Free Trial
→ The Robotics Revolution has arrived … and one $7 stock could take off as a result. (From Weiss Ratings) (Ad) Buy MARB Stock  Free MARB Stock Alerts

First Trust Merger Arbitrage ETF (MARB) Institutional Ownership

$20.10 +0.06 (+0.30%)
As of 05/2/2025 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)
21
Total
Institutional Inflows
(last 12 months)
$8.37M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.00M
Get MARB Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Merger Arbitrage ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MARB Institutional Buying and Selling by Quarter

First Trust Merger Arbitrage ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Frederick Financial Consultants LLC71,475$1.43M1.0%N/A4.204%
4/30/2025 Stratos Wealth Advisors LLC50,448$1.01M0.1%-1.7%2.968%
4/29/2025 Envestnet Asset Management Inc.52,095$1.04M0.0%+37.2%3.064%
4/29/2025 World Investment Advisors13,632$272K0.0%N/A0.802%
4/15/2025 Simplicity 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%
2/13/2025 Envestnet 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%
1/29/2025 Authentikos Wealth Advisory LLC29,681$590K0.6%-4.5%1.263%
1/21/2025 Midwest 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%
12/16/2024 SMART Wealth LLC15,513$307K0.1%-23.1%0.660%
11/25/2024 World Investment Advisors LLC75,479$1.49M0.0%N/A3.212%
11/15/2024Jane 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%
10/18/2024 Stratos 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%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
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%
7/17/2024 Midwest 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%
5/21/2024Atria 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%
5/2/2024 Moloney 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%
4/24/2024 Simplicity 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%
4/11/2024 Midwest 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%
2/7/2024 Principal 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%
1/24/2024 Stratos Wealth Advisors LLC39,072$788K0.0%+181.7%1.101%
1/23/2024 Beacon Financial Advisory LLC49,302$994K0.5%+243.4%1.389%
1/19/2024AlphaMark 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%
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%
11/6/2023 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%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
10/31/2023AlphaMark Advisors LLC4,000$81K0.0%N/A0.113%
10/27/2023Assetmark Inc.12,428$250K0.0%+263.7%0.350%
10/26/2023Clear 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%
10/25/2023Concourse 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%
10/24/2023 Stratos 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%
(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, 61 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 ($4.89M), Kure Advisory LLC ($4.48M), Private Advisor Group LLC ($4.46M), Cetera Advisor Networks LLC ($1.71M), World Investment Advisors LLC ($1.49M), and Frederick Financial Consultants LLC ($1.43M).Learn more on MARB's institutional investors.

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

Of the 50 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), World Investment Advisors LLC ($75.48K), Frederick Financial Consultants LLC ($71.48K), Owen LaRue LLC ($65.57K), and CreativeOne Wealth LLC ($64.72K).

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

Institutional investors have bought a total of 1,748,691 shares in the last 24 months. This purchase volume represents approximately $35.06M 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: FAS Wealth Partners Inc. ($142.72K), Atria Investments Inc ($109.41K), Harbour Investments Inc. ($106.60K), OneAscent Financial Services LLC ($75.30K), Vivaldi Capital Management LP ($66.62K), OneAscent Wealth Management LLC ($59.96K), and WealthCare Investment Partners LLC ($31.35K).

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

Institutional investors have sold a total of 804,775 shares in the last 24 months. This volume of shares sold represents approximately $16.06M in transactions.


Related Companies

This page (NYSEARCA:MARB) was last updated on 5/4/2025 by MarketBeat.com Staff
From Our Partners
Trump wipes out trillions overnight…
Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...
Porter & Company | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Robots aren't coming to America in 2025. They are already here. Oxford Economics says, "The Robotics Rev...
Weiss Ratings | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
Why Elon put $51 million into this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Will May start the next "Great Depression?"
You probably haven't heard about this yet... But this could be the biggest wealth building opportunity of t...
Behind the Markets | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The July 23rd Crypto Trigger Could Mark the Beginning of Bitcoin’s Next Big Move Bitcoin’s early 2024 ETF r...
Crypto Swap Profits | Sponsored