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First Trust Merger Arbitrage ETF (MARB) Institutional Ownership

$19.87 -0.02 (-0.10%)
As of 01/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Merger Arbitrage ETF (NYSEARCA:MARB)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$12.94M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$6.75M
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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
1/21/2025Midwest Financial Group LLC66,606$1.32M0.8%+1.4%2.834%
1/17/2025 Clear Harbor Asset Management LLC40,994$815K0.1%+7.9%1.744%
12/16/2024SMART Wealth LLC15,513$307K0.1%-23.1%0.660%
11/25/2024World Investment Advisors LLC75,479$1.49M0.0%N/A3.212%
11/15/2024Jane Street Group LLC42,105$833K0.0%+112.7%1.792%
11/15/2024Wolverine Trading LLC36,667$727K0.0%-20.0%1.560%
11/14/2024CreativeOne Wealth LLC30,010$594K0.0%N/A1.277%
11/7/2024Holistic Financial Partners53,234$1.05M0.5%+2.0%2.265%
11/6/2024BCGM Wealth Management LLC57,741$1.14M0.4%+3.7%2.457%
11/5/2024Harbour Investments Inc.15,563$308K0.0%-30.6%0.662%
11/1/2024Assetmark Inc.38,633$765K0.0%+103.3%1.644%
10/18/2024Stratos Wealth Advisors LLC51,177$1.01M0.0%-3.8%2.178%
8/13/2024AE Wealth Management LLC15,093$296K0.0%+47.2%0.642%
8/7/2024Wedbush Securities Inc.18,760$368K0.0%+15.2%0.798%
7/31/2024Commonwealth Equity Services LLC34,915$684K0.0%-29.8%1.486%
7/31/2024BCGM Wealth Management LLC55,667$1.09M0.4%+4.7%2.369%
7/31/2024Holistic Financial Partners52,177$1.02M0.5%-7.4%2.220%
7/29/2024FAS Wealth Partners Inc.40,003$784K0.1%+4.2%1.702%
7/26/2024Harbour Investments Inc.22,416$439K0.0%-3.1%0.954%
7/18/2024WealthCare 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%
7/10/2024Simplicity Wealth LLC11,405$223K0.0%-58.5%0.485%
5/21/2024Atria Investments Inc59,249$1.17M0.0%-64.9%2.521%
5/14/2024CreativeOne Wealth LLC29,327$581K0.0%N/A1.248%
5/14/2024Owen LaRue LLC262,676$5.20M3.3%+25.3%11.421%
5/8/2024Avantax Advisory Services Inc.10,998$218K0.0%-10.1%0.478%
5/2/2024Moloney Securities Asset Management LLC14,950$296K0.0%-3.5%0.650%
4/30/2024Private Advisor Group LLC225,248$4.46M0.0%+1.5%9.793%
4/29/2024Benjamin Edwards Inc.5,625$111K0.0%-71.0%0.245%
4/24/2024Simplicity Wealth LLC27,502$545K0.0%N/A1.196%
4/18/2024AlphaMark Advisors LLC5,950$118K0.0%-41.8%0.259%
4/16/2024OneAscent Financial Services LLC45,287$897K0.1%-62.4%1.969%
4/16/2024OneAscent Wealth Management LLC11,716$232K0.1%-70.4%0.509%
4/15/2024WealthCare 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%
4/5/2024NBC Securities Inc.6,828$135K0.0%+138.9%0.192%
2/14/2024Vivaldi Capital Management LP32,790$649K0.2%-44.8%0.924%
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2/12/2024Holistic Financial Partners55,747$1.12M0.7%+1.0%1.570%
2/12/2024Quaker Wealth Management LLC30,811$621K0.3%+2.2%0.868%
2/9/2024Advisory Services Network LLC9,500$192K0.0%N/A0.268%
2/9/2024Assetmark Inc.20,873$421K0.0%+68.0%0.588%
2/8/2024Atlas Wealth LLC44,521$897K0.5%-21.5%1.254%
2/7/2024Avantax Advisory Services Inc.12,236$247K0.0%N/A0.345%
2/7/2024NBC Securities Inc.2,858$57K0.0%-30.9%0.081%
2/7/2024Principal Securities Inc.9,022$182K0.0%N/A0.254%
2/6/2024Private Advisor Group LLC222,010$4.48M0.0%N/A6.254%
