Ftvestus Max Buff ETF MarchMARMETF

13F holders, Q3 2024 (September 30)
86holders +6
15new positions
10sold out
1famous investor
$30.45avg. 13F price*

At the end of Q3 2024, 86 institutions reported holding Ftvestus Max Buff ETF March (MARM) in their 13F filings, up 6 from Q2 2024. 15 opened new positions and 10 sold out. The largest holders were Legacy CG, LLC ($15.2M), Commonwealth Equity Services, LLC ($14.8M) and Ignite Planners, LLC ($7.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Ftvestus Max Buff ETF March
Filed as
FIRST TR EXCHNG TRADED FD VI (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions15$7.8M
Exits10$18.1M

All 13F filers, Q2 2024 → Q3 2024: 566,069 shares bought and 811,312 shares sold, net −245,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 86 holders

Legacy CG, LLC 4.98% Reduce -2.1% 500,568 $15.2M
Commonwealth Equity Services, LLC 0.02% Add +0.5% 484,781 $14.8M
Ignite Planners, LLC 1.81% Reduce -1.2% 259,148 $7.9M
Foundations Investment Advisors, LLC 0.16% Reduce -2.2% 253,504 $7.7M
Encompass More Asset Management 1.62% Add +189.7% 139,305 $4.2M
Cetera Investment Advisers 0.01% Reduce -42.0% 122,934 $3.7M
Donald L. Hagan, LLC 1.85% Add +10.0% 119,187 $3.6M
Kestra Advisory Services, LLC 0.02% Reduce -12.8% 101,850 $3.1M
Coppell Advisory Solutions LLC 0.44% Add +15.8% 97,885 $3.0M
Prostatis Group LLC 0.97% Reduce -9.1% 97,281 $3.0M
Captrust Financial Advisors 0.01% No change 75,781 $2.3M
LPL Financial LLC 0.00% New 73,184 $2.2M
Atria Wealth Solutions, Inc. 0.02% Reduce -15.8% 72,946 $2.2M
Clear Creek Financial Management, LLC 0.24% Add +108.2% 70,746 $2.2M
Brookstone Capital Management 0.03% Add +11.4% 70,475 $2.1M
Apollon Wealth Management, LLC 0.05% No change 59,625 $1.8M
WESPAC Advisors SoCal, LLC 0.42% No change 59,140 $1.8M
Signal Advisors Wealth, LLC 0.22% Add +633.2% 49,974 $1.5M
Foguth Wealth Management, LLC. 0.55% Reduce -5.0% 49,974 $1.5M
IFP Advisors, Inc 0.05% No change 49,471 $1.5M
Jane Street Group, LLC 0.00% Add +80.8% 44,483 $1.4M
Cresset Asset Management, LLC 0.01% No change 44,115 $1.3M
Legacy Edge Advisors, LLC 0.20% Add +85.9% 41,385 $1.3M
Main Street Financial Solutions, LLC 0.12% No change 41,272 $1.3M
Bullseye Investment Management, LLC 0.69% Reduce -28.1% 37,546 $1.2M
Uptick Partners, LLC 0.47% New 36,144 $1.1M
Madrona Financial Services, LLC 0.29% No change 34,766 $1.1M
GPS Wealth Strategies Group, LLC 0.14% New 34,297 $1.0M
Creative Financial Designs Inc. 0.08% Add +211.8% 31,960 $973K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.3% 31,210 $950K
Anfield Capital Management, LLC 0.35% Add +0.8% 30,134 $918K
Kingswood Wealth Advisors, LLC 0.06% New 29,276 $891K
Harbour Investments, Inc. 0.03% Reduce -0.3% 28,102 $856K
Bright Futures Wealth Management, LLC. 0.41% Reduce -5.6% 27,428 $838K
Truist Financial Corp. 0.00% No change 26,250 $799K
