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First Trust Merger Arbitrage ETF (MARB) Institutional Ownership

$20.72 +0.02 (+0.10%)
As of 08/4/2025 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)
22
Total
Institutional Inflows
(last 12 months)
$14.43M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.66M
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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
8/4/2025Assetmark Inc.93,082$1.90M0.0%+15.9%5.641%
8/1/2025 Envestnet Asset Management Inc.46,995$961K0.0%-9.8%2.848%
7/30/2025 TFB Advisors LLC10,114$207K0.1%N/A0.613%
7/29/2025 Stratos Wealth Advisors LLC49,617$1.01M0.1%-1.6%3.007%
7/28/2025 RFG Advisory LLC16,014$327K0.0%N/A0.971%
7/22/2025 Simplicity Wealth LLC45,920$939K0.0%+109.7%2.783%
7/16/2025 Owen LaRue LLC232,426$4.75M2.0%-2.7%14.086%
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%
5/8/2025 Harbour 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%
4/30/2025 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%
4/29/2025World 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%
2/14/2025 Owen 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%
2/10/2025 Harbour 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%
1/21/2025 Midwest 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%
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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%
11/5/2024 Harbour 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%
7/26/2024 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%
7/17/2024 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%
5/14/2024 Owen 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%
2/7/2024Principal Securities Inc.9,022$182K0.0%N/A0.254%
2/6/2024Private Advisor Group LLC222,010$4.48M0.0%N/A6.254%
2/5/2024 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%
1/24/2024 Stratos Wealth Advisors LLC39,072$788K0.0%+181.7%1.101%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.

Watch the “Next Magnificent Seven” presentation here
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%
1/18/2024 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%
1/11/2024OneAscent Wealth Management LLC39,542$797K0.3%-41.7%1.114%
1/11/2024OneAscent Financial Services LLC120,583$2.43M0.3%+27.6%3.397%
11/16/2023 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%
11/13/2023Visionary Wealth Advisors50,946$1.03M0.1%-1.6%1.435%
(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, 58 institutional investors and hedge funds held shares of First Trust Merger Arbitrage ETF. The most heavily invested institutionals were Owen LaRue LLC ($4.75M), LPL Financial LLC ($4.48M), Kure Advisory LLC ($4.48M), Private Advisor Group LLC ($4.46M), Assetmark Inc. ($1.90M), Cetera Advisor Networks LLC ($1.71M), and Coppell Advisory Solutions LLC ($1.63M).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 44 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), Assetmark Inc. ($91.53K), Coppell Advisory Solutions LLC ($79.42K), 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 722,673 shares in the last 24 months. This purchase volume represents approximately $14.43M in transactions.

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

Of the 11 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: Harbour Investments Inc. ($19.22K), Holistic Financial Partners ($16.36K), Cetera Investment Advisers ($10.83K), Owen LaRue LLC ($10.14K), Wolverine Trading LLC ($9.15K), Envestnet Asset Management Inc. ($5.10K), and SMART Wealth LLC ($4.66K).

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

Institutional investors have sold a total of 83,021 shares in the last 24 months. This volume of shares sold represents approximately $1.66M in transactions.


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This page (NYSEARCA:MARB) was last updated on 8/5/2025 by MarketBeat.com Staff
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