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First Trust Merger Arbitrage ETF (MARB) Institutional Ownership

$19.76 +0.02 (+0.10%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for First Trust Merger Arbitrage ETF (NYSEARCA:MARB)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$13.53M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$7.39M
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MARB Institutional Buying and Selling by Quarter

First Trust Merger Arbitrage ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/16/2024 SMART Wealth LLC15,513$307K0.1%-23.1%0.660%
11/25/2024 World Investment Advisors LLC75,479$1.49M0.0%N/A3.212%
11/15/2024 Jane Street Group LLC42,105$833K0.0%+112.7%1.792%
11/15/2024 Wolverine Trading LLC36,667$727K0.0%-20.0%1.560%
11/14/2024 CreativeOne Wealth LLC30,010$594K0.0%N/A1.277%
11/7/2024 Holistic Financial Partners53,234$1.05M0.5%+2.0%2.265%
11/6/2024 BCGM Wealth Management LLC57,741$1.14M0.4%+3.7%2.457%
11/5/2024 Harbour Investments Inc.15,563$308K0.0%-30.6%0.662%
11/1/2024 Assetmark Inc.38,633$765K0.0%+103.3%1.644%
10/18/2024Stratos Wealth Advisors LLC51,177$1.01M0.0%-3.8%2.178%
8/13/2024 AE Wealth Management LLC15,093$296K0.0%+47.2%0.642%
8/7/2024 Wedbush Securities Inc.18,760$368K0.0%+15.2%0.798%
7/31/2024Commonwealth Equity Services LLC34,915$684K0.0%-29.8%1.486%
7/31/2024 BCGM Wealth Management LLC55,667$1.09M0.4%+4.7%2.369%
7/31/2024 Holistic Financial Partners52,177$1.02M0.5%-7.4%2.220%
7/29/2024FAS Wealth Partners Inc.40,003$784K0.1%+4.2%1.702%
7/26/2024 Harbour Investments Inc.22,416$439K0.0%-3.1%0.954%
7/18/2024 WealthCare Investment Partners LLC12,125$238K0.1%-18.5%0.516%
7/17/2024 Clear Harbor Asset Management LLC37,994$744K0.1%+5.3%1.617%
7/17/2024Midwest Financial Group LLC64,853$1.27M0.8%+3.1%2.760%
7/11/2024 Clarus Wealth Advisors12,221$241K0.1%+12.5%0.520%
7/10/2024 Simplicity Wealth LLC11,405$223K0.0%-58.5%0.485%
5/21/2024 Atria Investments Inc59,249$1.17M0.0%-64.9%2.521%
5/14/2024 CreativeOne Wealth LLC29,327$581K0.0%N/A1.248%
5/14/2024 Owen LaRue LLC262,676$5.20M3.3%+25.3%11.421%
5/8/2024 Avantax Advisory Services Inc.10,998$218K0.0%-10.1%0.478%
5/2/2024 Moloney Securities Asset Management LLC14,950$296K0.0%-3.5%0.650%
4/30/2024 Private Advisor Group LLC225,248$4.46M0.0%+1.5%9.793%
4/29/2024 Benjamin Edwards Inc.5,625$111K0.0%-71.0%0.245%
4/24/2024 Simplicity Wealth LLC27,502$545K0.0%N/A1.196%
4/18/2024 AlphaMark Advisors LLC5,950$118K0.0%-41.8%0.259%
4/16/2024 OneAscent Financial Services LLC45,287$897K0.1%-62.4%1.969%
4/16/2024 OneAscent Wealth Management LLC11,716$232K0.1%-70.4%0.509%
4/15/2024 WealthCare Investment Partners LLC14,870$294K0.1%-31.9%0.647%
4/11/2024 Clarus Wealth Advisors10,865$215K0.1%N/A0.472%
4/11/2024Midwest Financial Group LLC62,881$1.25M0.8%+1.1%2.734%
4/5/2024 NBC Securities Inc.6,828$135K0.0%+138.9%0.192%
2/14/2024 Vivaldi Capital Management LP32,790$649K0.2%-44.8%0.924%
2/12/2024 Holistic Financial Partners55,747$1.12M0.7%+1.0%1.570%
2/12/2024 Quaker Wealth Management LLC30,811$621K0.3%+2.2%0.868%
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2/9/2024 Advisory Services Network LLC9,500$192K0.0%N/A0.268%
2/9/2024 Assetmark Inc.20,873$421K0.0%+68.0%0.588%
2/8/2024 Atlas Wealth LLC44,521$897K0.5%-21.5%1.254%
2/7/2024 Avantax Advisory Services Inc.12,236$247K0.0%N/A0.345%
2/7/2024 NBC Securities Inc.2,858$57K0.0%-30.9%0.081%
2/7/2024 Principal Securities Inc.9,022$182K0.0%N/A0.254%
2/6/2024 Private Advisor Group LLC222,010$4.48M0.0%N/A6.254%
