Ftvestus Max Buff ETF MarchMARMETF

13F holders, Q4 2024 (December 31)
80holders −6
4new positions
13sold out
1famous investor
$30.90avg. 13F price*

At the end of Q4 2024, 80 institutions reported holding Ftvestus Max Buff ETF March (MARM) in their 13F filings, down 6 from Q3 2024. 4 opened new positions and 13 sold out. The largest holders were Commonwealth Equity Services, LLC ($12.2M), Ignite Planners, LLC ($8.0M) and Kestra Advisory Services, LLC ($3.2M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$695K
Exits13$33.3M

All 13F filers, Q3 2024 → Q4 2024: 125,677 shares bought and 1,471,715 shares sold, net −1,346,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 80 holders

Commonwealth Equity Services, LLC 0.02% Reduce -18.6% 394,842 $12.2M
Ignite Planners, LLC 1.76% Reduce -0.3% 258,406 $8.0M
Kestra Advisory Services, LLC 0.02% Add +2.3% 104,167 $3.2M
Coppell Advisory Solutions LLC 0.43% Add +2.8% 100,579 $3.1M
Cetera Investment Advisers 0.01% Reduce -18.3% 100,421 $3.1M
Captrust Financial Advisors 0.01% Reduce -9.9% 68,281 $2.1M
Brookstone Capital Management 0.03% Reduce -7.1% 65,500 $2.0M
Atria Wealth Solutions, Inc. 0.02% Reduce -14.8% 62,188 $1.9M
Apollon Wealth Management, LLC 0.04% No change 59,625 $1.8M
WESPAC Advisors SoCal, LLC 0.41% No change 59,140 $1.8M
Kingswood Wealth Advisors, LLC 0.13% Add +93.0% 56,498 $1.7M
Susquehanna International Group, LLP 0.00% Add +165.2% 51,001 $1.6M
IFP Advisors, Inc 0.05% No change 49,471 $1.5M
Prostatis Group LLC 0.44% Reduce -49.6% 49,056 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -0.4% 43,945 $1.4M
Old Mission Capital LLC 0.03% Add +73.2% 42,217 $1.3M
Signal Advisors Wealth, LLC 0.15% Reduce -16.3% 41,842 $1.3M
Legacy Edge Advisors, LLC 0.20% Reduce -1.6% 40,741 $1.3M
Foguth Wealth Management, LLC. 0.30% Reduce -26.0% 36,990 $1.2M
Main Street Financial Solutions, LLC 0.11% Reduce -9.7% 37,272 $1.2M
Uptick Partners, LLC 0.40% No change 36,144 $1.1M
Madrona Financial Services, LLC 0.29% No change 34,766 $1.1M
NewEdge Advisors, LLC 0.01% Add +31.8% 33,353 $1.0M
Clear Creek Financial Management, LLC 0.11% Reduce -54.4% 32,286 $997K
Jane Street Group, LLC 0.00% Reduce -27.5% 32,258 $996K
Creative Financial Designs Inc. 0.08% Reduce -0.6% 31,785 $982K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.1% 30,865 $953K
Anfield Capital Management, LLC 0.34% No change 30,134 $931K
GPS Wealth Strategies Group, LLC 0.12% Reduce -12.4% 30,047 $928K
Harbour Investments, Inc. 0.03% Add +1.5% 28,522 $881K
Truist Financial Corp. 0.00% No change 26,250 $811K
Mutual Advisors, LLC 0.02% No change 24,477 $761K
Bullseye Investment Management, LLC 0.50% Reduce -38.1% 23,239 $719K
Gallagher Fiduciary Advisors, LLC 0.14% No change 23,257 $718K
Sage Capital Advisors,llc 0.18% No change 22,603 $698K
Mariner, LLC 0.00% No change 20,648 $638K
BlueChip Wealth Advisors LLC 0.34% No change 19,676 $608K
Cooper Financial Group 0.07% Add +63.4% 18,970 $586K
Triumph Capital Management 0.19% Reduce -15.0% 17,900 $553K
World Equity Group, Inc. 0.11% Reduce -3.0% 17,016 $525K
StoneX Group Inc. 0.03% Reduce -12.5% 15,426 $476K
Jaffetilchin Investment Partners, LLC 0.03% No change 15,215 $470K
Syntegra Private Wealth Group, LLC 0.05% No change 14,921 $461K
Gerber Kawasaki Wealth & Investment Management 0.02% No change 14,617 $451K
Chris Bulman Inc 0.27% Reduce -5.6% 13,667 $422K
LPL Financial LLC 0.00% Reduce -84.4% 11,404 $352K
First Heartland Consultants, Inc. 0.04% Reduce -8.9% 11,305 $349K
Ameritas Advisory Services, LLC 0.01% Reduce -9.8% 10,729 $331K
Secured Retirement Advisors, LLC 0.17% No change 9,480 $293K
IMG Wealth Management, Inc. 0.27% — 9,450 $292K
Independent Financial Group, LLC 0.01% Add +1.7% 8,767 $271K
Koshinski Asset Management, Inc. 0.02% Reduce -10.4% 8,570 $265K
Citadel Advisors 0.00% Add +6.0% 8,569 $265K
Legacy Capital Wealth Partners, LLC 0.06% No change 8,241 $254K
Certified Advisory Corp 0.03% No change 8,168 $252K
EPG Wealth Management LLC 0.07% No change 8,150 $252K
Smith, Moore & Co. 0.02% Reduce -3.6% 8,006 $247K
Bison Wealth, LLC 0.03% — 7,527 $232K
SageView Advisory Group, LLC 0.01% New 7,270 $224K
Steward Partners Investment Advisory, LLC 0.00% No change 7,030 $217K
AE Wealth Management LLC 0.00% Reduce -46.3% 6,945 $214K
Great Valley Advisor Group, Inc. 0.00% New 6,935 $214K
MML Investors Services, LLC 0.00% New 6,849 $211K
RPS Advisory Solutions LLC 0.13% Reduce -60.4% 6,760 $209K
MN Wealth Advisors, LLC 0.12% No change 6,700 $207K
Barclays PLC 0.00% Add +283.0% 6,564 $203K
JPMorgan Chase & Co. 0.00% Reduce -55.9% 5,778 $178K
Osaic Holdings, Inc. 0.00% No change 5,031 $155K
Creekmur Asset Management LLC 0.02% Reduce -5.7% 3,215 $99K
Cwm, LLC 0.00% No change 3,120 $96K
Glen Eagle Advisors, LLC 0.02% No change 3,000 $93K
Noble Wealth Management PBC 0.04% — 1,715 $53K
Geneos Wealth Management Inc. 0.00% New 1,480 $46K
DHJJ Financial Advisors, Ltd. 0.01% No change 1,240 $38K
Capital Analysts, LLC 0.00% No change 1,210 $37K
Principal Securities, Inc. 0.00% No change 900 $28K
Sunbelt Securities, Inc. 0.00% No change 750 $23K
UBS Group AG 0.00% Reduce -81.2% 674 $21K
Concourse Financial Group Securities, Inc. 0.00% No change 170 $5K
SBI Securities Co., Ltd. 0.00% — 4 $124

"% 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.