Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free MARB Stock Alerts

First Trust Merger Arbitrage ETF (MARB) Institutional Ownership

$21.00 0.00 (0.00%)
As of 07/2/2026
Compare

Institutional Ownership Changes (13F Filings) for First Trust Merger Arbitrage ETF (NYSEARCA:MARB)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$8.29M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.17M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2026FAS Wealth Partners Inc.66,567$1.38M0.1%+64.9%5.547%
5/15/2026Vivaldi Capital Management LP13,762$285K0.0%-9.2%1.147%
5/13/2026Cetera Investment Advisers10,296$213K0.0%-59.3%0.858%
5/8/2026Cassaday & Co Wealth Management LLC3,777$78K0.0%N/A0.315%
5/7/2026World Equity Group Inc.15,773$327K0.1%+6.2%1.314%
5/6/2026Assetmark Inc.17,050$353K0.0%-84.0%1.421%
5/5/2026BCGM Wealth Management LLC74,727$1.55M0.4%+9.0%6.227%
4/28/2026Ascentis Independent Advisors1,234$26K0.0%N/A0.103%
4/20/2026RFG Advisory LLC52,285$1.08M0.0%+74.8%4.357%
2/18/2026FAS Wealth Partners Inc.40,367$833K0.1%-6.8%2.125%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
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%
2/12/2026Wedbush 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%
2/3/2026RFG Advisory LLC29,907$617K0.0%+21.2%1.574%
1/30/2026Simplicity Wealth LLC14,484$299K0.0%+36.9%0.762%
1/23/2026Assetmark Inc.106,302$2.19M0.0%+65.6%6.074%
1/21/2026Center For Asset Management LLC35,816$739K0.4%N/A2.047%
1/20/2026Stratos Wealth Advisors LLC44,041$909K0.0%-5.4%2.517%
1/14/2026Spire 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%
11/6/2025Wedbush Securities Inc.15,495$315K0.0%-10.3%0.939%
11/6/2025Stratos Wealth Advisors LLC46,533$945K0.0%-6.2%2.820%
11/6/2025RFG Advisory LLC24,668$501K0.0%+54.0%1.495%
11/5/2025Envestnet Asset Management Inc.42,181$856K0.0%-10.2%2.556%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
11/3/2025AE Wealth Management LLC5,292$107K0.0%N/A0.321%
10/31/2025Owen LaRue LLC224,037$4.55M1.8%-3.6%13.578%
10/30/2025Simplicity 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%
10/15/2025Private 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%
8/1/2025Envestnet Asset Management Inc.46,995$961K0.0%-9.8%2.848%
7/30/2025TFB Advisors LLC10,114$207K0.1%N/A0.613%
7/29/2025Stratos Wealth Advisors LLC49,617$1.01M0.1%-1.6%3.007%
7/28/2025RFG Advisory LLC16,014$327K0.0%N/A0.971%
7/22/2025Simplicity Wealth LLC45,920$939K0.0%+109.7%2.783%
7/16/2025Owen 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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%


MARB Institutional Ownership - Frequently Asked Questions

During the previous two years, 42 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), First Trust Advisors LP ($1.67M), BCGM Wealth Management LLC ($1.55M), World Investment Advisors LLC ($1.49M), and FAS Wealth Partners Inc. ($1.38M).Learn more on First Trust Merger Arbitrage ETF's institutional investors.

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), Frederick Financial Consultants LLC ($71.48K), RFG Advisory LLC ($52.29K), and Citadel Advisors LLC ($51.09K).

Institutional investors have bought a total of 404,029 shares in the last 24 months. This purchase volume represents approximately $8.29M in transactions.

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: Assetmark Inc. ($118.16K), Simplicity Wealth LLC ($35.34K), CreativeOne Wealth LLC ($24.74K), Holistic Financial Partners ($22.87K), First Trust Advisors LP ($15.87K), Cetera Investment Advisers ($14.98K), and Owen LaRue LLC ($14.89K).

Institutional investors have sold a total of 300,804 shares in the last 24 months. This volume of shares sold represents approximately $6.17M in transactions.


Related Companies

This page (NYSEARCA:MARB) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel