FIRST TR EXCHNG TRADED FD VI (FMAR)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
124
Reporting holders
$196.5M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| ASSETMARK, INC | $16.4M | 313,125 | 0.03% | 9q | +8.1%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $15.8M | 301,501 | 0.00% | 18q | -50.8%-$16.3M |
| Cetera Investment Advisers | $12.1M | 232,082 | 0.01% | 10q | -39.3%-$7.9M |
| RAYMOND JAMES FINANCIAL INC | $10.9M | 209,127 | 0.00% | 7q | -5.5%-$632.0K |
| LPL Financial LLC | $10.5M | 201,791 | 0.00% | 15q | -2.7%-$291.4K |
| Rockefeller Capital Management L.P. | $10.4M | 199,742 | 0.02% | 18q | -3.1%-$333.2K |
| REAP Financial Group, LLC | $7.9M | 151,638 | 1.35% | 11q | +6.0%+$445.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 127,441 | 0.01% | 22q | -38.8%-$4.2M |
| OSAIC HOLDINGS, INC. | $6.2M | 118,455 | 0.01% | 22q | +24.1%+$1.2M |
| Keystone Wealth Services, LLC | $5.7M | 109,667 | 1.06% | 2q | +2.5%+$139.3K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.1M | 98,412 | 0.64% | 18q | +6.4%+$308.6K |
| MML INVESTORS SERVICES, LLC | $4.9M | 93,010 | 0.01% | 18q | +18.9%+$771.3K |
| STEPHENS INC /AR/ | $4.7M | 90,007 | 0.05% | 10q | -2.3%-$112.9K |
| Kestra Advisory Services, LLC | $4.5M | 85,376 | 0.01% | 22q | -20.2%-$1.1M |
| HARBOUR INVESTMENTS, INC. | $4.2M | 80,664 | 0.06% | 21q | -11.1%-$524.3K |
| Faithward Advisors, LLC | $3.3M | 63,504 | 0.41% | 6q | +37.1%+$898.2K |
| Clear Creek Financial Management, LLC | $3.2M | 61,231 | 0.21% | 9q | -3.4%-$111.6K |
| TRUIST FINANCIAL CORP | $2.7M | 51,321 | 0.00% | 14q | -0.8%-$21.7K |
| Integrity Financial Corp /WA | $2.2M | 42,782 | 1.07% | 19q | -6.3%-$151.2K |
| Main Street Financial Solutions, LLC | $2.2M | 42,752 | 0.14% | 22q | -3.0%-$68.7K |
| ROYAL BANK OF CANADA | $2.0M | 38,401 | 0.00% | 17q | +2.0%+$40.0K |
| Concurrent Investment Advisors, LLC | $2.0M | 38,310 | 0.02% | 10q | -2.8%-$57.7K |
| Fragasso Financial Advisors Inc | $1.8M | 35,054 | 0.10% | 18q | -0.7%-$12.5K |
| RiverTree Advisors, LLC | $1.8M | 33,951 | 1.05% | 14q | HELD |
| Sloy Dahl & Holst, LLC | $1.7M | 33,000 | 0.21% | 22q | HELD |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.7M | 32,156 | 0.09% | 8q | +5.1%+$81.8K |
| McKinley Carter Wealth Services, Inc. | $1.6M | 30,231 | 0.08% | 17q | +2.4%+$36.8K |
| 1776 Wealth LLC | $1.5M | 28,428 | 0.52% | 13q | -3.9%-$59.8K |
| FWG Investments, LLC. | $1.4M | 27,365 | 0.76% | 10q | +1.6%+$23.2K |
| Harvest Investment Services, LLC | $1.4M | 27,211 | 0.22% | 9q | +59.6%+$531.3K |
| Paragon Private Wealth Management, LLC | $1.1M | 21,832 | 0.30% | 18q | HELD |
| GOLDMAN SACHS GROUP INC | $1.1M | 21,399 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $1.1M | 21,123 | 0.02% | 4q | +35.8%+$291.0K |
| PNC Financial Services Group, Inc. | $1.1M | 20,954 | 0.00% | 9q | +10.0%+$99.7K |
| Ignite Planners, LLC | $1.0M | 19,638 | 0.14% | 9q | +0.5%+$5.2K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $998.4K | 19,105 | 0.28% | 18q | -1.2%-$12.1K |
| Brookstone Capital Management | $956.0K | 18,293 | 0.01% | 9q | -28.5%-$380.5K |
| Ameritas Advisory Services, LLC | $940.2K | 17,990 | 0.02% | 10q | +76.0%+$406.0K |
| JPMORGAN CHASE & CO | $935.9K | 17,959 | 0.00% | new | NEW |