NewEdge Advisors, LLC 0.01% Add +9.4% 25,310 $771K
Mutual Advisors, LLC 0.02% Reduce -22.1% 24,477 $748K
Old Mission Capital LLC 0.02% Add +259.4% 24,380 $742K
Gallagher Fiduciary Advisors, LLC 0.14% No change 23,257 $708K
Sage Capital Advisors,llc 0.18% Add +44.3% 22,603 $688K
Triumph Capital Management 0.23% Reduce -14.3% 21,050 $641K
Mariner, LLC 0.00% Reduce -0.1% 20,648 $629K
BlueChip Wealth Advisors LLC 0.31% No change 19,676 $599K
Susquehanna International Group, LLP 0.00% Reduce -18.4% 19,229 $586K
StoneX Group Inc. 0.04% Reduce -40.8% 17,630 $537K
World Equity Group, Inc. 0.19% New 17,536 $534K
RPS Advisory Solutions LLC 0.37% Add +2.0% 17,077 $520K
Jaffetilchin Investment Partners, LLC 0.04% No change 15,215 $463K
Syntegra Private Wealth Group, LLC 0.05% No change 14,921 $454K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -7.4% 14,617 $445K
Chris Bulman Inc 0.30% Add +30.3% 14,478 $441K
Capital Investment Advisory Services, LLC 0.04% No change 13,245 $403K
JPMorgan Chase & Co. 0.00% New 13,108 $399K
AE Wealth Management LLC 0.00% New 12,921 $393K
First Heartland Consultants, Inc. 0.04% Reduce -6.4% 12,415 $378K
Ameritas Advisory Services, LLC 0.02% Add +4.4% 11,892 $362K
Cooper Financial Group 0.05% New 11,608 $353K
WealthTrust Asset Management, LLC 0.26% No change 11,357 $346K
HBW Advisory Services LLC 0.05% No change 10,525 $320K
Koshinski Asset Management, Inc. 0.03% No change 9,570 $291K
Secured Retirement Advisors, LLC 0.21% No change 9,480 $289K
Independent Financial Group, LLC 0.01% No change 8,623 $263K
Smith, Moore & Co. 0.02% No change 8,306 $253K
Legacy Capital Wealth Partners, LLC 0.05% No change 8,241 $251K
Certified Advisory Corp 0.03% No change 8,168 $249K
EPG Wealth Management LLC 0.06% Add +0.0% 8,150 $248K
Citadel Advisors 0.00% New 8,087 $246K
Goldman Sachs Group Inc. 0.00% New 7,969 $243K
Steward Partners Investment Advisory, LLC 0.00% Reduce -32.8% 7,030 $214K
MN Wealth Advisors, LLC 0.12% Reduce -10.7% 6,700 $204K
Vista Investment Partners LLC 0.07% New 6,700 $204K
Osaic Holdings, Inc. 0.00% Reduce -44.1% 5,031 $153K
UBS Group AG 0.00% Add +51214.3% 3,592 $109K
Creekmur Asset Management LLC 0.02% Add +12.8% 3,409 $104K
Cwm, LLC 0.00% No change 3,120 $95K
Glen Eagle Advisors, LLC 0.02% New 3,000 $91K
Barclays PLC 0.00% New 1,714 $52K
Avior Wealth Management, LLC 0.00% No change 1,600 $49K
DHJJ Financial Advisors, Ltd. 0.01% No change 1,240 $38K
Capital Analysts, LLC 0.00% Reduce -35.8% 1,210 $37K
GeoWealth Management, LLC 0.00% New 1,208 $37K
Lanark Financial, Inc. 0.00% No change 1,180 $35K
Principal Securities, Inc. 0.00% No change 900 $27K
Sunbelt Securities, Inc. 0.00% Add +87.5% 750 $23K
Concourse Financial Group Securities, Inc. 0.00% Reduce -50.0% 170 $5K
Bank of America Corp. 0.00% New 2 $61

"% 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.