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Disclosery

FYT FIRST TR EXCHANGE-TRADED ALP

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SML CAP VAL ALPH (fund)

70 managers (70 13F filers) reported a position in FYT shares at 2025-03-31, 1,914,195 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
70
13F filers
70
New
6
Added
12
Reduced
30
Sold out
9
Shares held by filers
1,914,195

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
Blueprint Investment Partners LLCin group Blueprint Investment Partners…263,584$13.1M2.39%-25,14913F-HRTimelineGroup
LPL Financial LLC220,729$11M<0.01%-8,01813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY175,848$8.74M<0.01%-6,07113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN165,933$8.25M<0.01%-55,89113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,175$5.33M<0.01%-66,50513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,797$4.86M<0.01%+42,27613F-HRTimelineGroup
Kingsview Wealth Management, LLC95,056$4.73M0.09%-12,35013F-HRTimeline
Proactive Wealth Strategies LLC71,731$3.57M1.9%-2,03813F-HRTimeline
UBS Group AGin group UBS Group AG57,032$2.84M<0.01%-2,17113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,962$2.43M<0.01%-3,09113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,260$2.4M<0.01%-3,85913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…41,933$2.09M0.06%-21913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,261$1.75M<0.01%+25,72413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC34,619$1.72M<0.01%-5,62213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP33,300$1.66M<0.01%+25,50013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,660$1.47M0.01%-3,67613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\28,433$1.42M<0.01%+1,18113F-HRTimelineGroup
Cetera Investment Advisers23,738$1.18M<0.01%+6,67613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,950$1.04M<0.01%new13F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC20,914$1.04M0.04%new13F-HR/ATimeline
Private Advisor Group, LLC19,560$973K0.01%-55,62013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,483$820K<0.01%+4,60813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,269$810K<0.01%-52613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.14,273$710K<0.01%-35413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,970$695K0.01%new13F-HRTimelineGroup
Prasad Wealth Partners, LLC13,580$675K0.22%-8,69013F-HRTimeline
Pinnacle Bancorp, Inc.13,413$667K0.22%013F-HRTimeline
Belpointe Asset Management LLC13,378$665K0.03%-1,83513F-HRTimeline
Atria Wealth Solutions, Inc.13,084$651K0.01%-8,05013F-HRTimeline
Cambridge Investment Research Advisors,…12,956$644K<0.01%-30013F-HRTimeline
Gateway Wealth Partners, LLC12,094$601K0.14%+39113F-HRTimeline
HRT FINANCIAL LP9,541$474K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,021$449K<0.01%013F-HR/ATimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC9,009$448K0.22%013F-HRTimelineGroup
Chicago Partners Investment Group LLC9,390$441K0.01%-14213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,640$380K<0.01%-60013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,595$378K0.01%-14313F-HRTimeline
FLOW TRADERS U.S. LLC7,059$351K0.01%-6,76513F-HRTimeline
SMITH, MOORE & CO.6,699$333K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC6,182$307K0.14%-33613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,910$294K<0.01%+27013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,888$293K<0.01%-1,68913F-HRTimeline
Cornerstone Wealth Management, LLC5,810$289K0.02%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,314$264K0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC4,657$232K<0.01%+15013F-HRTimeline
Koshinski Asset Management, Inc.4,421$220K0.02%-15313F-HRTimeline
Janney Montgomery Scott LLC4,106$204K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,032$200K<0.01%+1,31813F-HR/ATimelineGroup
Wagner Wealth Management, LLC3,757$187K0.05%+2013F-HRTimeline
Private Wealth Asset Management, LLC3,100$154K0.02%13F-HRTimeline
Founders Financial Alliance, LLC2,831$141K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,968$98K<0.01%+55713F-HRTimelineGroup
Cranbrook Wealth Management, LLC1,820$90.5K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,606$79.9K<0.01%-8213F-HRTimelineGroup
GAMMA Investing LLC1,463$72.8K0.01%013F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,275$63.4K0.01%-55213F-HRTimeline
Accordant Advisory Group Inc1,000$49.7K0.05%013F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…970$48.2K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC605$30.1K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.500$24K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.250$12.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC195$9.7K<0.01%013F-HRTimeline
IFP Advisors, Inc175$8.7K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC116$5.79K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…95$4.72K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management77$3.84K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC65$3.22K<0.01%-49213F-HRTimelineGroup
Creekmur Asset Management LLC47$2.34K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…31$2K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.