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First Tr Exchange-traded shares owned by Assetmark

Quarter-by-quarter ownership of First Tr Exchange-traded (FTCB) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 523k 21.31
2025-06-30 $10M 477k 21.06
2025-03-31 $7.5M 357k 20.99
2024-12-31 $5.5M 268k 20.65

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View all positions for Assetmark

Top funds holding First Tr Exchange-traded

LPL Financial
Morgan Stanley
Envestnet Asset Management
LVZ Advisors
Long Run Wealth Advisors
Stifel Financial
Cetera Investment Advisers
Kestra Advisory Services
Seascape Capital Management
Wiley Bros.-aintree Capital
Stephens
Advisor Group Holdings
Cambridge Investment Research Advisors
Prospera Financial Services
McCarthy & Cox

View all funds holding First Tr Exchange-traded