2/5/2024Owen 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%
1/23/2024Beacon Financial Advisory LLC49,302$994K0.5%+243.4%1.389%
1/19/2024AlphaMark Advisors LLC10,225$206K0.1%+155.6%0.288%
1/18/2024 Clear Harbor Asset Management LLC34,549$697K0.1%+3.1%0.973%
1/18/2024WealthCare Investment Partners LLC21,846$440K0.2%-12.0%0.615%
1/12/2024Kure Advisory LLC222,010$4.48M2.3%-0.3%6.254%
1/11/2024OneAscent Wealth Management LLC39,542$797K0.3%-41.7%1.114%
1/11/2024OneAscent Financial Services LLC120,583$2.43M0.3%+27.6%3.397%
11/16/2023Owen LaRue LLC208,128$4.19M4.6%+5.6%5.863%
11/16/2023Harbour Investments Inc.20,517$413K0.0%-81.9%0.578%
11/13/2023Visionary Wealth Advisors50,946$1.03M0.1%-1.6%1.435%
11/8/2023BCGM Wealth Management LLC52,611$1.06M0.5%N/A1.482%
11/8/2023Holistic 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%
11/7/2023Advisors Preferred LLC21,180$427K0.1%N/A0.597%
11/7/2023Atria Investments Inc178,908$3.60M0.1%+10.9%5.040%
11/6/2023Authentikos Wealth Advisory LLC80,499$1.62M1.6%-8.5%2.268%
11/4/2023NBC Securities Inc.4,139$83K0.0%N/A0.117%
10/31/2023AlphaMark Advisors LLC4,000$81K0.0%N/A0.113%
10/27/2023Assetmark 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%
10/25/2023Beacon Financial Advisory LLC14,355$289K0.2%N/A0.404%
10/25/2023Concourse Financial Group Securities Inc.3,308$67K0.0%-83.8%0.093%
10/24/2023Kure Advisory LLC222,628$4.48M2.5%N/A6.271%
10/24/2023Stratos Wealth Advisors LLC13,872$279K0.0%+8.9%0.391%
10/24/2023Cambridge 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%
10/19/2023Quaker Wealth Management LLC30,145$607K0.3%+4.2%0.849%
10/17/2023Midwest Financial Group LLC62,155$1.25M1.1%+2.7%1.751%
10/13/2023OneAscent Financial Services LLC94,492$1.90M0.5%+22.8%2.662%
10/13/2023OneAscent Wealth Management LLC67,796$1.37M0.6%-5.4%1.910%
10/12/2023IFP Advisors Inc3,188$64K0.0%-73.7%0.090%
10/11/2023AE Wealth Management LLC162,388$3.27M0.0%-1.0%4.574%
10/10/2023WealthCare Investment Partners LLC24,830$501K0.3%-26.2%0.699%
8/14/2023Vivaldi Capital Management LP190,691$3.81M1.2%-17.1%5.372%
8/11/2023Visionary Wealth Advisors51,793$1.04M0.1%+40.9%1.459%
8/10/2023GeoWealth Management LLC13,667$274K0.0%N/A0.385%
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8/10/2023Owen LaRue LLC197,105$3.94M4.1%-10.2%5.552%
8/10/2023Cetera Advisor Networks LLC85,329$1.71M0.0%+23.8%2.404%
8/10/2023Cetera Investment Advisers17,772$355K0.0%+13.7%0.501%
8/9/2023Holistic Financial Partners44,119$882K0.6%+9.9%1.243%
8/9/2023Lido Advisors LLC19,134$383K0.0%N/A0.539%
8/8/2023FAS Wealth Partners Inc.39,842$797K0.1%-78.0%1.122%
8/4/2023Envestnet Asset Management Inc.126,176$2.52M0.0%-7.4%3.554%
8/4/2023Atria Investments Inc161,335$3.23M0.1%+25.2%4.545%
8/4/2023IFP Advisors Inc12,118$243K0.0%-37.6%0.341%
7/31/2023Moloney Securities Asset Management LLC13,995$280K0.0%+6.0%0.394%
(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, 63 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 56 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 2,677,779 shares in the last 24 months. This purchase volume represents approximately $53.81M 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 1/22/2025 by MarketBeat.com Staff
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