Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / MERGER ARBITRA
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
1.36M
-
Shares change
-
+447K
-
Total reported value, excl. options
-
$27.2M
-
Value change
-
+$8.94M
-
Number of buys
-
22
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Number of sells
-
-14
-
Price
-
$19.97
Significant Holders of FIRST TR EXCH TRADED FD III - MERGER ARBITRA (MARB) as of Q1 2025
38 filings reported holding MARB - FIRST TR EXCH TRADED FD III - MERGER ARBITRA as of Q1 2025.
FIRST TR EXCH TRADED FD III - MERGER ARBITRA (MARB) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.36M shares
.
Largest 10 shareholders include Owen LaRue, LLC (239K shares), LPL Financial LLC (224K shares), Coppell Advisory Solutions LLC (81K shares), ASSETMARK, INC (80.3K shares), FIRST TRUST ADVISORS LP (80.1K shares), Frederick Financial Consultants, LLC (71.5K shares), BCGM Wealth Management, LLC (62K shares), ENVESTNET ASSET MANAGEMENT INC (52.1K shares), Stratos Wealth Advisors, LLC (50.4K shares), and FAS Wealth Partners, Inc. (46.4K shares).
This table shows the top 30 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.