.63,573$5.77M0.67%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…63,401$5.75M<0.01%+8,95313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.59,131$5.36M0.04%+1,11913F-HRTimelineGroup
UBS Group AGin group UBS Group AG56,315$5.11M<0.01%+18,86613F-HRTimelineGroup
Integrated Wealth Concepts LLC47,741$4.33M0.04%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,518$4.31M0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…47,142$4.28M0.01%+10,53613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,931$2.99M<0.01%+5,84013F-HRTimeline
Janney Montgomery Scott LLC29,406$2.67M0.01%+10,60213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,525$2.5M<0.01%+7,06213F-HRTimelineGroup
MONEYWISE, INC.25,699$2.33M1.05%-48913F-HRTimeline
HFG Advisors, Inc.22,298$2.02M1.49%+35113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding21,759$1.97M+1,914Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,601$1.87M<0.01%-45,64713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,308$1.84M<0.01%-3,33813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.19,551$1.77M0.04%-7113F-HRTimeline
Certified Advisory Corp19,473$1.77M0.17%-313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,385$1.76M<0.01%+14,28113F-HRTimelineGroup
Steward Partners Investment Advisory, L…18,099$1.64M0.01%+2,38813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC17,599$1.6M0.74%+6,48513F-HRTimeline
Quantum Portfolio Management LLC16,344$1.48M0.44%+12,74413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,384$1.48M<0.01%+5,67413F-HRTimelineGroup
MTM Investment Management, LLC15,753$1.43M0.45%013F-HRTimeline
Geneos Wealth Management Inc.13,933$1.26M0.03%+97713F-HRTimeline
MONECO ADVISORS, LLC13,850$1.26M0.1%-21213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,238$1.11M+145Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,151$921K0.01%+2,77513F-HRTimelineGroup
Empirical Asset Management, LLC10,145$920K0.26%new13F-HRTimeline
Strategic Equity Management10,143$920K0.34%-6013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,850$893K<0.01%+4,67113F-HRTimelineGroup
Proactive Wealth Strategies LLC9,645$875K0.38%+18113F-HRTimeline
Independent Wealth Network Inc.9,275$841K0.27%+1,11213F-HRTimeline
Western Wealth Management, LLC8,732$792K0.04%+60113F-HRTimeline
Gateway Wealth Partners, LLC8,627$783K0.11%+56613F-HRTimeline
Ferguson Shapiro LLC8,606$781K0.25%new13F-HRTimeline
Sylvest Advisors, LLC8,176$742K0.4%+29813F-HRTimeline
Private Advisor Group, LLC7,980$724K<0.01%-54113F-HRTimeline
Clear Point Advisors Inc.7,753$703K0.55%-10113F-HRTimeline
Wedmont Private Capital7,624$698K0.03%013F-HRTimeline
WILLNER & HELLER, LLC7,445$675K0.52%+9313F-HRTimeline
Dunhill Financial, LLC7,056$640K0.17%-2013F-HRTimeline
WORLD EQUITY GROUP, INC.6,201$563K0.13%-15413F-HRTimeline
Prospera Financial Services Inc5,794$526K0.01%+813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,142$471K0.01%-52013F-HRTimelineGroup
Nova Wealth Management, Inc.4,345$394K0.28%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,274$388K<0.01%+8113F-HRTimelineGroup
OneDigital Investment Advisors LLC4,259$386K<0.01%+5713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,179$379K<0.01%+1,64713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,008$364K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC3,917$355K0.01%013F-HRTimeline
COMERICA BANK3,796$344K<0.01%-23413F-HRTimeline
Orion Porfolio Solutions, LLC3,787$344K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC3,580$325K0.01%+58913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,369$306K<0.01%new13F-HRTimelineGroup
Waterfront Wealth Inc.3,270$305K0.06%013F-HRTimeline
Cornerstone Wealth Management, LLC3,248$295K0.02%013F-HRTimeline
SYNOVUS FINANCIAL CORP3,079$280K<0.01%-20713F-HRTimeline
PFG Advisors3,035$275K0.01%new13F-HRTimeline
WEALTH EFFECTS LLC2,855$259K0.08%new13F-HRTimeline
Pinnacle Bancorp, Inc.2,826$256K0.08%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,771$251K0.02%-27513F-HRTimeline
Wagner Wealth Management, LLC2,739$248K0.06%+213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,677$243K<0.01%+3213F-HRTimelineGroup
Plotkin Financial Advisors, LLC2,583$234K0.12%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,579$234K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,499$227K<0.01%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,497$227K<0.01%new13F-HRTimelineGroup
Warner Group LLC2,480$225K0.15%13F-HRTimeline
XML Financial, LLC2,400$218K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,299$211K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,244$204K0.02%013F-HRTimeline
Pacific Sun Financial Corp2,220$201K0.1%new13F-HRTimeline
Founders Financial Alliance, LLC2,080$189K0.04%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,223$111K<0.01%+63313F-HRTimelineGroup
Advisory Services Network, LLC1,098$99.6K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC1,084$98.3K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,065$96.6K0.01%-72513F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,000$91K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC924$84K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO873$79.2K<0.01%+38913F-HR/ATimelineGroup
Key Financial Inc785$71.4K0.01%-25213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC616$55.9K<0.01%+55113F-HRTimelineGroup
Tidemark, LLC598$54.2K0.02%013F-HRTimeline
FMR LLCin group FMR LLC581$52.7K<0.01%+11513F-HRTimelineGroup
Global Retirement Partners, LLC481$43.6K<0.01%013F-HRTimeline
NewEdge Advisors, LLC385$34.9K<0.01%-3,60513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC271$24.6K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc258$23.4K0.01%new13F-HRTimeline
CITY HOLDING CO211$19.1K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC143$13K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC135$12.2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…130$11.8K<0.01%new13F-HRTimelineGroup
Hilltop National Bank98$8.89K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…92$8.33K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC22$1.96K<0.01%013F-HRTimeline
SIGNATUREFD, LLC12$1.09K<0.01%013F-HRTimeline