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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 2025-12-31, 1,959,747 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
63
13F filers
64
New
4
Added
21
Reduced
21
Sold out
5
Shares held by filers
1,959,747

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLCgroup of 2 filers holding230,423$13.1M+54,222Timeline
MORGAN STANLEYin group MORGAN STANLEY222,587$12.6M<0.01%+62,53413F-HR/ATimelineGroup
LPL Financial LLC218,137$12.4M<0.01%+6,97613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN183,000$10.4M<0.01%+2,63513F-HRTimelineGroup
Kingsview Wealth Management, LLC129,940$7.37M0.11%+36,32913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA106,559$6.04M<0.01%+14,97313F-HRTimelineGroup
Proactive Wealth Strategies LLC62,679$3.55M1.41%-3,06713F-HRTimeline
Cetera Investment Advisers56,011$3.17M<0.01%+5,61813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,848$2.77M<0.01%-1,75013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,122$2.73M<0.01%+3,05813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,491$2.47M<0.01%-2,59913F-HRTimelineGroup
UBS Group AGin group UBS Group AG35,421$2.01M<0.01%-2,81913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33,623$1.91M0.05%+32,29613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,280$1.83M0.01%-4813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\31,273$1.78M<0.01%+82413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC31,271$1.77M<0.01%+1,16213F-HRTimeline
Cambridge Investment Research Advisors,…17,079$968K<0.01%-28413F-HRTimeline
Belpointe Asset Management LLC14,362$814K0.03%-8413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,898$788K<0.01%-1,44613F-HRTimelineGroup
Pinnacle Bancorp, Inc.13,413$760K0.22%013F-HRTimeline
Gateway Wealth Partners, LLC12,141$688K0.08%+11513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,446$592K<0.01%-413F-HRTimelineGroup
Chicago Partners Investment Group LLC8,766$531K0.01%+7613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,021$511K<0.01%013F-HR/ATimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC9,009$511K0.2%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,580$445K<0.01%013F-HRTimeline
Private Advisor Group, LLC6,749$383K<0.01%-4,56913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,444$365K0.01%-2,05513F-HRTimelineGroup
Waverly Advisors, LLC6,204$352K<0.01%-1013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,095$345K<0.01%-10113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,716$324K<0.01%+1,18213F-HRTimeline
HARBOUR INVESTMENTS, INC.5,479$311K0.01%-80613F-HRTimeline
Medallion Wealth Advisors, LLC5,146$292K0.1%+6613F-HRTimeline
Advisory Alpha, LLC4,975$282K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,816$273K<0.01%+54713F-HRTimelineGroup
Advisory Advocates, LLC4,702$267K0.27%13F-HRTimeline
Prasad Wealth Partners, LLC4,521$256K0.07%-21613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,657$207K0.03%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth3,657$207K<0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,591$204K0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,565$202K<0.01%new13F-HR/ATimelineGroup
Janney Montgomery Scott LLC3,538$201K<0.01%-5313F-HRTimeline
Wagner Wealth Management, LLC3,371$191K0.04%-9713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,121$177K<0.01%+2,19813F-HRTimelineGroup
Private Wealth Asset Management, LLC3,100$176K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,968$112K<0.01%013F-HR/ATimelineGroup
Cranbrook Wealth Management, LLC1,820$103K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,508$85.5K0.01%+2013F-HRTimeline
GAMMA Investing LLC1,259$71.4K<0.01%-20413F-HRTimeline
Accordant Advisory Group Inc1,000$56.7K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…814$46.2K<0.01%-1,68113F-HR/ATimelineGroup
Sound Income Strategies, LLC722$43.7K<0.01%new13F-HRTimeline
MTM Investment Management, LLC605$34.3K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/494$28K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC367$20.8K<0.01%+7613F-HRTimelineGroup
Sunbelt Securities, Inc.250$14.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…206$11.7K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.187$10.6K<0.01%+1313F-HRTimeline
Global Retirement Partners, LLC148$8.39K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management77$4.37K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc59$3.34K<0.01%-11613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$693<0.01%-113F-HRTimelineGroup
Hilton Head Capital Partners, LLC1$57<0.01%13F-HRTimeline