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Disclosery

FYX FIRST TR EXCHANGE-TRADED ALP

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COM SHS (fund)

178 managers (181 13F filers) reported a position in FYX shares at 2026-03-31, 6,131,178 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
178
13F filers
181
New
23
Added
65
Reduced
55
Sold out
14
Shares held by filers
6,131,178

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
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA708,400$84.5M0.02%+103,92113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY652,809$77.9M<0.01%-14,58613F-HRTimelineGroup
LPL Financial LLC612,053$73.1M0.02%+28,81213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN544,360$65M0.01%-4,36613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC413,853$49.4M0.02%+142,94913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/371,540$44.3M<0.01%+5113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding305,596$36.5M+53,521Timeline
Janney Montgomery Scott LLC253,525$30.3M0.07%+14,56213F-HRTimeline
Cetera Investment Advisers128,909$15.4M0.02%-2,28713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…116,881$14M0.01%+13,57813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…85,517$10.2M0.11%+10,39213F-HRTimelineGroup
Chicago Partners Investment Group LLC72,627$9.57M0.21%+1,28613F-HRTimeline
Crusonia Wealth Advisors LLC73,878$8.82M1.82%+45713F-HRTimeline
Genesee Capital Advisors, LLC67,676$8.08M3.38%-53913F-HRTimeline
Cambridge Investment Research Advisors,…67,275$8.03M0.02%-18,03913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC65,760$7.85M0.01%-88113F-HRTimeline
Per Stirling Capital Management, LLC.65,529$7.82M0.86%+32,27413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding61,106$7.29M+2,387Timeline
Wealth Alliance Advisory Group, LLC59,646$7.12M1.13%-2,65713F-HRTimeline
Geneos Wealth Management Inc.52,376$6.25M0.15%-70513F-HRTimeline
D.A. DAVIDSON & CO.48,158$5.75M0.03%+73613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,365$5.3M0.01%+1,50613F-HRTimelineGroup
Hapanowicz & Associates Financial Servi…42,480$5.07M2.02%-3,75113F-HRTimeline
Mainsail Financial Group, LLC40,233$4.8M2%+6413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding39,026$4.66M+1,617Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,441$4.58M<0.01%+1,93213F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,729$4.5M<0.01%-45913F-HRTimelineGroup
HighTower Advisors, LLC36,855$4.4M<0.01%+46413F-HRTimeline
MTM Investment Management, LLC36,261$4.33M1.37%+62113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,925$3.86M0.01%+1,50113F-HRTimeline
Troutman Wealth Management, LLC32,141$3.84M3.2%-19913F-HRTimeline
CITY HOLDING CO31,352$3.74M0.47%+5,56913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,988$3.7M0.01%-3,85513F-HRTimelineGroup
RFG Advisory, LLC30,871$3.68M0.07%new13F-HRTimeline
Regal Investment Advisors LLC30,518$3.64M0.21%+213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,576$3.53M<0.01%+19,68513F-HRTimelineGroup
Western Wealth Management, LLC29,514$3.52M0.13%+2,07113F-HR/ATimeline
MML INVESTORS SERVICES, LLC27,439$3.27M0.01%+10,39013F-HRTimeline
CWM, LLCin group CWM, LLC25,841$3.08M0.01%-1,08213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,310$2.97M<0.01%+6,62713F-HRTimelineGroup
PARK NATIONAL CORP /OH/23,108$2.76M0.08%-26713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,465$2.68M<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…22,002$2.63M<0.01%new13F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC21,120$2.52M0.1%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV20,673$2.47M<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC17,923$2.14M0.01%-19413F-HRTimeline
Milestones Private Investment Advisors …17,394$2.08M1.83%+32613F-HRTimeline
Lakeridge Wealth Management LLC17,236$2.06M0.88%+26513F-HRTimeline
Catalyst Investment Management LLC14,839$1.95M2.16%+21613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,015$1.81M0.01%+77313F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding14,530$1.73M+7,243Timeline
