Skip to content
Disclosery

FYT FIRST TR EXCHANGE-TRADED ALP

Follow

SML CAP VAL ALPH (fund)

65 managers (66 13F filers) reported a position in FYT shares at 2026-03-31, 1,763,942 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
65
13F filers
66
New
6
Added
23
Reduced
19
Sold out
4
Shares held by filers
1,763,942

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 LLC219,604$13.6M<0.01%+1,46713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY204,279$12.6M<0.01%-18,30813F-HRTimelineGroup
Cambridge Investment Research Advisors,…194,464$12M0.03%+177,38513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN171,783$10.6M<0.01%-11,21713F-HR/ATimelineGroup
Proactive Wealth Strategies LLC122,605$7.58M1.42%+59,92613F-HRTimeline
Kingsview Wealth Management, LLC121,478$7.51M0.1%-8,46213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC108,325$6.69M<0.01%+59,47713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA101,235$6.25M<0.01%-5,32413F-HRTimelineGroup
Cetera Investment Advisers60,279$3.72M<0.01%+4,26813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,752$2.95M<0.01%-37013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,421$2.68M<0.01%-7013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,382$2.19M<0.01%+4,11113F-HRTimeline
UBS Group AGin group UBS Group AG34,634$2.14M<0.01%-78713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC33,520$2.07M0.01%+1,24013F-HRTimelineGroup
Gateway Wealth Partners, LLC24,628$1.52M0.06%+12,48713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,157$1.25M<0.01%+15,34113F-HRTimelineGroup
NWAM LLC20,089$1.24M0.07%new13F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding18,050$1.12M+9,041Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP15,475$956K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,290$822K<0.01%-60813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,239$756K<0.01%+1,79313F-HRTimelineGroup
Pinnacle Bancorp, Inc.12,213$755K0.22%-1,20013F-HRTimeline
Chicago Partners Investment Group LLC8,776$584K0.01%+1013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,068$560K<0.01%+4713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,625$471K<0.01%+1,90913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,664$412K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC6,585$407K<0.01%-16413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,333$387K<0.01%+23813F-HRTimelineGroup
Waverly Advisors, LLC6,239$386K<0.01%+3513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,993$365K<0.01%+2,87213F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,450$339K<0.01%-2,13013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,238$324K<0.01%-24113F-HRTimeline
Advisory Alpha, LLC4,991$308K0.01%+1613F-HRTimeline
Advisory Advocates, LLC4,703$291K0.3%+113F-HRTimeline
Medallion Wealth Advisors, LLC4,684$289K0.09%-46213F-HRTimeline
Prasad Wealth Partners, LLC4,365$270K0.07%-15613F-HRTimeline
Janney Montgomery Scott LLC3,734$231K<0.01%+19613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,657$226K0.03%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth3,657$226K<0.01%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,591$222K0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,565$220K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC3,382$209K0.04%+1113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,275$202K<0.01%-3,16913F-HRTimelineGroup
Private Wealth Asset Management, LLC3,100$192K0.02%013F-HRTimeline
Founders Financial Alliance, LLC2,867$177K0.03%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,968$122K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,477$91.2K0.01%-3113F-HRTimeline
GAMMA Investing LLC1,259$77.8K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,194$73.8K<0.01%-32,42913F-HRTimelineGroup
Accordant Advisory Group Inc1,000$61.8K0.04%013F-HRTimeline
FMR LLCin group FMR LLC867$53.6K<0.01%+50013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…817$50.5K<0.01%+313F-HRTimelineGroup
Sound Income Strategies, LLC722$44.6K<0.01%013F-HRTimeline
MTM Investment Management, LLC605$37.4K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/494$30.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.250$15.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…206$12.8K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/189$11.7K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.187$11.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\140$8.65K<0.01%-31,13313F-HRTimelineGroup
IFP Advisors, Inc59$3.65K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management39$2.38K<0.01%-3813F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$755<0.01%013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC12$755<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC1$62<0.01%013F-HRTimeline