Free Trial
→ The end may be near for these iconic stocks (From Chaikin Analytics) (Ad)tc pixel Free MARB Stock Alerts

First Trust Merger Arbitrage ETF (MARB) Institutional Ownership

$21.00 0.00 (0.00%)
As of 10/12/2026
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)
$6.34M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.95M
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
7/9/2026World Equity Group Inc.16,375$338K0.1%+3.8%1.365%
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%
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%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
11/5/2025Envestnet Asset Management Inc.42,181$856K0.0%-10.2%2.556%
11/3/2025AE Wealth Management LLC5,292$107K0.0%N/A0.321%
10/31/2025Owen 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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%


MARB Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 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 32 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 308,134 shares in the last 24 months. This purchase volume represents approximately $6.34M 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), Cetera Investment Advisers ($14.98K), Osaic Holdings Inc. ($10.53K), CreativeOne Wealth LLC ($10.36K), First Trust Advisors LP ($9.98K), and Owen LaRue LLC ($8.39K).

Institutional investors have sold a total of 241,428 shares in the last 24 months. This volume of shares sold represents approximately $4.95M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:MARB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel