SEC 13F Intelligence

FYTFIRST TR EXCHANGE-TRADED ALP

CUSIP 33737M409 · Yahoo Finance ↗ · Google Finance ↗

First Tr Exchange-Traded Alp (FYT) has 67 institutional holders in Filings Flow’s 13F database, together reporting 1.78M shares worth $97M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Blueprint Investment Partners LLC, and Blueprint Financial Advisors LLC.

Institutional Holders
67
Q1 2026
Reported Value
$97M
Ticker
FYT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 26Q4 ’18Q1 ’19: 26Q2 ’19: 23Q2 ’19Q3 ’19: 20Q2 ’21: 61Q2 ’21Q4 ’21: 55Q4 ’22: 56Q4 ’22Q4 ’25: 62Q1 ’26: 67Q1 ’26Q2 ’26: 4filingsflow.com
Total reported value
Q4 ’18: $12MQ4 ’18Q1 ’19: $14MQ2 ’19: $16MQ2 ’19Q3 ’19: $12MQ2 ’21: $1.4BQ2 ’21Q4 ’21: $1.5BQ4 ’22: $67MQ4 ’22Q4 ’25: $109MQ1 ’26: $97MQ1 ’26Q2 ’26: $11Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Blueprint Financial Advisors LLC$675M AUM1.99%$13M230.4KQ4 2025OLDER
Proactive Wealth Strategies LLC$532M AUM1.42%$8M122.6KQ1 2026OLDER
Blueprint Investment Partners LLC$980M AUM1.40%$13M230.4KQ4 2025OLDER
Pinnacle Bancorp, Inc.$339M AUM0.22%$754,66312.2KQ1 2026OLDER
TCFG Investment Advisors, LLC$297M AUM0.21%$630,0679.0KQ2 2026
TCFG WEALTH MANAGEMENT, LLC$267M AUM0.21%$557,6719.0KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.10%$8M121.5KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.09%$289,4334.7KQ1 2026OLDER
Prasad Wealth Partners, LLC$367M AUM0.07%$269,7124.4KQ1 2026OLDER
NWAM LLC$1.7B AUM0.07%$1M20.1KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.06%$2M24.6KQ1 2026OLDER
Wagner Wealth Management, LLC$495M AUM0.04%$209,0013.4KQ1 2026OLDER
Accordant Advisory Group Inc$161M AUM0.04%$61,7921.0KQ1 2026OLDER
NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM0.03%$225,9733.7KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.03%$177,1422.9KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.03%$814,16514.4KQ4 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.02%$191,5553.1KQ1 2026OLDER
Cranbrook Wealth Management, LLC$492M AUM0.02%$103,1681.8KQ4 2025OLDER
Perennial Investment Advisors, LLC$1.3B AUM0.02%$246,4224.4KQ3 2025OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.01%$203,7823.6KQ3 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$584,4508.8KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.01%$37,384605Q1 2026OLDER
Advisory Alpha, LLC$3.7B AUM0.01%$308,4615.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M33.5KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.01%$221,9093.6KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$91,2381.5KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$323,6655.2KQ1 2026OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.00%$202,3503.3KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$3M47.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$4M60.3KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$60,4071.1KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$14M219.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$87,8951.3KQ2 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M35.4KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$30,525494Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$385,5196.2KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$225,9733.7KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$59,566964Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$44,571722Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$7M108.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$11M171.8KQ2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$73,7791.2KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$406,9206.6KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$471,1337.6KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$821,53013.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$6M101.2KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$15,448250Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$11,555187Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$956,22815.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$13M222.6KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M43.4KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$756,27312.2KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$338,5415.5KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$411,7816.7KQ1 2026OLDER
Merkkuri Wealth Advisors LLC$151M AUM0.00%$75512Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M34.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$220,2883.6KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$387,4156.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$10,899195Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$8,389148Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M20.2KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$50,484817Q1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$2,69339Q2 2026
IFP Advisors, Inc$4.8B AUM0.00%$3,64659Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$560,3289.1KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$75512Q1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$621Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$365,1976.0KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$8,651140Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$12,755206Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$11,679189Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$53,569867Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.