Ftvestus Max Buff ETF MarchMARMETF

13F holders, Q2 2024 (June 30)
80holders +70
68new positions
0sold out
$29.83avg. 13F price*

At the end of Q2 2024, 80 institutions reported holding Ftvestus Max Buff ETF March (MARM) in their 13F filings, up 70 from Q1 2024. 68 opened new positions and 0 sold out. The largest holders were Legacy CG, LLC ($15.2M), Commonwealth Equity Services, LLC ($14.3M) and Ignite Planners, LLC ($7.8M).

Company
Ftvestus Max Buff ETF March
Filed as
FIRST TR EXCHNG TRADED FD VI (Q2 2024)
CUSIP
33740U612
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 10Q1 2024Q2 2024: 80Q2 2024Q3 2024: 86Q3 2024Q4 2024: 80Q4 2024Q1 2025: 79Q1 2025Q2 2025: 82Q2 2025Q3 2025: 79Q3 2025Q4 2025: 80Q4 2025Q1 2026: 77Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions68$85.6M
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 3,753,550 shares bought and 250,535 shares sold, net +3,503,015 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 80 holders

Legacy CG, LLC 5.18% New 511,487 $15.2M
Commonwealth Equity Services, LLC 0.02% Add +2088.9% 482,335 $14.3M
Ignite Planners, LLC 1.91% Add +352.6% 262,222 $7.8M
Foundations Investment Advisors, LLC 0.19% New 259,258 $7.7M
Delta Investment Management, LLC 1.60% New 243,895 $7.3M
Cetera Investment Advisers 0.01% New 211,938 $6.3M
WT Wealth Management 1.70% New 167,125 $5.0M
Kestra Advisory Services, LLC 0.02% Add +619.9% 116,756 $3.5M
Donald L. Hagan, LLC 1.71% New 108,380 $3.2M
Prostatis Group LLC 1.12% New 106,972 $3.2M
SMART Wealth LLC 1.22% Reduce -70.2% 101,068 $3.0M
Atria Wealth Solutions, Inc. 0.03% Add +743.5% 86,646 $2.6M
Coppell Advisory Solutions LLC 0.41% — 84,491 $2.5M
Captrust Financial Advisors 0.01% New 75,781 $2.3M
Brookstone Capital Management 0.03% New 63,252 $1.9M
Apollon Wealth Management, LLC 0.05% New 59,625 $1.8M
WESPAC Advisors SoCal, LLC 0.44% New 59,140 $1.8M
Foguth Wealth Management, LLC. 0.69% New 52,590 $1.6M
Bullseye Investment Management, LLC 1.08% New 52,205 $1.6M
IFP Advisors, Inc 0.06% New 49,471 $1.5M
Encompass More Asset Management 1.02% New 48,093 $1.4M
Cresset Asset Management, LLC 0.01% New 44,115 $1.3M
Main Street Financial Solutions, LLC 0.12% New 41,272 $1.2M
Madrona Financial Services, LLC 0.32% New 34,766 $1.0M
Clear Creek Financial Management, LLC 0.12% New 33,986 $1.0M
WealthPLAN Partners, LLC 0.10% New 32,233 $959K
Cambridge Investment Research Advisors, Inc. 0.00% New 31,609 $940K
Mutual Advisors, LLC 0.03% New 31,412 $936K
Anfield Capital Management, LLC 0.43% New 29,906 $890K
StoneX Group Inc. 0.07% New 29,765 $886K
Bright Futures Wealth Management, LLC. 0.47% Reduce -19.3% 29,045 $862K
Corrado Advisors, LLC 0.55% New 28,787 $856K
Harbour Investments, Inc. 0.03% Add +1779.3% 28,189 $839K
Truist Financial Corp. 0.00% New 26,250 $781K
Jane Street Group, LLC 0.00% New 24,604 $732K
Triumph Capital Management 0.29% New 24,550 $730K
Susquehanna International Group, LLP 0.00% New 23,562 $701K
Gallagher Fiduciary Advisors, LLC 0.16% New 23,257 $692K
NewEdge Advisors, LLC 0.01% New 23,133 $688K
Legacy Edge Advisors, LLC 0.12% New 22,264 $662K
Mariner, LLC 0.00% New 20,659 $615K
BlueChip Wealth Advisors LLC 0.34% New 19,676 $585K
RPS Advisory Solutions LLC 0.46% — 16,749 $498K
Gerber Kawasaki Wealth & Investment Management 0.02% New 15,787 $470K
Sage Capital Advisors,llc 0.13% New 15,663 $466K
Jaffetilchin Investment Partners, LLC 0.04% New 15,215 $453K
Syntegra Private Wealth Group, LLC 0.06% New 14,921 $444K
First Heartland Consultants, Inc. 0.04% New 13,263 $395K
Capital Investment Advisory Services, LLC 0.04% New 13,245 $394K
Sowell Financial Services LLC 0.02% New 12,232 $367K
Ameritas Advisory Services, LLC 0.01% New 11,395 $339K
WealthTrust Asset Management, LLC 0.25% New 11,357 $338K
Chris Bulman Inc 0.23% — 11,111 $331K
HBW Advisory Services LLC 0.05% New 10,525 $313K
Steward Partners Investment Advisory, LLC 0.00% Add +511.1% 10,462 $311K
Creative Financial Designs Inc. 0.03% New 10,250 $305K
Koshinski Asset Management, Inc. 0.03% New 9,570 $286K
Secured Retirement Advisors, LLC 0.22% New 9,480 $282K
Osaic Holdings, Inc. 0.00% New 9,005 $268K
SageView Advisory Group, LLC 0.02% New 8,952 $268K
Independent Financial Group, LLC 0.01% New 8,623 $257K
Smith, Moore & Co. 0.03% New 8,306 $247K
Legacy Capital Wealth Partners, LLC 0.06% New 8,241 $245K
Certified Advisory Corp 0.03% New 8,168 $243K
MN Wealth Advisors, LLC 0.13% New 7,500 $223K
CreativeOne Wealth, LLC 0.01% New 7,288 $217K
Signal Advisors Wealth, LLC 0.44% New 6,816 $203K
Old Mission Capital LLC 0.01% New 6,783 $202K
Royal Bank of Canada 0.00% New 4,110 $122K
Cwm, LLC 0.00% New 3,120 $93K
Creekmur Asset Management LLC 0.02% New 3,023 $90K
Capital Analysts, LLC 0.00% New 1,885 $56K
Avior Wealth Management, LLC 0.00% New 1,600 $48K
DHJJ Financial Advisors, Ltd. 0.02% New 1,240 $37K
Ashton Thomas Private Wealth, LLC 0.00% New 1,213 $36K
Lanark Financial, Inc. 0.00% New 1,180 $35K
Principal Securities, Inc. 0.00% New 900 $27K
Sunbelt Securities, Inc. 0.00% New 400 $12K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 340 $10K
UBS Group AG 0.00% New 7 $208

"% of holder's portfolio" is MARM's weight in each manager's 13F, not the share of Ftvestus Max Buff ETF March the manager owns.