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First Trust Merger Arbitrage ETF (MARB) Institutional Ownership

$20.87 +0.02 (+0.10%)
As of 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)
24
Total
Institutional Inflows
(last 12 months)
$14.20M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.33M
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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
5/5/2026BCGM Wealth Management LLC74,727$1.55M0.4%+9.0%6.227%
4/28/2026 Ascentis Independent Advisors1,234$26K0.0%N/A0.103%
4/20/2026 RFG Advisory LLC52,285$1.08M0.0%+74.8%4.357%
2/18/2026FAS Wealth Partners Inc.40,367$833K0.1%-6.8%2.125%
2/17/2026Cetera Investment Advisers25,271$522K0.0%+19.5%1.330%
2/17/2026Osaic Holdings Inc.6,554$135K0.0%-61.6%0.345%
2/13/2026CreativeOne Wealth LLC21,235$438K0.0%+2.9%1.118%
2/13/2026First Trust Advisors LP80,930$1.67M0.0%+26.0%4.259%
2/12/2026CIBC Private Wealth Group LLC1,499$31K0.0%-64.2%0.079%
2/12/2026 Wedbush Securities Inc.16,197$334K0.0%+4.5%0.852%
2/11/2026LPL Financial LLC295,464$6.10M0.0%+13.1%15.551%
2/10/2026Frederick Financial Consultants LLC62,452$1.29M0.7%-6.2%3.287%
2/10/2026Clear Harbor Asset Management LLC41,264$852K0.1%-10.3%2.172%
2/5/2026Allworth Financial LP3,236$67K0.0%N/A0.170%
2/3/2026 RFG Advisory LLC29,907$617K0.0%+21.2%1.574%
1/30/2026 Simplicity Wealth LLC14,484$299K0.0%+36.9%0.762%
1/23/2026Assetmark Inc.106,302$2.19M0.0%+65.6%6.074%
1/21/2026 Center For Asset Management LLC35,816$739K0.4%N/A2.047%
1/20/2026 Stratos Wealth Advisors LLC44,041$909K0.0%-5.4%2.517%
1/14/2026 Spire Wealth Management15,006$310K0.0%N/A0.857%
1/7/2026BCGM Wealth Management LLC68,580$1.42M0.4%+1.8%3.919%
11/24/2025CIBC Private Wealth Group LLC4,185$85K0.0%N/A0.254%
11/17/2025Vivaldi Capital Management LP15,519$315K0.0%-8.9%0.941%
11/17/2025Susquehanna International Group LLP36,685$745K0.0%+2.0%2.223%
11/17/2025Citadel Advisors LLC40,999$832K0.0%N/A2.485%
11/13/2025CreativeOne Wealth LLC20,631$419K0.0%-33.4%1.250%
11/13/2025First Trust Advisors LP64,209$1.30M0.0%-13.5%3.891%
11/12/2025BCGM Wealth Management LLC67,343$1.37M0.4%+6.6%4.081%
11/7/2025Holistic Financial Partners14,002$284K0.1%-4.8%0.849%
11/6/2025Assetmark Inc.64,176$1.30M0.0%-31.1%3.889%
11/6/2025 Wedbush Securities Inc.15,495$315K0.0%-10.3%0.939%
11/6/2025 Stratos Wealth Advisors LLC46,533$945K0.0%-6.2%2.820%
11/6/2025 RFG Advisory LLC24,668$501K0.0%+54.0%1.495%
11/5/2025 Envestnet Asset Management Inc.42,181$856K0.0%-10.2%2.556%
11/3/2025AE Wealth Management LLC5,292$107K0.0%N/A0.321%
10/31/2025 Owen LaRue LLC224,037$4.55M1.8%-3.6%13.578%
10/30/2025 Simplicity Wealth LLC10,578$215K0.0%-77.0%0.641%
10/29/2025FAS Wealth Partners Inc.43,325$879K0.1%-7.3%2.626%
10/24/2025World Equity Group Inc.14,677$298K0.1%N/A0.890%
10/23/2025Clear Harbor Asset Management LLC46,014$934K0.1%+7.5%2.789%
10/15/2025 Private Trust Co. NA2,043$41K0.0%N/A0.124%
9/4/2025Osaic Holdings Inc.18,209$371K0.0%+19.3%1.104%
8/20/2025Coppell Advisory Solutions LLC110,466$2.25M0.3%+36.4%6.695%
8/14/2025Vivaldi Capital Management LP17,036$348K0.1%-6.8%1.032%
8/13/2025First Trust Advisors LP74,193$1.52M0.0%-7.3%4.497%
8/12/2025CreativeOne Wealth LLC30,988$634K0.0%-31.7%1.878%
8/5/2025Holistic Financial Partners14,713$301K0.1%-60.1%0.892%
8/5/2025BCGM Wealth Management LLC63,151$1.29M0.4%+1.9%3.827%
8/5/2025Frederick Financial Consultants LLC68,197$1.39M0.9%-4.6%4.133%
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%
5/8/2025Harbour 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%
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%


MARB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MARB shares?

During the previous two years, 43 institutional investors and hedge funds held shares of First Trust Merger Arbitrage ETF. The most heavily invested institutionals were LPL Financial LLC ($6.10M), Owen LaRue LLC ($4.55M), Coppell Advisory Solutions LLC ($2.25M), Assetmark Inc. ($2.19M), First Trust Advisors LP ($1.67M), BCGM Wealth Management LLC ($1.55M), and World Investment Advisors LLC ($1.49M).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 33 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: LPL Financial LLC ($239.11K), Assetmark Inc. ($116.20K), Coppell Advisory Solutions LLC ($108.88K), World Investment Advisors LLC ($75.48K), CreativeOne Wealth LLC ($75.31K), Frederick Financial Consultants LLC ($71.48K), and Owen LaRue LLC ($52.97K).

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

Institutional investors have bought a total of 700,631 shares in the last 24 months. This purchase volume represents approximately $14.20M in transactions.

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

Of the 16 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: Simplicity Wealth LLC ($35.34K), Holistic Financial Partners ($33.31K), Assetmark Inc. ($28.91K), CreativeOne Wealth LLC ($24.74K), First Trust Advisors LP ($15.87K), Owen LaRue LLC ($14.89K), and Osaic Holdings Inc. ($10.53K).

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

Institutional investors have sold a total of 212,571 shares in the last 24 months. This volume of shares sold represents approximately $4.33M in transactions.


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This page (NYSEARCA:MARB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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