YMAR — FIRST TR EXCHNG TRADED FD VI

Ownership history in ASSETMARK, INC  ·  1 quarter on record

This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in FIRST TR EXCHNG TRADED FD VI (YMAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 507 — — 0.00% $13K $26.26
% of Fund (quarterly)    YMAR price (monthly, adj. close)

Other funds also holding YMAR

As of 2025 Q4 — sorted by position size

OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 3.46% LM Advisors LLC 1.05% Legacy Capital Wealth Partners, LLC 3Y 0.88% Clear Point Advisors Inc. 0.41% Westwood Wealth Management 3Y 0.31% SOA Wealth Advisors, LLC. 3Y 0.23% Ifrah Financial Services, Inc. 3Y 7Y 0.23% MGO ONE SEVEN LLC 3Y 7Y 0.2% Anfield Capital Management, LLC 3Y 0.19% Maltin Wealth Management, Inc. 3Y 0.1%
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