Who Owns FIRST TR EXCHNG TRADED FD VI (FMAR)? -- Institutional Holders (2026-06-30)
70 institutions reported holding $98.5M of FIRST TR EXCHNG TRADED FD VI (FMAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: ASSETMARK, INC ($16.4M), ENVESTNET ASSET MANAGEMENT INC ($15.8M), REAP Financial Group, LLC ($7.9M), COMMONWEALTH EQUITY SERVICES, LLC ($6.7M), Cambridge Investment Research Advisors, Inc. ($4.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ASSETMARK, INC | $16.4M | 313,125 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $15.8M | 301,501 | Trimmed |
| 3 | REAP Financial Group, LLC | $7.9M | 151,638 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 127,441 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $4.8M | 92,754 | Added |
| 6 | STEPHENS INC /AR/ | $4.7M | 90,007 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $4.5M | 85,376 | Trimmed |
| 8 | Clear Creek Financial Management, LLC | $3.2M | 61,231 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $2.7M | 51,321 | Trimmed |
| 10 | Integrity Financial Corp /WA | $2.2M | 42,782 | Trimmed |
| 11 | Concurrent Investment Advisors, LLC | $2.0M | 38,310 | Trimmed |
| 12 | Fragasso Financial Advisors Inc | $1.8M | 35,054 | Trimmed |
| 13 | RiverTree Advisors, LLC | $1.8M | 33,951 | Added |
| 14 | FOUNDERS FINANCIAL SECURITIES LLC | $1.7M | 32,156 | Added |
| 15 | McKinley Carter Wealth Services, Inc. | $1.6M | 30,231 | Added |
| 16 | FWG Investments, LLC. | $1.4M | 27,365 | Added |
| 17 | Paragon Private Wealth Management, LLC | $1.1M | 21,832 | Hold |
| 18 | Ignite Planners, LLC | $1.0M | 19,638 | Added |
| 19 | Brookstone Capital Management | $955,992 | 18,293 | Trimmed |
| 20 | AE Wealth Management LLC | $933,416 | 17,861 | Trimmed |
| 21 | RFG Advisory, LLC | $919,515 | 17,595 | Added |
| 22 | Oakmont Advisory Group, LLC | $871,479 | 16,676 | New |
| 23 | OPPENHEIMER & CO INC | $860,827 | 16,472 | Trimmed |
| 24 | MGO ONE SEVEN LLC | $806,424 | 15,431 | Trimmed |
| 25 | CoreCap Advisors, LLC | $804,281 | 15,390 | Added |
Source: SEC Form 13F filings · as of 2026-06-30