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Disclosery

FYT FIRST TR EXCHANGE-TRADED ALP

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SML CAP VAL ALPH (fund)

63 managers (64 13F filers) reported a position in FYT shares at 2025-09-30, 1,697,205 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
63
13F filers
64
New
8
Added
17
Reduced
24
Sold out
7
Shares held by filers
1,697,205

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 LLC211,161$11.8M<0.01%+14,95313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN180,365$10.1M<0.01%-4,25513F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding176,201$9.85MnewTimeline
MORGAN STANLEYin group MORGAN STANLEY160,053$8.95M<0.01%+2,68413F-HR/ATimelineGroup
Kingsview Wealth Management, LLC93,611$5.23M0.08%-13813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,586$5.12M<0.01%-24,45613F-HRTimelineGroup
Proactive Wealth Strategies LLC65,746$3.67M1.58%-3,63513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,598$2.83M<0.01%-2,88713F-HRTimelineGroup
Cetera Investment Advisers50,393$2.82M<0.01%+16,73213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,090$2.58M<0.01%+1,29713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,064$2.52M<0.01%+2,04713F-HRTimelineGroup
UBS Group AGin group UBS Group AG38,240$2.14M<0.01%-8,80513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,328$1.81M0.01%-1,74113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\30,449$1.71M<0.01%+47313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,109$1.68M<0.01%-1,98413F-HRTimeline
Cambridge Investment Research Advisors,…17,363$970K<0.01%-15713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,344$865K<0.01%-93513F-HRTimelineGroup
Belpointe Asset Management LLC14,446$807K0.03%+1,05013F-HRTimeline
Pinnacle Bancorp, Inc.13,413$750K0.22%013F-HRTimeline
Gateway Wealth Partners, LLC12,026$672K0.09%+91913F-HRTimeline
Private Advisor Group, LLC11,318$633K<0.01%-23913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,450$584K<0.01%-1,45513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,021$504K<0.01%013F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC9,009$504K0.2%013F-HR/ATimelineGroup
Chicago Partners Investment Group LLC8,690$483K0.01%+16813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,499$475K0.01%+3113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,580$421K<0.01%-30013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,285$351K0.01%-26613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,196$348K<0.01%+10113F-HRTimelineGroup
Waverly Advisors, LLC6,214$347K<0.01%+1,30013F-HRTimeline
Medallion Wealth Advisors, LLC5,080$284K0.1%-19513F-HRTimeline
Prasad Wealth Partners, LLC4,737$265K0.07%-2813F-HRTimeline
MML INVESTORS SERVICES, LLC4,534$253K<0.01%-63413F-HRTimeline
Perennial Investment Advisors, LLC4,409$246K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,269$239K<0.01%-33,60213F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC3,657$204K0.03%new13F-HRTimeline
Koshinski Asset Management, Inc.3,646$204K0.01%-73513F-HRTimeline
Janney Montgomery Scott LLC3,591$201K<0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,591$201K0.01%new13F-HRTimelineGroup
Wagner Wealth Management, LLC3,468$194K0.04%+1313F-HRTimeline
Private Wealth Asset Management, LLC3,100$173K0.02%013F-HRTimeline
Founders Financial Alliance, LLC2,841$159K0.03%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,495$140K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,968$110K<0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC1,820$102K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,488$83.1K0.01%+613F-HRTimeline
GAMMA Investing LLC1,463$81.8K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,327$74.2K<0.01%-6,92413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,081$60.4K<0.01%+213F-HRTimelineGroup
Accordant Advisory Group Inc1,000$55.9K0.04%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO923$51.6K<0.01%+22513F-HR/ATimelineGroup
MTM Investment Management, LLC605$33.8K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/494$27.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC291$16.3K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.250$14K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…206$11.5K<0.01%-1,40013F-HRTimelineGroup
Farther Finance Advisors, LLC195$10.9K<0.01%013F-HRTimeline
IFP Advisors, Inc175$9.78K<0.01%013F-HR/ATimeline
LANARK FINANCIAL, INC.174$9.72K<0.01%-50013F-HRTimeline
Global Retirement Partners, LLC148$8.27K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management77$4.31K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC40$2.24K<0.01%-713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13$683<0.01%-1813F-HRTimelineGroup