2/5/2024 Owen LaRue LLC209,702$4.23M4.0%+0.8%5.907%
1/29/2024 Braun Bostich & Associates Inc.23,482$473K0.4%N/A0.661%
1/24/2024Stratos Wealth Advisors LLC39,072$788K0.0%+181.7%1.101%
1/23/2024 Beacon Financial Advisory LLC49,302$994K0.5%+243.4%1.389%
1/19/2024 AlphaMark Advisors LLC10,225$206K0.1%+155.6%0.288%
1/18/2024 Clear Harbor Asset Management LLC34,549$697K0.1%+3.1%0.973%
1/18/2024 WealthCare Investment Partners LLC21,846$440K0.2%-12.0%0.615%
1/12/2024 Kure Advisory LLC222,010$4.48M2.3%-0.3%6.254%
1/11/2024 OneAscent Wealth Management LLC39,542$797K0.3%-41.7%1.114%
1/11/2024 OneAscent Financial Services LLC120,583$2.43M0.3%+27.6%3.397%
11/16/2023 Owen LaRue LLC208,128$4.19M4.6%+5.6%5.863%
11/16/2023 Harbour Investments Inc.20,517$413K0.0%-81.9%0.578%
11/13/2023 Visionary Wealth Advisors50,946$1.03M0.1%-1.6%1.435%
11/8/2023 BCGM Wealth Management LLC52,611$1.06M0.5%N/A1.482%
11/8/2023 Holistic Financial Partners55,197$1.11M0.7%+25.1%1.555%
11/8/2023 Janney Montgomery Scott LLC62,196$1.25M0.0%-7.6%1.752%
11/7/2023 Advisors Preferred LLC21,180$427K0.1%N/A0.597%
11/7/2023 Atria Investments Inc178,908$3.60M0.1%+10.9%5.040%
11/6/2023 Authentikos Wealth Advisory LLC80,499$1.62M1.6%-8.5%2.268%
11/4/2023 NBC Securities Inc.4,139$83K0.0%N/A0.117%
10/31/2023 AlphaMark Advisors LLC4,000$81K0.0%N/A0.113%
10/27/2023 Assetmark Inc.12,428$250K0.0%+263.7%0.350%
10/26/2023 Clear Harbor Asset Management LLC33,516$675K0.1%+8.1%0.944%
10/26/2023 Park Avenue Securities LLC13,540$273K0.0%N/A0.381%
10/25/2023 Beacon Financial Advisory LLC14,355$289K0.2%N/A0.404%
10/25/2023 Concourse Financial Group Securities Inc.3,308$67K0.0%-83.8%0.093%
10/24/2023 Kure Advisory LLC222,628$4.48M2.5%N/A6.271%
10/24/2023Stratos Wealth Advisors LLC13,872$279K0.0%+8.9%0.391%
10/24/2023 Cambridge Investment Research Advisors Inc.21,076$424K0.0%-24.7%0.594%
10/23/2023FAS Wealth Partners Inc.38,323$772K0.1%-3.8%1.080%
10/23/2023Commonwealth Equity Services LLC49,918$1.01M0.0%+1.2%1.406%
10/19/2023 Quaker Wealth Management LLC30,145$607K0.3%+4.2%0.849%
10/17/2023Midwest Financial Group LLC62,155$1.25M1.1%+2.7%1.751%
10/13/2023 OneAscent Financial Services LLC94,492$1.90M0.5%+22.8%2.662%
10/13/2023 OneAscent Wealth Management LLC67,796$1.37M0.6%-5.4%1.910%
10/12/2023IFP Advisors Inc3,188$64K0.0%-73.7%0.090%
10/11/2023 AE Wealth Management LLC162,388$3.27M0.0%-1.0%4.574%
10/10/2023 WealthCare Investment Partners LLC24,830$501K0.3%-26.2%0.699%
8/14/2023 Vivaldi Capital Management LP190,691$3.81M1.2%-17.1%5.372%
8/11/2023 Visionary Wealth Advisors51,793$1.04M0.1%+40.9%1.459%
8/10/2023 GeoWealth Management LLC13,667$274K0.0%N/A0.385%
8/10/2023 Owen LaRue LLC197,105$3.94M4.1%-10.2%5.552%
8/10/2023Cetera Advisor Networks LLC85,329$1.71M0.0%+23.8%2.404%
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8/10/2023 Cetera Investment Advisers17,772$355K0.0%+13.7%0.501%
8/9/2023 Holistic Financial Partners44,119$882K0.6%+9.9%1.243%
8/9/2023 Lido Advisors LLC19,134$383K0.0%N/A0.539%
8/8/2023FAS Wealth Partners Inc.39,842$797K0.1%-78.0%1.122%
8/4/2023 Envestnet Asset Management Inc.126,176$2.52M0.0%-7.4%3.554%
8/4/2023 Atria Investments Inc161,335$3.23M0.1%+25.2%4.545%
8/4/2023IFP Advisors Inc12,118$243K0.0%-37.6%0.341%
7/31/2023 Moloney Securities Asset Management LLC13,995$280K0.0%+6.0%0.394%
7/27/2023Midwest Financial Group LLC60,493$1.21M1.0%+4.1%1.375%
7/26/2023 Janney Montgomery Scott LLC67,283$1.35M0.0%+121.9%1.529%
(Data available from 1/1/2016 forward)

