Prospera Financial Services Inc FMAR FIRST TR EXCHNG TRADED FD VI

Ownership history in Prospera Financial Services Inc  ·  10 quarters on record

AI Ownership Summary

Prospera Financial Services Inc reported FIRST TR EXCHNG TRADED FD VI (FMAR) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.05% in 2024 Q2. The latest visible filing shows FMAR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospera Financial Services Inc's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FMAR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Prospera Financial Services Inc held FMAR — position size vs. price
% of Fund (quarterly)    FMAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 7,122 -66 -0.9% 0.01% $372K 2026-07-15 $52.62
2026 Q1 ADDED 7,188 +1,728 +31.6% 0.01% $349K 2026-04-14 $50.44
2025 Q4 ADDED 5,460 +272 +5.2% 0.00% $259K 2026-02-09 $47.87
2025 Q3 REDUCED 5.7% +2.4% 5,188 -311 -5.7% 0.00% $241K 2025-11-06 $46.57
2025 Q2 REDUCED 5,499 -34 -0.6% 0.00% $247K 2025-08-06 $45.42
2025 Q1 REDUCED 12.6% +6.3% 5,533 -800 -12.6% 0.01% $233K 2025-05-15 $43.48
2024 Q4 ADDED 6,333 +356 +6.0% 0.01% $274K 2025-02-13 $44.37
2024 Q3 REDUCED 85.8% +2.6% 5,977 -36,223 -85.8% 0.01% $253K 2024-11-07 $43.15
2024 Q2 ADDED 42,200 +41,200 +4120.0% 0.05% $1.7M 2024-08-13 $40.61
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Prospera Financial Services Inc and FMAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prospera Financial Services Inc reported owning FMAR?

Prospera Financial Services Inc reported FMAR across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported FMAR position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for FMAR was 0.05% in 2024 Q2.

What is the latest reported FMAR position on this page?

The most recent filing on this page is 2026 Q2, when Prospera Financial Services Inc reported 7,122 shares, equal to 0.01% of portfolio, with an estimated market value of $372K.

What does the chart on this FMAR ownership page compare?

The chart compares Prospera Financial Services Inc's quarterly FMAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Prospera Financial Services Inc time their FMAR position?

Based on 13F filing dates vs. subsequent FMAR price moves, Prospera Financial Services Inc correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on FMAR relative to SPY over the holding period was -4.9%.

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