First Trust Merger Arbitrage ETF (MARB) Institutional Ownership

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Number of Institutional Buyers (last 12 months): 36
Total Institutional Inflows (last 12 months): $22.09M

Number of Institutional Sellers (last 12 months): 24
Total Institutional Outflows (last 12 months): $14.21M

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MARB Institutional Buying and Selling by Quarter

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First Trust Merger Arbitrage ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/21/2024	Atria Investments Inc	59,249	$1.17M	0.0%	-64.9%	2.521%
5/14/2024	CreativeOne Wealth LLC	29,327	$581K	0.0%	N/A	1.248%
5/14/2024	Owen LaRue LLC	262,676	$5.20M	3.3%	+25.3%	11.421%
5/8/2024	Avantax Advisory Services Inc.	10,998	$218K	0.0%	-10.1%	0.478%
5/2/2024	Moloney Securities Asset Management LLC	14,950	$296K	0.0%	-3.5%	0.650%
4/30/2024	Private Advisor Group LLC	225,248	$4.46M	0.0%	+1.5%	9.793%
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4/29/2024	Benjamin Edwards Inc.	5,625	$111K	0.0%	-71.0%	0.245%
4/24/2024	Simplicity Wealth LLC	27,502	$545K	0.0%	N/A	1.196%
4/18/2024	AlphaMark Advisors LLC	5,950	$118K	0.0%	-41.8%	0.259%
4/16/2024	OneAscent Financial Services LLC	45,287	$897K	0.1%	-62.4%	1.969%
4/16/2024	OneAscent Wealth Management LLC	11,716	$232K	0.1%	-70.4%	0.509%
4/15/2024	WealthCare Investment Partners LLC	14,870	$294K	0.1%	-31.9%	0.647%
4/11/2024	Clarus Wealth Advisors	10,865	$215K	0.1%	N/A	0.472%
4/11/2024	Midwest Financial Group LLC	62,881	$1.25M	0.8%	+1.1%	2.734%
4/5/2024	NBC Securities Inc.	6,828	$135K	0.0%	+138.9%	0.192%
2/14/2024	Vivaldi Capital Management LP	32,790	$649K	0.2%	-44.8%	0.924%
2/12/2024	Holistic Financial Partners	55,747	$1.12M	0.7%	+1.0%	1.570%
2/12/2024	Quaker Wealth Management LLC	30,811	$621K	0.3%	+2.2%	0.868%
2/9/2024	Advisory Services Network LLC	9,500	$192K	0.0%	N/A	0.268%
2/9/2024	Assetmark Inc.	20,873	$421K	0.0%	+68.0%	0.588%
2/8/2024	Atlas Wealth LLC	44,521	$897K	0.5%	-21.5%	1.254%
2/7/2024	Avantax Advisory Services Inc.	12,236	$247K	0.0%	N/A	0.345%
2/7/2024	NBC Securities Inc.	2,858	$57K	0.0%	-30.9%	0.081%
2/7/2024	Principal Securities Inc.	9,022	$182K	0.0%	N/A	0.254%
2/6/2024	Private Advisor Group LLC	222,010	$4.48M	0.0%	N/A	6.254%
2/5/2024	Owen LaRue LLC	209,702	$4.23M	4.0%	+0.8%	5.907%
1/29/2024	Braun Bostich & Associates Inc.	23,482	$473K	0.4%	N/A	0.661%
1/24/2024	Stratos Wealth Advisors LLC	39,072	$788K	0.0%	+181.7%	1.101%
1/23/2024	Beacon Financial Advisory LLC	49,302	$994K	0.5%	+243.4%	1.389%
1/19/2024	AlphaMark Advisors LLC	10,225	$206K	0.1%	+155.6%	0.288%
1/18/2024	Clear Harbor Asset Management LLC	34,549	$697K	0.1%	+3.1%	0.973%
1/18/2024	WealthCare Investment Partners LLC	21,846	$440K	0.2%	-12.0%	0.615%
1/12/2024	Kure Advisory LLC	222,010	$4.48M	2.3%	-0.3%	6.254%
1/11/2024	OneAscent Wealth Management LLC	39,542	$797K	0.3%	-41.7%	1.114%
1/11/2024	OneAscent Financial Services LLC	120,583	$2.43M	0.3%	+27.6%	3.397%
11/16/2023	Owen LaRue LLC	208,128	$4.19M	4.6%	+5.6%	5.863%
11/16/2023	Harbour Investments Inc.	20,517	$413K	0.0%	-81.9%	0.578%
11/13/2023	Visionary Wealth Advisors	50,946	$1.03M	0.1%	-1.6%	1.435%
