13F Insight
DOSSIER · 13F Holders · Q4 2025
FAPR

FIRST TR EXCHNG TRADED FD VI

138 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740U885·138 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$130M
visible holders
Holders
138
filers reporting
Concentration
9.87%
ASSETMARK, INC #1
top holder share
AI Holders Summary · Q4 2025

138 institutions reported FAPR in Q4 2025. ASSETMARK, INC leads at 9.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ASSETMARK, INC
CIK 0001344551
$13M289K0.03%Q4 202502
MML INVESTORS SERVICES, LLC
CIK 0000701059
$11M249K0.03%Q1 202603
NEW WAVE WEALTH ADVISORS LLC
CIK 0002035324
$11M230K1.46%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M223K0.00%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$10M216K0.01%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M184K0.00%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M171K0.01%Q1 202608
REAP Financial Group, LLC
CIK 0002048581
$7M153K1.36%Q1 202609
LPL Financial LLC
CIK 0001403438
$7M153K0.00%Q1 202610
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$7M150K1.85%Q1 202611
Rockefeller Capital Management L.P.
CIK 0001739439
$6M127K0.01%Q1 202612
BAM Wealth Management, LLC
CIK 0002093649
$5M101K2.94%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M100K0.01%Q1 202614
Tanglewood Legacy Advisors, LLC
CIK 0001965616
$4M98K1.59%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$4M94K0.02%Q1 202616
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$3M76K0.93%Q1 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$3M76K0.00%Q1 202618
Signal Advisors Wealth, LLC
CIK 0002010926
$3M69K0.21%Q1 202619
CWM, LLC
CIK 0001535847
$3M67K0.01%Q1 202620
STEPHENS INC /AR/
CIK 0000757657
$3M65K0.04%Q1 2026
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