FIRST TR EXCHANGE-TRADED ALP (FYT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
70
Reporting holders
$119.1M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $18.2M | 260,096 | 0.00% | 31q | +18.4%+$2.8M |
| MORGAN STANLEY | $12.9M | 185,118 | 0.00% | 35q | -9.4%-$1.3M |
| WELLS FARGO & COMPANY/MN | $12.4M | 178,000 | 0.00% | 31q | -48.2%-$11.6M |
| ROYAL BANK OF CANADA | $8.9M | 126,963 | 0.00% | 31q | +25.4%+$1.8M |
| Kingsview Wealth Management, LLC | $8.5M | 122,159 | 0.10% | 25q | +0.6%+$47.5K |
| Proactive Wealth Strategies LLC | $8.3M | 119,349 | 1.34% | 8q | -2.7%-$227.3K |
| RAYMOND JAMES FINANCIAL INC | $7.1M | 100,999 | 0.00% | 7q | -6.8%-$511.5K |
| Cetera Investment Advisers | $4.8M | 68,397 | 0.00% | 8q | +13.5%+$566.7K |
| ROMAN BUTLER FULLERTON & CO | $3.4M | 47,850 | 0.80% | new | NEW |
| TRUIST FINANCIAL CORP | $3.3M | 46,570 | 0.00% | 24q | -2.5%-$82.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 40,400 | 0.00% | 25q | +14.2%+$350.3K |
| ENVESTNET ASSET MANAGEMENT INC | $2.8M | 40,028 | 0.00% | 23q | -7.8%-$236.9K |
| UBS Group AG | $2.4M | 34,123 | 0.00% | 31q | -1.5%-$35.7K |
| GOLDMAN SACHS GROUP INC | $2.1M | 29,611 | 0.00% | 19q | +226.5%+$1.4M |
| NWAM LLC | $1.4M | 20,098 | 0.07% | 2q | HELD |
| IFG Advisory, LLC | $1.4M | 19,854 | 0.05% | new | NEW |
| CITADEL ADVISORS LLC | $1.2M | 16,678 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $1.1M | 15,714 | 0.00% | 22q | -53.1%-$1.2M |
| OSAIC HOLDINGS, INC. | $1.0M | 14,508 | 0.00% | 26q | +9.2%+$85.1K |
| TWO SIGMA INVESTMENTS, LP | $1.0M | 14,500 | 0.00% | 2q | -6.3%-$68.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $876.7K | 12,558 | 0.00% | 22q | -37.7%-$530.5K |
| JONES FINANCIAL COMPANIES LLLP | $869.5K | 12,412 | 0.00% | 10q | +96.0%+$425.9K |
| Gateway Wealth Partners, LLC | $865.5K | 12,397 | 0.05% | 9q | -49.7%-$853.9K |
| Pinnacle Bancorp, Inc. | $852.6K | 12,213 | 0.22% | 24q | HELD |
| STIFEL FINANCIAL CORP | $671.2K | 9,614 | 0.00% | 25q | -21.4%-$183.3K |
| TCFG Investment Advisors, LLC | $630.1K | 9,025 | 0.21% | 2q | HELD |
| Chicago Partners Investment Group LLC | $612.2K | 8,678 | 0.01% | 25q | -1.1%-$6.9K |
| MML INVESTORS SERVICES, LLC | $588.2K | 8,425 | 0.00% | 13q | +10.5%+$55.9K |
| Baird Financial Group, Inc. | $500.1K | 7,164 | 0.00% | 2q | +7.5%+$34.9K |
| Corient Private Wealth LP | $497.8K | 7,130 | 0.00% | 3q | +100.0%+$248.9K |
| Private Advisor Group, LLC | $455.4K | 6,522 | 0.00% | 22q | -1.0%-$4.4K |
| Waverly Advisors, LLC | $426.8K | 6,113 | 0.00% | 7q | -2.0%-$8.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $383.7K | 5,496 | 0.00% | 7q | +0.8%+$3.2K |
| JPMORGAN CHASE & CO | $368.2K | 5,280 | 0.00% | 6q | -11.9%-$49.7K |
| Tower Research Capital LLC (TRC) | $367.2K | 5,260 | 0.01% | 21q | +340.5%+$283.9K |
| HARBOUR INVESTMENTS, INC. | $355.6K | 5,093 | 0.00% | 21q | -2.8%-$10.1K |
| Advisory Alpha, LLC | $350.0K | 5,013 | 0.01% | 3q | HELD |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $339.0K | 4,856 | 0.02% | new | NEW |
| Advisory Advocates, LLC | $328.4K | 4,704 | 0.28% | 3q | HELD |
| &PARTNERS | $310.9K | 4,624 | 0.00% | new | NEW |
| Medallion Wealth Advisors, LLC | $306.3K | 4,387 | 0.10% | 7q | -6.3%-$20.7K |
| Prasad Wealth Partners, LLC | $305.9K | 4,382 | 0.07% | 7q | HELD |
| NORTHWEST WEALTH MANAGEMENT, LLC | $255.3K | 3,657 | 0.03% | 4q | HELD |
| Focus Partners Advisor Solutions, LLC | $255.3K | 3,657 | 0.00% | 3q | HELD |
| LEVEL FOUR ADVISORY SERVICES, LLC | $250.7K | 3,591 | 0.01% | 4q | HELD |
| Belpointe Asset Management LLC | $236.5K | 3,388 | 0.01% | new | NEW |
| Warner Group LLC | $234.6K | 3,360 | 0.06% | new | NEW |
| Wagner Wealth Management, LLC | $228.8K | 3,278 | 0.04% | 23q | -3.1%-$7.3K |