11/8/2023	BCGM Wealth Management LLC	52,611	$1.06M	0.5%	N/A	1.482%
11/8/2023	Holistic Financial Partners	55,197	$1.11M	0.7%	+25.1%	1.555%
Are you prepared for a financial lockdown? (Ad) A new kind of American dystopia is being built before our eyes, and most people have no idea what's happening. That's why I've recorded this urgent message to give you all the details on how to prepare … Including three steps to take right now. Click here to watch my video before it's too late.
11/8/2023	Janney Montgomery Scott LLC	62,196	$1.25M	0.0%	-7.6%	1.752%
11/7/2023	Advisors Preferred LLC	21,180	$427K	0.1%	N/A	0.597%
11/7/2023	Atria Investments Inc	178,908	$3.60M	0.1%	+10.9%	5.040%
11/6/2023	Authentikos Wealth Advisory LLC	80,499	$1.62M	1.6%	-8.5%	2.268%
11/4/2023	NBC Securities Inc.	4,139	$83K	0.0%	N/A	0.117%
10/31/2023	AlphaMark Advisors LLC	4,000	$81K	0.0%	N/A	0.113%
10/27/2023	Assetmark Inc.	12,428	$250K	0.0%	+263.7%	0.350%
10/26/2023	Clear Harbor Asset Management LLC	33,516	$675K	0.1%	+8.1%	0.944%
10/26/2023	Park Avenue Securities LLC	13,540	$273K	0.0%	N/A	0.381%
10/25/2023	Beacon Financial Advisory LLC	14,355	$289K	0.2%	N/A	0.404%
10/25/2023	Concourse Financial Group Securities Inc.	3,308	$67K	0.0%	-83.8%	0.093%
10/24/2023	Kure Advisory LLC	222,628	$4.48M	2.5%	N/A	6.271%
10/24/2023	Stratos Wealth Advisors LLC	13,872	$279K	0.0%	+8.9%	0.391%
10/24/2023	Cambridge Investment Research Advisors Inc.	21,076	$424K	0.0%	-24.7%	0.594%
10/23/2023	FAS Wealth Partners Inc.	38,323	$772K	0.1%	-3.8%	1.080%
10/23/2023	Commonwealth Equity Services LLC	49,918	$1.01M	0.0%	+1.2%	1.406%
10/19/2023	Quaker Wealth Management LLC	30,145	$607K	0.3%	+4.2%	0.849%
10/17/2023	Midwest Financial Group LLC	62,155	$1.25M	1.1%	+2.7%	1.751%
10/13/2023	OneAscent Financial Services LLC	94,492	$1.90M	0.5%	+22.8%	2.662%
10/13/2023	OneAscent Wealth Management LLC	67,796	$1.37M	0.6%	-5.4%	1.910%
10/12/2023	IFP Advisors Inc	3,188	$64K	0.0%	-73.7%	0.090%
10/11/2023	AE Wealth Management LLC	162,388	$3.27M	0.0%	-1.0%	4.574%
10/10/2023	WealthCare Investment Partners LLC	24,830	$501K	0.3%	-26.2%	0.699%
8/14/2023	Vivaldi Capital Management LP	190,691	$3.81M	1.2%	-17.1%	5.372%
8/11/2023	Visionary Wealth Advisors	51,793	$1.04M	0.1%	+40.9%	1.459%
8/10/2023	GeoWealth Management LLC	13,667	$274K	0.0%	N/A	0.385%
8/10/2023	Owen LaRue LLC	197,105	$3.94M	4.1%	-10.2%	5.552%
8/10/2023	Cetera Advisor Networks LLC	85,329	$1.71M	0.0%	+23.8%	2.404%
8/10/2023	Cetera Investment Advisers	17,772	$355K	0.0%	+13.7%	0.501%
8/9/2023	Holistic Financial Partners	44,119	$882K	0.6%	+9.9%	1.243%
8/9/2023	Lido Advisors LLC	19,134	$383K	0.0%	N/A	0.539%
8/8/2023	FAS Wealth Partners Inc.	39,842	$797K	0.1%	-78.0%	1.122%
8/4/2023	Envestnet Asset Management Inc.	126,176	$2.52M	0.0%	-7.4%	3.554%
8/4/2023	Atria Investments Inc	161,335	$3.23M	0.1%	+25.2%	4.545%
8/4/2023	IFP Advisors Inc	12,118	$243K	0.0%	-37.6%	0.341%
7/31/2023	Moloney Securities Asset Management LLC	13,995	$280K	0.0%	+6.0%	0.394%
7/27/2023	Midwest Financial Group LLC	60,493	$1.21M	1.0%	+4.1%	1.375%
7/26/2023	Janney Montgomery Scott LLC	67,283	$1.35M	0.0%	+121.9%	1.529%
7/26/2023	Braun Bostich & Associates Inc.	31,991	$640K	1.4%	+3.3%	0.727%
