Sowell Financial Services LLC FMAR — FIRST TR EXCHNG TRADED FD VI

Ownership history in Sowell Financial Services LLC  ·  7 quarters on record

AI Ownership Summary

Sowell Financial Services LLC reported FIRST TR EXCHNG TRADED FD VI (FMAR) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q4. 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.

What this FMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowell Financial Services LLC'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
0.02% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

FMAR stock page Sowell Financial Services LLC fund profile Sowell Financial Services LLC full holdings
How Sowell Financial Services LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 6,179 -293 -4.5% 0.01% $323K 2026-07-20 $52.28
2026 Q1 REDUCED 5.6% +7.5% ❌ 6,472 -386 -5.6% 0.01% $314K 2026-04-20 $50.87
2025 Q4 REDUCED 14.2% +2.1% ❌ 6,858 -1,132 -14.2% 0.01% $326K 2026-01-21 $47.62
2025 Q3 REDUCED 16.6% +2.4% ❌ 7,990 -1,594 -16.6% 0.01% $371K 2025-10-17 $46.37
2025 Q2 REDUCED 12.0% +3.4% ❌ 9,584 -1,303 -12.0% 0.02% $430K 2025-07-14 $44.98
2025 Q1 REDUCED — — — 10,887 -9 -0.1% 0.02% $459K 2025-04-17 $40.48
2024 Q4 INITIATED — — — 10,896 — — 0.02% $471K 2025-02-07 $44.07

🏢 Other funds also holding FMAR

As of 2026 Q2 — sorted by position size

RiverTree Advisors, LLC 3Y 1.05% LEGACY SOLUTIONS, LLC 0.32% Castleview Partners, LLC 3Y 7Y 0.24% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 0.21% Accel Wealth Management 3Y 0.11% Fragasso Financial Advisors Inc 3Y 7Y 0.1% SOA Wealth Advisors, LLC. 3Y 0.06% NOVEM GROUP 0.04% Goldstein Advisors, LLC 3Y 0.04% Legacy Private Trust Co. 3Y 7Y 0.04%

FAQ About Sowell Financial Services LLC and FMAR

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

How long has Sowell Financial Services LLC reported owning FMAR?

Sowell Financial Services LLC reported FMAR across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported FMAR position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for FMAR was 0.02% in 2024 Q4.

What is the latest reported FMAR position on this page?

The most recent filing on this page is 2026 Q2, when Sowell Financial Services LLC reported 6,179 shares, equal to 0.01% of portfolio, with an estimated market value of $323K.

What does the chart on this FMAR ownership page compare?

The chart compares Sowell Financial Services LLC'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 Sowell Financial Services LLC time their FMAR position?

Based on 13F filing dates vs. subsequent FMAR price moves, Sowell Financial Services LLC correctly timed 0 out of 6 reported position changes (0%). The annualised alpha on FMAR relative to SPY over the holding period was -3.9%.

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