DOSSIER · 13F Holders · Q2 2026
FMAR

FIRST TR EXCHNG TRADED FD VI

136 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740F599·136 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$142M
visible holders
Holders
136
filers reporting
Concentration
11.55%
ASSETMARK, INC #1
top holder share
AI Holders Summary · Q2 2026

136 institutions reported FMAR in Q2 2026. ASSETMARK, INC leads at 11.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ASSETMARK, INC
CIK 0001344551
$16M313K0.03%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M302K0.00%Q2 2026
03
Cetera Investment Advisers
CIK 0001666741
$12M232K0.01%Q2 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M209K0.00%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$11M202K0.00%Q2 2026
06
Rockefeller Capital Management L.P.
CIK 0001739439
$10M200K0.02%Q2 2026
07
REAP Financial Group, LLC
CIK 0002048581
$8M152K1.35%Q2 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M127K0.01%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M118K0.01%Q2 2026
10
Keystone Wealth Services, LLC
CIK 0001866189
$6M110K1.06%Q2 2026
11
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$5M98K0.64%Q2 2026
12
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M93K0.01%Q2 2026
13
STEPHENS INC /AR/
CIK 0000757657
$5M90K0.05%Q2 2026
14
Kestra Advisory Services, LLC
CIK 0001830819
$4M85K0.01%Q2 2026
15
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$4M81K0.06%Q2 2026
16
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M81K0.01%Q1 2026
17
Faithward Advisors, LLC
CIK 0001695078
$3M64K0.41%Q2 2026
18
Clear Creek Financial Management, LLC
CIK 0001784235
$3M61K0.21%Q2 2026
19
TRUIST FINANCIAL CORP
CIK 0000092230
$3M51K0.00%Q2 2026
20
CWM, LLC
CIK 0001535847
$3M52K0.01%Q1 2026
Page 1 of 7
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Insiders at FIRST TR EXCHNG TRADED FD VI
Mantakos George HBondroff Barry BSusie Paul B.Caret RobertDevou Gregory AHale Edwin F SrKeidel MarkBasu Anirban