7/21/2023	Clear Harbor Asset Management LLC	30,991	$620K	0.1%	+33.8%	0.704%
7/20/2023	Authentikos Wealth Advisory LLC	87,967	$1.76M	1.7%	-4.1%	1.999%
7/18/2023	Virtue Capital Management LLC	37,149	$741K	0.1%	+3.1%	0.844%
7/18/2023	Stratos Wealth Advisors LLC	12,741	$255K	0.0%	-45.6%	0.290%
7/13/2023	WealthCare Investment Partners LLC	33,638	$671K	0.4%	-22.6%	0.765%
7/13/2023	Cambridge Investment Research Advisors Inc.	27,989	$560K	0.0%	+37.5%	0.636%
7/10/2023	OneAscent Wealth Management LLC	71,675	$1.43M	0.7%	+21.3%	1.629%
7/10/2023	AE Wealth Management LLC	164,096	$3.28M	0.0%	+0.9%	3.729%
7/10/2023	OneAscent Financial Services LLC	76,921	$1.54M	0.7%	+14.6%	1.748%
6/1/2023	ORG Partners LLC	39,474	$795K	0.2%	N/A	0.951%
5/12/2023	HighTower Advisors LLC	331,791	$6.67M	0.0%	+2.4%	7.995%
Are you prepared for a financial lockdown? (Ad) A new kind of American dystopia is being built before our eyes, and most people have no idea what's happening. That's why I've recorded this urgent message to give you all the details on how to prepare … Including three steps to take right now. Click here to watch my video before it's too late.
5/11/2023	FAS Wealth Partners Inc.	181,039	$3.64M	0.4%	+37.0%	4.362%
5/10/2023	Atria Investments Inc	128,909	$2.59M	0.0%	N/A	3.106%
5/10/2023	Resources Investment Advisors LLC.	61,230	$1.23M	0.0%	-2.9%	1.475%
5/8/2023	Sigma Planning Corp	53,383	$1.07M	0.0%	N/A	1.286%
5/4/2023	Clear Harbor Asset Management LLC	23,165	$466K	0.0%	N/A	0.558%
5/4/2023	Holistic Financial Partners	40,157	$808K	0.6%	+24.7%	0.968%
5/3/2023	Mainstay Capital Management LLC ADV	14,693	$296K	0.1%	-97.9%	0.354%
5/2/2023	Braun Bostich & Associates Inc.	30,984	$623K	1.5%	+183.5%	0.747%
5/1/2023	Truadvice LLC	11,036	$223K	0.1%	-5.6%	0.266%
4/28/2023	Janney Montgomery Scott LLC	30,316	$610K	0.0%	N/A	0.731%

(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, 65 institutional investors and hedge funds held shares of First Trust Merger Arbitrage ETF. The most heavily invested institutionals were Bullseye Investment Management LLC ($6.94M), 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), and AE Wealth Management LLC ($3.27M).Learn more on MARB's institutional investors.
Which institutional investors have been buying First Trust Merger Arbitrage ETF stock?: Of the 63 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: Mainstay Capital Management LLC ADV ($636.74K), Bullseye Investment Management LLC ($345.60K), Private Advisor Group LLC ($225.25K), Kure Advisory LLC ($222.63K), Atria Investments Inc ($178.91K), Envestnet Asset Management Inc. ($165.96K), and AE Wealth Management LLC ($164.10K).
How much institutional buying is happening at First Trust Merger Arbitrage ETF?: Institutional investors have bought a total of 4,153,477 shares in the last 24 months. This purchase volume represents approximately $83.43M in transactions.

Which First Trust Merger Arbitrage ETF major shareholders have been selling company stock?: Of the 28 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. ($93.10K), 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 1,470,168 shares in the last 24 months. This volume of shares sold represents approximately $29.48M in transactions.