| AE Wealth Management LLC | $933.4K | 17,861 | 0.00% | 17q | HELD |
| RFG Advisory, LLC | $919.5K | 17,595 | 0.01% | 5q | +9.3%+$77.9K |
| NewEdge Advisors, LLC | $884.1K | 16,917 | 0.00% | 14q | -6.6%-$62.2K |
| Oakmont Advisory Group, LLC | $871.5K | 16,676 | 0.73% | new | NEW |
| OPPENHEIMER & CO INC | $860.8K | 16,472 | 0.01% | 14q | -11.2%-$108.6K |
| OneDigital Investment Advisors LLC | $812.5K | 15,547 | 0.01% | 17q | HELD |
| CreativeOne Wealth, LLC | $811.9K | 15,535 | 0.02% | 10q | -78.3%-$2.9M |
| MGO ONE SEVEN LLC | $806.4K | 15,431 | 0.01% | 21q | -11.9%-$109.4K |
| CoreCap Advisors, LLC | $804.3K | 15,390 | 0.02% | 11q | +1.2%+$9.8K |
| Mutual Advisors, LLC | $779.7K | 14,920 | 0.01% | 10q | +39.5%+$220.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $688.9K | 13,183 | 0.01% | 14q | -10.1%-$77.4K |
| TFB Advisors LLC | $684.3K | 13,095 | 0.30% | 9q | +52.1%+$234.3K |
| StoneX Group Inc. | $674.2K | 12,901 | 0.03% | 9q | +1.6%+$10.3K |
| Legacy Private Trust Co. | $662.4K | 12,675 | 0.04% | 15q | -4.3%-$29.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $659.6K | 12,621 | 0.00% | 9q | -76.9%-$2.2M |
| Bleakley Financial Group, LLC | $634.9K | 12,149 | 0.01% | 2q | HELD |
| Merit Financial Group, LLC | $599.6K | 11,474 | 0.00% | 2q | +65.3%+$236.8K |
| Beacon Pointe Advisors, LLC | $580.1K | 11,100 | 0.00% | 18q | -9.8%-$62.7K |
| Keating Financial Advisory Services, Inc. | $571.0K | 10,926 | 0.08% | 3q | -3.4%-$20.1K |
| Sanctuary Advisors, LLC | $570.4K | 10,915 | 0.00% | 8q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $566.9K | 10,848 | 0.03% | 4q | +12.1%+$61.3K |
| Castleview Partners, LLC | $552.1K | 10,564 | 0.24% | 10q | HELD |
| Goldenstone Wealth Management LLC | $515.8K | 9,870 | 0.34% | 3q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $512.2K | 9,794 | 0.00% | 2q | +11.0%+$50.7K |
| BECK CAPITAL MANAGEMENT, LLC | $491.9K | 9,412 | 0.09% | new | NEW |
| Parallel Advisors, LLC | $488.7K | 9,350 | 0.01% | 2q | +163.4%+$303.1K |
| Accel Wealth Management | $469.5K | 8,984 | 0.11% | 2q | -2.8%-$13.4K |
| Cresset Asset Management, LLC | $453.9K | 8,686 | 0.00% | 10q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $440.3K | 8,373 | 0.00% | 7q | -0.7%-$2.9K |
| Grantvest Financial Group LLC | $425.3K | 8,139 | 0.25% | 7q | +52.0%+$145.4K |
| Goldstein Advisors, LLC | $410.0K | 7,846 | 0.04% | new | NEW |
| LEGACY SOLUTIONS, LLC | $398.8K | 7,631 | 0.32% | 7q | HELD |
| PRINCIPAL SECURITIES, INC. | $394.2K | 7,543 | 0.00% | 10q | HELD |
| Apollon Wealth Management, LLC | $388.7K | 7,438 | 0.00% | 6q | -1.3%-$5.2K |
| DHJJ Financial Advisors, Ltd. | $386.6K | 7,398 | 0.11% | 21q | HELD |
| Mariner, LLC | $386.1K | 7,389 | 0.00% | 13q | -38.1%-$237.4K |
| NOVEM GROUP | $376.2K | 7,198 | 0.04% | 7q | HELD |
| Prospera Financial Services Inc | $372.2K | 7,122 | 0.01% | 9q | -0.9%-$3.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | $371.2K | 7,103 | 0.01% | 5q | HELD |
| SOA Wealth Advisors, LLC. | $369.6K | 7,072 | 0.06% | 14q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $326.4K | 6,246 | 0.01% | 6q | HELD |
| Sowell Financial Services LLC | $322.9K | 6,179 | 0.01% | 7q | -4.5%-$15.3K |
| HighTower Advisors, LLC | $310.4K | 5,940 | 0.00% | 2q | -2.9%-$9.1K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $307.3K | 5,880 | 0.21% | 3q | HELD |
