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First Trust Merger Arbitrage ETF (MARB) Institutional Ownership

$20.60 +0.07 (+0.34%)
As of 07/14/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Merger Arbitrage ETF (NYSEARCA:MARB)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$13.30M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.84M
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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
5/16/2025Coppell Advisory Solutions LLC81,002$1.63M0.1%+1,148.5%4.765%
5/14/2025CreativeOne Wealth LLC45,375$906K0.0%+28.2%2.669%
5/8/2025BCGM Wealth Management LLC61,961$1.24M0.4%+4.1%3.645%
5/8/2025Harbour Investments Inc.3,196$64K0.0%-66.8%0.188%
5/7/2025LPL Financial LLC224,359$4.48M0.0%+886.3%13.198%
5/6/2025Assetmark Inc.80,341$1.60M0.0%+75.7%4.726%
5/6/2025Cetera Investment Advisers19,094$381K0.0%+29.5%1.123%
5/6/2025Holistic Financial Partners36,870$736K0.4%-22.1%2.169%
5/6/2025Wedbush Securities Inc.17,265$345K0.0%-2.9%1.016%
5/5/2025FAS Wealth Partners Inc.46,424$927K0.1%+4.8%2.731%
5/2/2025Frederick Financial Consultants LLC71,475$1.43M1.0%N/A4.204%
4/30/2025Stratos Wealth Advisors LLC50,448$1.01M0.1%-1.7%2.968%
4/29/2025Envestnet Asset Management Inc.52,095$1.04M0.0%+37.2%3.064%
4/29/2025World Investment Advisors13,632$272K0.0%N/A0.802%
4/15/2025Simplicity Wealth LLC21,894$437K0.0%N/A1.288%
2/17/2025Vivaldi Capital Management LP18,444$368K0.1%-4.1%0.785%
2/17/2025Cetera Investment Advisers14,744$293K0.0%-42.4%0.627%
2/17/2025Citadel Advisors LLC10,094$201K0.0%N/A0.430%
2/14/2025FAS Wealth Partners Inc.44,313$881K0.1%+6.0%1.886%
2/14/2025Owen LaRue LLC245,869$4.89M2.6%-1.5%10.463%
2/14/2025Coppell Advisory Solutions LLC6,488$129K0.0%+309.9%0.276%
2/14/2025First Trust Advisors LP34,644$689K0.0%+30.7%1.474%
2/13/2025CreativeOne Wealth LLC35,392$704K0.0%+17.9%1.506%
2/13/2025Envestnet Asset Management Inc.37,965$755K0.0%+11.9%1.616%
2/13/2025Wedbush Securities Inc.17,775$353K0.0%-5.9%0.756%
2/11/2025LPL Financial LLC22,748$452K0.0%+16.9%0.968%
2/10/2025Harbour Investments Inc.9,632$191K0.0%-38.1%0.410%
2/6/2025Assetmark Inc.45,723$909K0.0%+18.4%1.946%
2/4/2025Holistic Financial Partners47,315$941K0.5%-11.1%2.013%
2/4/2025BCGM Wealth Management LLC59,543$1.18M0.4%+3.1%2.534%
1/29/2025Authentikos Wealth Advisory LLC29,681$590K0.6%-4.5%1.263%
1/21/2025Midwest Financial Group LLC66,606$1.32M0.8%+1.4%2.834%
1/17/2025Clear 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%
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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%
7/18/2024 WealthCare Investment Partners LLC12,125$238K0.1%-18.5%0.516%
7/17/2024Clear 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%
4/15/2024 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%
2/14/2024Vivaldi Capital Management LP32,790$649K0.2%-44.8%0.924%
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%
2/7/2024 NBC 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%
1/18/2024Clear 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%
1/11/2024OneAscent Wealth Management LLC39,542$797K0.3%-41.7%1.114%
1/11/2024OneAscent Financial Services LLC120,583$2.43M0.3%+27.6%3.397%
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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%
11/8/2023Janney 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%
11/4/2023 NBC Securities Inc.4,139$83K0.0%N/A0.117%
(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, 57 institutional investors and hedge funds held shares of First Trust Merger Arbitrage ETF. The most heavily invested institutionals were Owen LaRue LLC ($4.89M), LPL Financial LLC ($4.48M), Kure Advisory LLC ($4.48M), Private Advisor Group LLC ($4.46M), Cetera Advisor Networks LLC ($1.71M), Coppell Advisory Solutions LLC ($1.63M), and Assetmark Inc. ($1.60M).Learn more on First Trust Merger Arbitrage ETF's institutional investors.

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

Of the 45 institutional investors that purchased First Trust Merger Arbitrage ETF's 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), LPL Financial LLC ($204.90K), Coppell Advisory Solutions LLC ($79.42K), Assetmark Inc. ($78.79K), World Investment Advisors LLC ($75.48K), and CreativeOne Wealth LLC ($74.70K).

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

Institutional investors have bought a total of 667,774 shares in the last 24 months. This purchase volume represents approximately $13.30M in transactions.

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

Of the 12 institutional investors that sold First Trust Merger Arbitrage ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Holistic Financial Partners ($20.55K), Harbour Investments Inc. ($19.94K), Commonwealth Equity Services LLC ($14.84K), Cetera Investment Advisers ($10.83K), Wolverine Trading LLC ($9.15K), SMART Wealth LLC ($4.66K), and Owen LaRue LLC ($3.64K).

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

Institutional investors have sold a total of 93,073 shares in the last 24 months. This volume of shares sold represents approximately $1.84M in transactions.


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This page (NYSEARCA:MARB) was last updated on 7/15/2025 by MarketBeat.com Staff
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