&PARTNERS14,110$1.68M0.01%-51913F-HRTimeline
Three Seasons Wealth, LLC13,107$1.56M0.6%-97213F-HRTimeline
Sun Financial Inc11,770$1.54M0.77%-13313F-HRTimeline
Maridea Wealth Management LLC12,775$1.52M0.22%+4,82813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,209$1.46M<0.01%+1,33613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,153$1.45M<0.01%+9313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12,049$1.44M0.02%+9,30213F-HRTimeline
ARS Wealth Advisors Group, LLC11,569$1.38M0.12%+113F-HRTimeline
Keystone Financial Group11,490$1.37M0.09%-2,95613F-HRTimeline
B. Riley Wealth Advisors, Inc.11,688$1.36M0.09%-3,26913F-HRTimeline
Triumph Capital Management11,301$1.35M0.27%-1,70813F-HRTimeline
Cyndeo Wealth Partners, LLC11,033$1.32M0.07%+2213F-HRTimeline
G&S Capital LLC9,561$1.14M0.4%-27113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,523$1.14M<0.01%+1,30713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,947$1.07M<0.01%+2,69413F-HRTimelineGroup
Independent Advisor Alliance8,933$1.07M0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,917$1.06M<0.01%-1613F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC7,102$848K0.03%-4613F-HRTimeline
Integrated Wealth Concepts LLC7,013$837K0.01%-6,22613F-HRTimeline
Private Advisor Group, LLC6,938$828K<0.01%+1,08813F-HRTimeline
Perennial Investment Advisors, LLC6,509$777K0.06%-49213F-HRTimeline
POTENTIA WEALTH6,015$718K0.28%-96813F-HRTimeline
Steward Partners Investment Advisory, L…5,999$716K<0.01%+13013F-HRTimeline
Root Financial Partners, LLC5,926$707K0.03%-19913F-HRTimeline
VestGen Advisors, LLC5,349$703K0.02%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,600$668K<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…5,500$656K0.01%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,363$640K0.03%-713F-HRTimeline
Hilton Head Capital Partners, LLC5,230$624K0.35%-813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,176$618K<0.01%+513F-HRTimeline
Keystone Wealth Services, LLC5,125$612K0.13%new13F-HRTimeline
KPP Advisory Services LLC4,955$591K0.09%-52613F-HRTimeline
NewEdge Advisors, LLC4,789$572K<0.01%-5913F-HR/ATimeline
Vise Technologies, Inc.4,954$560K0.01%013F-HRTimeline
Atlas Legacy Advisors, LLC4,678$558K0.1%013F-HRTimeline
Waverly Advisors, LLC4,613$551K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,573$546K<0.01%013F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC4,562$545K0.39%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4,559$544K0.18%+113F-HRTimeline
Belpointe Asset Management LLC4,529$541K0.02%+13713F-HRTimeline
Creative Planningin group Creative Planning4,504$538K<0.01%+113F-HRTimelineGroup
Trueblood Wealth Management, LLC4,365$521K0.2%-4513F-HRTimeline
Snowden Capital Advisors LLC4,287$512K0.01%+113F-HRTimeline
Krilogy Financial LLC3,940$507K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,157$496K<0.01%-26713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,129$493K0.01%013F-HRTimelineGroup
HM PAYSON & CO3,540$423K0.01%013F-HRTimeline
Arkadios Wealth Advisors3,499$418K0.01%-8013F-HRTimeline
Element Wealth, LLC3,459$413K0.17%-2313F-HRTimeline
Tudor Financial Inc.3,380$403K0.21%new13F-HR/ATimeline
Fragasso Financial Advisors Inc3,149$382K0.02%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,924$349K0.36%+5013F-HRTimeline
QTR Family Wealth, LLC2,710$347K0.14%-6313F-HRTimeline
PRIVATE TRUST CO NA2,896$346K0.03%-9913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,886$344K0.01%+113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …2,780$332K0.02%new13F-HRTimeline
IHT Wealth Management, LLC2,775$331K0.01%+26113F-HRTimeline
WEALTH EFFECTS LLC2,710$324K0.11%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,591$309K0.01%-1613F-HR/ATimeline
ZACKS INVESTMENT MANAGEMENT2,548$304K<0.01%-413F-HRTimeline
MONECO ADVISORS, LLC2,536$303K0.02%-3913F-HRTimeline
HBK Sorce Advisory LLC2,228$299K0.01%-313F-HRTimeline