MARB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MARB shares?

During the previous two years, 66 institutional investors and hedge funds held shares of First Trust Merger Arbitrage ETF. The most heavily invested institutionals were HighTower Advisors LLC ($6.67M), Owen LaRue LLC ($5.20M), Kure Advisory LLC ($4.48M), Private Advisor Group LLC ($4.46M), Advisor Group Holdings Inc. ($3.87M), FAS Wealth Partners ($2.67M), and Envestnet Asset Management Inc. ($2.52M).Learn more on MARB's institutional investors.

Which institutional investors have been buying First Trust Merger Arbitrage ETF stock?

Of the 59 institutional investors that purchased First Trust Merger Arbitrage ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($225.25K), Kure Advisory LLC ($222.63K), Atria Investments Inc ($178.91K), AE Wealth Management LLC ($152.03K), FAS Wealth Partners ($132.18K), OneAscent Financial Services LLC ($120.58K), and Atlas Wealth LLC ($110.96K).

How much institutional buying is happening at First Trust Merger Arbitrage ETF?

Institutional investors have bought a total of 2,844,561 shares in the last 24 months. This purchase volume represents approximately $57.18M in transactions.

Which First Trust Merger Arbitrage ETF major shareholders have been selling company stock?

Of the 32 institutional investors that sold First Trust Merger Arbitrage ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mainstay Capital Management LLC ADV ($695.73K), FAS Wealth Partners Inc. ($142.72K), Atria Investments Inc ($109.41K), Harbour Investments Inc. ($100.67K), OneAscent Financial Services LLC ($75.30K), IFP Advisors Inc ($71.09K), and Vivaldi Capital Management LP ($65.83K).

How much institutional selling is happening at First Trust Merger Arbitrage ETF?

Institutional investors have sold a total of 1,530,802 shares in the last 24 months. This volume of shares sold represents approximately $30.67M in transactions.


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This page (NYSEARCA:MARB) was last updated on 12/22/2024 by MarketBeat.com Staff
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