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First Trust Merger Arbitrage ETF (MARB) Institutional Ownership

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+0.02 (+0.10%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Merger Arbitrage ETF (NYSEARCA:MARB)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$26.68M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$26.05M
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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
5/2/2024 Moloney Securities Asset Management LLC14,950$296K0.0%-3.5%0.650%
4/30/2024 Private Advisor Group LLC225,248$4.46M0.0%+1.5%9.793%
4/29/2024 Benjamin Edwards Inc.5,625$111K0.0%-71.0%0.245%
4/24/2024 Simplicity Wealth LLC27,502$545K0.0%N/A1.196%
4/18/2024 AlphaMark Advisors LLC5,950$118K0.0%-41.8%0.259%
4/16/2024 OneAscent Financial Services LLC45,287$897K0.1%-62.4%1.969%
4/16/2024 OneAscent 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%
2/12/2024 Quaker 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%
2/6/2024 Private 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%
1/19/2024 AlphaMark 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%
1/12/2024Kure Advisory LLC222,010$4.48M2.3%-0.3%6.254%
1/11/2024 OneAscent Wealth Management LLC39,542$797K0.3%-41.7%1.114%
1/11/2024 OneAscent 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%
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11/4/2023 NBC Securities Inc.4,139$83K0.0%N/A0.117%
10/31/2023 AlphaMark 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%
10/25/2023 Concourse Financial Group Securities Inc.3,308$67K0.0%-83.8%0.093%
10/24/2023Kure Advisory LLC222,628$4.48M2.5%N/A6.271%
10/24/2023 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%
10/23/2023 FAS 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%
10/19/2023 Quaker Wealth Management LLC30,145$607K0.3%+4.2%0.849%
10/17/2023 Midwest Financial Group LLC62,155$1.25M1.1%+2.7%1.751%
10/13/2023 OneAscent Financial Services LLC94,492$1.90M0.5%+22.8%2.662%
10/13/2023 OneAscent 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%
10/10/2023 WealthCare 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%
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%
8/8/2023 FAS 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%
7/31/2023 Moloney Securities Asset Management LLC13,995$280K0.0%+6.0%0.394%
7/27/2023 Midwest Financial Group LLC60,493$1.21M1.0%+4.1%1.375%
7/26/2023 Janney Montgomery Scott LLC67,283$1.35M0.0%+121.9%1.529%
7/26/2023 Braun Bostich & Associates Inc.31,991$640K1.4%+3.3%0.727%
7/21/2023Clear Harbor Asset Management LLC30,991$620K0.1%+33.8%0.704%
7/20/2023Authentikos Wealth Advisory LLC87,967$1.76M1.7%-4.1%1.999%
7/18/2023Virtue Capital Management LLC37,149$741K0.1%+3.1%0.844%
7/18/2023 Stratos Wealth Advisors LLC12,741$255K0.0%-45.6%0.290%
7/13/2023 WealthCare Investment Partners LLC33,638$671K0.4%-22.6%0.765%
7/13/2023 Cambridge Investment Research Advisors Inc.27,989$560K0.0%+37.5%0.636%
7/10/2023 OneAscent Wealth Management LLC71,675$1.43M0.7%+21.3%1.629%
7/10/2023AE Wealth Management LLC164,096$3.28M0.0%+0.9%3.729%
7/10/2023 OneAscent Financial Services LLC76,921$1.54M0.7%+14.6%1.748%
6/1/2023ORG Partners LLC39,474$795K0.2%N/A0.951%
5/12/2023HighTower Advisors LLC331,791$6.67M0.0%+2.4%7.995%
5/11/2023 FAS Wealth Partners Inc.181,039$3.64M0.4%+37.0%4.362%
5/10/2023Atria Investments Inc128,909$2.59M0.0%N/A3.106%
5/10/2023Resources Investment Advisors LLC.61,230$1.23M0.0%-2.9%1.475%
5/8/2023Sigma Planning Corp53,383$1.07M0.0%N/A1.286%
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5/4/2023Clear Harbor Asset Management LLC23,165$466K0.0%N/A0.558%
5/4/2023Holistic Financial Partners40,157$808K0.6%+24.7%0.968%
5/3/2023 Mainstay Capital Management LLC ADV14,693$296K0.1%-97.9%0.354%
5/2/2023 Braun Bostich & Associates Inc.30,984$623K1.5%+183.5%0.747%
5/1/2023Truadvice LLC11,036$223K0.1%-5.6%0.266%
4/28/2023 Janney Montgomery Scott LLC30,316$610K0.0%N/A0.731%
4/27/2023 Stratos Wealth Advisors LLC23,413$471K0.0%+87.1%0.564%
4/27/2023 Benjamin Edwards Inc.14,144$285K0.1%+155.1%0.341%
4/25/2023 Quaker Wealth Management LLC29,378$591K0.3%N/A0.708%
4/25/2023 Advisor Resource Council10,189$206K0.1%N/A0.246%
(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, 64 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), Kure Advisory LLC ($4.48M), Private Advisor Group LLC ($4.46M), Owen LaRue LLC ($4.23M), Advisor Group Holdings Inc. ($3.87M), and Atria Investments Inc ($3.60M).Learn more on MARB's institutional investors.

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

Of the 62 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 4,097,924 shares in the last 24 months. This purchase volume represents approximately $82.34M in transactions.

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

Of the 26 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), Harbour Investments Inc. ($93.10K), OneAscent Financial Services LLC ($75.30K), IFP Advisors Inc ($71.09K), Vivaldi Capital Management LP ($65.83K), and OneAscent Wealth Management LLC ($59.96K).

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

Institutional investors have sold a total of 1,359,521 shares in the last 24 months. This volume of shares sold represents approximately $27.29M in transactions.


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This page (NYSEARCA:MARB) was last updated on 5/4/2024 by MarketBeat.com Staff

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