Venture Visionary Partners LLC2,465$294K0.01%013F-HRTimeline
TKG Advisors, LLC2,428$290K0.12%+913F-HRTimeline
Allworth Financial LP2,357$281K<0.01%013F-HRTimeline
FWG Holdings, LLC2,316$281K0.11%-21,03913F-HRTimeline
Cedrus Wealth Group LLC2,340$279K0.31%+55313F-HRTimeline
Tidemark, LLC2,334$279K0.07%-5113F-HRTimeline
Gateway Wealth Partners, LLC2,316$276K0.01%new13F-HRTimeline
PCG Wealth Advisors, LLC2,312$276K0.07%-2013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC2,280$272K0.01%013F-HRTimeline
Vestmark Advisory Solutions, Inc.2,243$268K<0.01%+113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,243$268K0.01%+113F-HRTimeline
Arax Advisory Partners2,193$262K0.01%+8813F-HRTimeline
Farrell Financial LLC2,191$262K0.16%+213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,123$253K0.03%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,081$248K0.01%+213F-HRTimelineGroup
Aspen Capital Management, LLC1,974$236K0.06%013F-HRTimeline
American Institute for Advanced Investm…1,965$235K0.15%+5013F-HRTimeline
WEDBUSH SECURITIES INC1,890$226K0.01%+113F-HRTimeline
Walkner Condon Financial Advisors LLC1,843$220K0.03%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,794$214K<0.01%+313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,719$205K<0.01%new13F-HRTimelineGroup
BETO FINANCIAL GROUP, LLC1,529$204K0.12%-24513F-HRTimeline
GAMMA Investing LLC1,702$203K0.01%+29713F-HRTimeline
Arkos Global Advisors1,657$198K0.02%new13F-HRTimeline
Kings Path Partners LLC1,591$190K0.07%+113F-HR/ATimeline
Farther Finance Advisors, LLC1,407$169K<0.01%-9413F-HRTimeline
FMR LLCin group FMR LLC1,410$168K<0.01%+24413F-HRTimelineGroup
Sound Income Strategies, LLC1,330$160K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,254$150K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,020$122K<0.01%013F-HRTimelineGroup
CX Institutional892$106K<0.01%-27513F-HRTimeline
REAP Financial Group, LLC710$84.7K0.02%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC702$83.8K<0.01%+113F-HRTimeline
Private Wealth Asset Management, LLC618$73.8K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC578$69K0.02%new13F-HRTimeline
Synergy Investment Management, LLC500$59.7K0.02%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC491$58.6K0.03%-8313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…405$48.3K0.02%013F-HRTimeline
IFP Advisors, Inc378$45.1K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL324$38.7K<0.01%+2413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.257$30.7K<0.01%+14413F-HRTimelineGroup
ALERUS FINANCIAL NA200$23.9K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.175$21K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INTERNATIONAL ASSETS INVESTMENT MANAGEM…163$19.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC165$19.2K<0.01%013F-HRTimeline
IFG Advisory, LLC137$16.4K0.05%-20,07413F-HRTimeline
TD Capital Management LLC132$15.8K<0.01%013F-HRTimeline
Kozak & Associates, Inc.111$14.1K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.116$13.8K<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC110$13.1K<0.01%013F-HRTimeline
Larson Financial Group LLC105$12.5K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC100$12.1K<0.01%013F-HRTimeline
Financial Perspectives, Inc100$11.9K<0.01%013F-HRTimeline
Key Financial Inc97$11.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…93$11.1K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC86$10.3K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC65$7.76K<0.01%013F-HRTimeline
MATHER GROUP, LLC.64$7.64K<0.01%new13F-HRTimeline
Blue Trust, Inc.48$5.73K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC45$5.37K<0.01%13F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…35$4.18K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC31$3.7K<0.01%-913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$510<0.01%-1213F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$476<0.01%-1913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$239<0.01%013F-HRTimelineGroup