| Private Wealth Asset Management, LLC | $216.4K | 3,100 | 0.02% | 6q | HELD |
| Koshinski Asset Management, Inc. | $213.3K | 3,055 | 0.01% | new | NEW |
| D.A. DAVIDSON & CO. | $208.0K | 2,979 | 0.00% | new | NEW |
| Prospera Financial Services Inc | $203.1K | 2,908 | 0.00% | new | NEW |
| Founders Financial Alliance, LLC | $201.0K | 2,879 | 0.03% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $89.8K | 1,287 | 0.00% | 21q | -12.9%-$13.3K |
| GAMMA Investing LLC | $87.9K | 1,259 | 0.00% | 9q | HELD |
| Accordant Advisory Group Inc | $69.8K | 1,000 | 0.05% | 10q | HELD |
| FMR LLC | $60.5K | 867 | 0.00% | 4q | HELD |
| Rockefeller Capital Management L.P. | $57.2K | 819 | 0.00% | 4q | HELD |
| MTM Investment Management, LLC | $42.2K | 605 | 0.01% | 20q | HELD |
| FIFTH THIRD BANCORP | $36.3K | 520 | 0.00% | new | NEW |
| TRUST CO OF TOLEDO NA /OH/ | $34.5K | 494 | 0.00% | 5q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $29.0K | 416 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $14.4K | 207 | 0.00% | 31q | HELD |
| LANARK FINANCIAL, INC. | $13.1K | 187 | 0.00% | 6q | HELD |
| Regatta Research & Money Management | $12.8K | 183 | 0.01% | new | FIRST |
| Global Retirement Partners, LLC | $11.9K | 170 | 0.00% | 16q | +14.9%+$1.5K |
| Spire Wealth Management | $2.7K | 39 | 0.00% | 21q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.0K | 28,586 | 0.00% | 25q | -85.3%-$11.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1K | 16 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $1.1K | 15 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $853 | 12 | 0.00% | 18q | HELD |
| Janney Montgomery Scott LLC | $247 | 3,537 | 0.00% | 4q | -5.3% |
| FLOW TRADERS U.S. LLC | $232 | 3,318 | 0.01% | new | NEW |
| Capital Analysts, LLC | $88 | 1,265 | 0.00% | 18q | -35.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 70 | $119.1M | 1,706,309 | 14 | 14 | 20 | 0.0% |
| Q1 2026 | 64 | $107.3M | 1,736,523 | 7 | 16 | 18 | 0.0% |
| Q4 2025 | 61 | $110.1M | 1,940,727 | 4 | 21 | 16 | 0.0% |
| Q3 2025 | 60 | $92.0M | 1,645,097 | 7 | 13 | 21 | 0.0% |
| Q2 2025 | 58 | $78.6M | 1,557,616 | 5 | 12 | 22 | 0.0% |
| Q1 2025 | 59 | $87.8M | 1,765,796 | 4 | 11 | 25 | 0.0% |
| Q4 2024 | 63 | $119.3M | 2,168,846 | 4 | 22 | 18 | 0.0% |
| Q3 2024 | 65 | $122.8M | 2,209,999 | 5 | 17 | 24 | 0.0% |
| Q2 2024 | 61 | $128.6M | 2,483,477 | 5 | 15 | 18 | 0.0% |
| Q1 2024 | 64 | $170.7M | 3,142,527 | 10 | 19 | 14 | 0.0% |
| Q4 2023 | 60 | $143.4M | 2,636,707 | 9 | 13 | 18 | 0.0% |
| Q3 2023 | 51 | $115.0M | 2,447,993 | 2 | 9 | 25 | 0.0% |
| Q2 2023 | 50 | $122.2M | 2,650,922 | 1 | 17 | 17 | 0.0% |
| Q1 2023 | 58 | $146.4M | 3,206,140 | 7 | 22 | 14 | 0.0% |
| Q4 2022 | 47 | $103.4M | 2,296,404 | 5 | 15 | 16 | 0.0% |
| Q3 2022 | 67 | $122.4M | 3,015,568 | 7 | 20 | 19 | 0.0% |
| Q2 2022 | 67 | $163.4M | 3,710,606 | 7 | 21 | 22 | 0.0% |
| Q1 2022 | 67 | $185.8M | 3,638,236 | 15 | 25 | 11 | 0.0% |
| Q4 2021 | 62 | $160.1M | 3,015,248 | 9 | 19 | 15 | 0.0% |
| Q3 2021 | 55 | $157.7M | 3,159,274 | 4 | 13 | 27 | 0.0% |
| Q2 2021 | 68 | $240.2M | 4,717,218 | 10 | 28 | 17 | 0.0% |
| Q1 2021 | 61 | $190.3M | 3,781,128 | 19 | 22 | 8 | 0.0% |
| Q4 2020 | 41 | $82.3M | 1,978,449 | 9 | 16 | 4 | 0.0% |
| Q3 2020 | 35 | $33.8M | 1,092,978 | 6 | 7 | 12 | 0.0% |
| Q2 2020 | 33 | $24.8M | 823,175 | 10 | 8 | 6 | 0.0% |
| Q1 2020 | 24 | $14.1M | 637,568 | 6 | 5 | 9 | 0.0% |
| Q4 2019 | 33 | $38.4M | 1,002,530 | 7 | 11 | 8 | 0.0% |
| Q3 2019 | 28 | $24.7M | 712,006 | 1 | 8 | 15 | 0.0% |
| Q2 2019 | 29 | $31.0M | 897,364 | 3 | 8 | 12 | 0.0% |
| Q1 2019 | 34 | $29.3M | 825,846 | 4 | 17 | 10 | 0.0% |
| Q4 2018 | 33 | $24.9M | 803,696 | 1 | 0 | 2 | 0.0% |