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Disclosery

FYC FIRST TR EXCHANGE-TRADED ALP

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SML CP GRW ALP (fund)

154 managers (157 13F filers) reported a position in FYC shares at 2026-03-31, 6,595,224 shares in all. 31 filers opened a position and 12 filers sold out during the quarter.

Managers
154
13F filers
157
New
31
Added
69
Reduced
27
Sold out
12
Shares held by filers
6,595,224

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 LLC1,360,284$132M0.04%+176,65413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC544,962$52.9M0.02%+106,07713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN443,572$43M0.01%+79,90013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY394,547$38.3M<0.01%+101,25513F-HRTimelineGroup
Cetera Investment Advisers289,684$28.1M0.03%+34,67613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/244,266$23.7M<0.01%+42,75213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP196,613$19.1M0.02%+176,09413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC185,425$18M<0.01%+26,33013F-HRTimelineGroup
UBS Group AGin group UBS Group AG174,614$16.9M<0.01%+90,35813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA171,140$16.6M<0.01%+7,18313F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV159,243$15.4M2.05%+5,32513F-HRTimeline
Richmond Investment Services, LLC146,944$14.3M2.3%+3,85913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.102,487$9.94M0.01%+9,34913F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC101,463$9.84M3.44%-6,89113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…100,379$9.73M0.11%+1,09813F-HRTimelineGroup
Integrity Advisory Solutions, LLC97,707$9.48M1.25%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…92,515$8.97M0.01%+15,74613F-HRTimelineGroup
Cambridge Investment Research Advisors,…91,307$8.86M0.02%+9,46413F-HRTimeline
MML INVESTORS SERVICES, LLC87,736$8.51M0.02%+21,03313F-HRTimeline
IFP Advisors, Inc86,846$8.42M0.17%-1,97013F-HRTimeline
Bedel Financial Consulting, Inc.77,173$7.48M0.86%+2,73113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.72,917$7.07M0.01%+54,75513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP67,700$6.57M0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…60,864$5.9M<0.01%+17,53513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.57,512$5.53M0.04%+1,63613F-HRTimelineGroup
Janney Montgomery Scott LLC53,085$5.15M0.01%+8,04813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51,188$4.84M<0.01%+21,66513F-HRTimelineGroup
Integrated Wealth Concepts LLC49,509$4.8M0.04%+1,77313F-HRTimeline
Financial Management, Inc.48,052$4.66M4.38%+1,54113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC46,094$4.47M0.01%+7,12113F-HRTimeline
Kingsview Wealth Management, LLC43,468$4.22M0.06%-1,04213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC40,525$3.93M0.55%+1113F-HRTimeline
Steward Partners Investment Advisory, L…37,326$3.62M0.02%+16,68613F-HRTimeline
&PARTNERS35,891$3.48M0.02%+21,67013F-HRTimeline
Paller Financial Services Inc31,793$3.08M2.55%-77013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,465$2.66M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC27,078$2.63M0.01%+1,15513F-HRTimeline
HARBOUR INVESTMENTS, INC.25,702$2.49M0.04%+4,71413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding23,719$2.3M+2,122Timeline
StoryOne LLC0$2.25M1.27%013F-HRTimelineAmount filed as zero, left out of ratios.
HFG Advisors, Inc.23,128$2.24M1.58%+29713F-HRTimeline
Proactive Wealth Strategies LLC21,809$2.12M0.4%+10,90413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding21,026$2.04M+10,436Timeline
Geneos Wealth Management Inc.20,549$1.99M0.05%+6,05413F-HRTimeline
Certified Advisory Corp19,637$1.9M0.17%+44313F-HRTimeline
Warner Group LLC19,069$1.85M1.21%+7,36313F-HRTimeline
Gateway Wealth Partners, LLC17,972$1.74M0.07%+9,21813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,199$1.67M<0.01%+3,58513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\15,922$1.55M<0.01%-4,39913F-HRTimelineGroup
MTM Investment Management, LLC15,753$1.53M0.48%013F-HRTimeline
Empirical Asset Management, LLC15,276$1.48M0.39%-1,35913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,019$1.46M<0.01%new13F-HRTimelineGroup
Brookwood Investment Group LLC13,888$1.35M0.17%+4,10013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding13,542$1.31M+7,060Timeline
MONECO ADVISORS, LLC13,385$1.3M0.1%-31813F-HRTimeline
Quantum Portfolio Management LLC13,125$1.27M0.55%-16413F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,711$1.23M<0.01%new13F-HRTimelineGroup
Summit Financial, LLC12,570$1.22M0.02%new13F-HRTimeline
MONEYWISE, INC.11,990$1.16M0.51%-74813F-HRTimeline
Nova Wealth Management, Inc.11,694$1.13M0.74%+3,13113F-HRTimeline
Gladstone Institutional Advisory LLC11,665$1.13M0.04%new13F-HRTimeline
Western Wealth Management, LLC11,492$1.11M0.04%+51113F-HR/ATimeline
D.A. DAVIDSON & CO.10,735$1.04M0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,795$1.01M0.06%-7,76513F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,379$1.01M0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,674$956K<0.01%+6,90413F-HRTimeline
WILLNER & HELLER, LLC9,217$894K0.67%+1,10613F-HRTimeline
Strategic Equity Management9,027$875K0.33%-34713F-HRTimeline
Sylvest Advisors, LLC8,510$825K0.44%+10513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,379$813K0.02%new13F-HRTimelineGroup
