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First Tr Exchng Traded Fd Vi shares owned by Assetmark

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFQ) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in First Tr Exchng Traded Fd Vi

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All positions including First Tr Exchng Traded Fd Vi held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $35k 992 34.84
2025-06-30 $26k 793 33.20

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Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Advisor Group Holdings
Cetera Investment Advisers
Creekmur Asset Management
Envestnet Asset Management
Goss Wealth Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
Good Life Advisors
Royal Bank of Canada
Raymond James Financial
Centennial Wealth Advisory
Valtinson Bruner Financial Planning
Mml Investors Services
Equitable Holdings

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