| Bison Wealth, LLC | $304.4K | 5,800 | 0.03% | 3q | HELD |
| Buck Wealth Strategies, LLC | $304.2K | 5,821 | 0.03% | 5q | HELD |
| Plotkin Financial Advisors, LLC | $301.9K | 5,776 | 0.13% | 14q | -1.6%-$4.8K |
| Farther Finance Advisors, LLC | $301.1K | 5,761 | 0.00% | 6q | +66.7%+$120.5K |
| Steward Partners Investment Advisory, LLC | $298.3K | 5,708 | 0.00% | 18q | -1.8%-$5.3K |
| Outlook Wealth Advisors, LLC | $297.8K | 5,698 | 0.06% | 10q | -20.7%-$77.6K |
| Pitti Group Wealth Management, LLC | $280.8K | 5,374 | 0.20% | 7q | -1.1%-$3.0K |
| Gateway Wealth Partners, LLC | $280.7K | 5,372 | 0.02% | 2q | -24.7%-$92.1K |
| BEACON FINANCIAL GROUP | $269.2K | 5,152 | 0.02% | 9q | HELD |
| AMERIFLEX GROUP, INC. | $264.4K | 5,060 | 0.11% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $261.0K | 4,994 | 0.02% | new | NEW |
| Sigma Planning Corp | $252.4K | 4,830 | 0.01% | 2q | +6.5%+$15.5K |
| Garden State Investment Advisory Services LLC | $248.2K | 4,750 | 0.04% | 6q | HELD |
| ERn Financial, LLC | $219.1K | 4,193 | 0.04% | new | NEW |
| Arkadios Wealth Advisors | $211.3K | 4,043 | 0.00% | 2q | -3.1%-$6.7K |
| BARCLAYS PLC | $200.1K | 3,829 | 0.00% | 8q | +1147.2%+$184.1K |
| IFP Advisors, Inc | $172.8K | 3,306 | 0.00% | 18q | -5.7%-$10.5K |
Showing the largest 100 of 131 reported holders.
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 | 124 | $196.5M | 3,760,233 | 14 | 29 | 44 | 0.0% |
| Q1 2026 | 128 | $226.5M | 4,667,862 | 25 | 39 | 37 | 0.0% |
| Q4 2025 | 109 | $167.2M | 3,522,861 | 7 | 19 | 42 | 0.0% |
| Q3 2025 | 106 | $170.8M | 3,682,737 | 5 | 20 | 49 | 0.0% |
| Q2 2025 | 114 | $240.8M | 5,371,904 | 13 | 41 | 26 | 0.0% |
| Q1 2025 | 108 | $162.1M | 3,842,123 | 12 | 34 | 33 | 0.0% |
| Q4 2024 | 116 | $165.2M | 3,816,791 | 11 | 16 | 49 | 0.0% |
| Q3 2024 | 108 | $256.3M | 6,063,355 | 5 | 30 | 41 | 0.0% |
| Q2 2024 | 107 | $247.0M | 6,364,699 | 32 | 43 | 12 | 0.0% |
| Q1 2024 | 78 | $156.4M | 3,985,938 | 28 | 31 | 9 | 0.0% |
| Q4 2023 | 58 | $60.8M | 1,609,306 | 2 | 8 | 30 | 0.0% |
| Q3 2023 | 60 | $55.9M | 1,586,677 | 1 | 6 | 27 | 0.0% |
| Q2 2023 | 61 | $68.4M | 1,920,401 | 9 | 24 | 16 | 0.0% |
| Q1 2023 | 64 | $61.5M | 1,829,149 | 20 | 25 | 14 | 0.0% |
| Q4 2022 | 48 | $30.8M | 982,507 | 5 | 8 | 20 | 0.0% |
| Q3 2022 | 56 | $39.3M | 1,334,531 | 3 | 15 | 17 | 0.0% |
| Q2 2022 | 57 | $47.5M | 1,572,115 | 13 | 29 | 6 | 0.0% |
| Q1 2022 | 49 | $40.8M | 1,188,918 | 28 | 11 | 6 | 0.0% |
| Q4 2021 | 25 | $31.2M | 940,334 | 2 | 7 | 7 | 0.0% |
| Q3 2021 | 22 | $32.6M | 1,025,423 | 2 | 2 | 7 | 0.0% |
| Q2 2021 | 23 | $38.2M | 1,205,860 | 8 | 5 | 4 | 0.0% |
| Q1 2021 | 16 | $19.4M | 640,376 | 14 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $6.0K | 187 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $6.0K | 187 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $6.0K | 187 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $6.0K | 187 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $6.0K | 187 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $6.0K | 187 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $6.0K | 187 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $6.0K | 187 | 1 | 0 | 0 | 0.0% |