Betterment LLC8,226$798K<0.01%new13F-HRTimeline
Wedmont Private Capital7,624$781K0.03%013F-HRTimeline
Index Technologies Group LLC7,968$773K0.84%-10713F-HRTimeline
Clear Point Advisors Inc.7,753$752K0.59%+23113F-HRTimeline
Ashton Thomas Private Wealth, LLC7,660$743K0.02%+3,76313F-HRTimeline
Dunhill Financial, LLC7,056$684K0.16%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,605$641K<0.01%-28,54113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,147$596K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance6,077$589K0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.5,973$579K0.15%-18913F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV5,495$533K0.46%+1,88013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,234$511K0.01%+74413F-HRTimelineGroup
Independent Wealth Network Inc.4,896$475K0.14%-4,44613F-HRTimeline
Prospera Financial Services Inc4,816$467K0.01%-10413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,733$459K<0.01%new13F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC4,614$447K0.2%+1,29713F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC4,551$441K0.2%-21,41013F-HRTimeline
Belpointe Asset Management LLC4,091$397K0.01%+17413F-HRTimeline
LexAurum Advisors, LLC3,987$387K0.05%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,946$383K<0.01%+60513F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO3,840$372K0.31%new13F-HRTimeline
Waterfront Wealth Inc.3,755$364K0.07%013F-HRTimeline
OneDigital Investment Advisors LLC3,751$364K<0.01%+32613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,512$341K<0.01%-64413F-HRTimelineGroup
TBH Global Asset Management, LLC3,468$336K0.07%new13F-HRTimeline
Echo Wealth Management, LLC3,440$334K0.19%-1,04913F-HRTimeline
PFG Advisors3,343$324K0.02%+16913F-HRTimeline
Cornerstone Wealth Management, LLC3,211$311K0.02%013F-HRTimeline
PRIVATE TRUST CO NA3,123$303K0.03%+51213F-HRTimeline
Mariner, LLCin group Mariner, LLC3,045$295K<0.01%+22013F-HRTimelineGroup
BAM Wealth Management, LLC2,932$284K0.21%new13F-HRTimeline
CARLSON FINANCIAL, INC.2,877$279K0.16%+7413F-HRTimeline
Pinnacle Bancorp, Inc.2,826$274K0.08%013F-HRTimeline
Wagner Wealth Management, LLC2,719$264K0.05%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,694$261K<0.01%new13F-HR/ATimelineGroup
Financial Partners Group, Inc2,642$256K0.03%new13F-HRTimeline
Arkadios Wealth Advisors2,610$253K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,593$251K<0.01%-513F-HRTimelineGroup
Plotkin Financial Advisors, LLC2,583$250K0.13%013F-HRTimeline
WEALTH EFFECTS LLC2,560$248K0.09%+1013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,497$242K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,425$236K0.01%+1,57213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,420$235K0.01%new13F-HRTimelineGroup
XML Financial, LLC2,400$233K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,368$230K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,302$223K<0.01%013F-HRTimeline
IHT Wealth Management, LLC2,275$221K0.01%+7513F-HRTimeline
Pacific Sun Financial Corp2,220$215K0.1%013F-HRTimeline
First Heartland Consultants, Inc.2,188$212K0.02%new13F-HRTimeline
Advisor Resource Council2,165$210K0.08%-2,50013F-HRTimeline
Advisory Services Network, LLC2,122$206K<0.01%+2413F-HRTimeline
Founders Financial Alliance, LLC2,080$202K0.04%new13F-HRTimeline
Sound Income Strategies, LLC1,932$190K0.01%-213F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,650$159K0.05%013F-HRTimeline
Keating Financial Advisory Services, In…1,538$149K0.02%013F-HRTimeline
Private Wealth Asset Management, LLC1,084$105K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,042$101K<0.01%-6613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO825$76.7K<0.01%+38113F-HR/ATimelineGroup
Key Financial Inc785$76.1K0.01%013F-HRTimeline
NewEdge Advisors, LLC707$68.6K<0.01%-20813F-HR/ATimeline
BLAIR WILLIAM & CO/IL700$67.9K<0.01%+37513F-HRTimeline
FMR LLCin group FMR LLC644$62.4K<0.01%+5913F-HRTimelineGroup
Farther Finance Advisors, LLC580$56.9K<0.01%+55813F-HRTimeline
Tidemark, LLC538$52.2K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…508$49.3K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC489$47.4K<0.01%-49613F-HRTimeline
Bullseye Investment Management, LLC400$38.8K0.02%013F-HRTimeline
Golden State Wealth Management, LLC323$31.3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc258$25K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…239$23.2K0.01%013F-HRTimeline
CITY HOLDING CO211$20.5K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC194$18.8K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV192$18.6K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors196$18.2K<0.01%new13F-HRTimelineGroup
Archer Investment Corp185$17.9K<0.01%+16513F-HRTimeline
Barnes Dennig Private Wealth Management…161$15.6K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…130$12.6K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/128$12.4K<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…68$6.6K<0.01%-2413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC65$6.3K<0.01%013F-HRTimelineGroup
Arax Advisory Partners44$4.3K<0.01%+1813F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC25$2.38K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC12$1.16K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC1$97<0.01%013F-HRTimeline