Ftvestus Max Buff ETF MarchMARMETF

13F holders, Q1 2025 (March 31)
79holders −1
7new positions
7sold out
1famous investor
$31.38avg. 13F price*

At the end of Q1 2025, 79 institutions reported holding Ftvestus Max Buff ETF March (MARM) in their 13F filings, down 1 from Q4 2024. 7 opened new positions and 7 sold out. The largest holders were Ignite Planners, LLC ($8.8M), Commonwealth Equity Services, LLC ($7.0M) and Cetera Investment Advisers ($4.7M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$4.0M
Exits7$5.1M

All 13F filers, Q4 2024 → Q1 2025: 277,428 shares bought and 636,677 shares sold, net −359,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Ignite Planners, LLC 1.71% Add +7.6% 278,108 $8.8M
Commonwealth Equity Services, LLC 0.01% Reduce -43.4% 223,373 $7.0M
Cetera Investment Advisers 0.01% Add +50.2% 150,803 $4.7M
Coppell Advisory Solutions LLC 0.40% Reduce -9.3% 91,172 $2.9M
Kestra Advisory Services, LLC 0.01% Reduce -14.0% 89,569 $2.8M
Brookstone Capital Management 0.03% Add +7.7% 70,534 $2.2M
Precedent Wealth Partners, LLC 0.57% New 65,940 $2.1M
Captrust Financial Advisors 0.01% Reduce -5.0% 64,877 $2.0M
Kingswood Wealth Advisors, LLC 0.15% Reduce -10.0% 50,824 $1.6M
Cresset Asset Management, LLC 0.01% Add +11.4% 48,945 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -21.7% 48,721 $1.5M
IFP Advisors, Inc 0.04% Reduce -15.5% 41,819 $1.3M
Mutual Advisors, LLC 0.04% Add +64.8% 40,337 $1.3M
NewEdge Advisors, LLC 0.01% Add +14.8% 38,278 $1.2M
Madrona Financial Services, LLC 0.33% Add +9.3% 37,982 $1.2M
Main Street Financial Solutions, LLC 0.10% Reduce -0.3% 37,152 $1.2M
Uptick Partners, LLC 0.36% Reduce -5.1% 34,290 $1.1M
Goldman Sachs Group Inc. 0.00% New 34,282 $1.1M
Anfield Capital Management, LLC 0.35% No change 30,134 $945K
Harbour Investments, Inc. 0.03% Add +2.8% 29,329 $920K
Legacy Edge Advisors, LLC 0.13% Reduce -33.4% 27,139 $851K
Truist Financial Corp. 0.00% Add +1.2% 26,571 $833K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -15.6% 26,048 $817K
Foguth Wealth Management, LLC. 0.19% Reduce -34.0% 24,407 $765K
Signal Advisors Wealth, LLC 0.07% Reduce -41.7% 24,407 $765K
Bullseye Investment Management, LLC 0.49% Add +4.6% 24,311 $762K
Gallagher Fiduciary Advisors, LLC 0.03% Add +4.3% 24,257 $761K
LPL Financial LLC 0.00% Add +105.6% 23,442 $735K
Susquehanna International Group, LLP 0.00% Reduce -58.4% 21,239 $666K
Apollon Wealth Management, LLC 0.01% Reduce -64.4% 21,200 $665K
Mariner, LLC 0.00% No change 20,648 $648K
BlueChip Wealth Advisors LLC 0.30% No change 19,676 $617K
Clear Creek Financial Management, LLC 0.06% Reduce -42.2% 18,666 $585K
Triumph Capital Management 0.19% Add +4.2% 18,650 $585K
Ameritas Advisory Services, LLC 0.02% Add +52.0% 16,311 $512K
Osaic Holdings, Inc. 0.00% Add +218.5% 16,022 $502K
Jaffetilchin Investment Partners, LLC 0.03% No change 15,215 $477K
Syntegra Private Wealth Group, LLC 0.05% No change 14,921 $468K
Gerber Kawasaki Wealth & Investment Management 0.02% No change 14,617 $458K
World Equity Group, Inc. 0.13% Reduce -15.1% 14,444 $453K
Prostatis Group LLC 0.14% Reduce -70.7% 14,353 $450K
GPS Wealth Strategies Group, LLC 0.06% Reduce -55.0% 13,516 $424K
Chris Bulman Inc 0.27% Reduce -2.0% 13,388 $420K
Cooper Financial Group 0.05% Reduce -32.8% 12,754 $400K
First Heartland Consultants, Inc. 0.04% No change 11,305 $355K
Citadel Advisors 0.00% Add +30.5% 11,186 $351K
StoneX Group Inc. 0.02% Reduce -33.4% 10,274 $322K
Sage Capital Advisors,llc 0.08% Reduce -58.4% 9,413 $295K
IMG Wealth Management, Inc. 0.25% Reduce -6.1% 8,872 $278K
Arkadios Wealth Advisors 0.01% New 8,850 $278K
Independent Financial Group, LLC 0.01% Reduce -0.2% 8,750 $274K
Koshinski Asset Management, Inc. 0.02% No change 8,570 $269K
MML Investors Services, LLC 0.00% Add +20.9% 8,281 $260K
Certified Advisory Corp 0.03% No change 8,168 $256K
Smith, Moore & Co. 0.02% Reduce -1.3% 7,906 $248K
MN Wealth Advisors, LLC 0.14% Add +14.2% 7,650 $240K
Bison Wealth, LLC 0.02% No change 7,527 $236K
DHJJ Financial Advisors, Ltd. 0.09% Add +501.9% 7,464 $234K
SageView Advisory Group, LLC 0.01% No change 7,270 $228K
Steward Partners Investment Advisory, LLC 0.00% No change 7,030 $220K
Great Valley Advisor Group, Inc. 0.00% No change 6,935 $217K
Townsquare Capital LLC 0.00% New 6,825 $214K
Obsidian Personal Planning Solutions LLC 0.09% New 6,741 $212K
EPG Wealth Management LLC 0.05% Reduce -24.5% 6,150 $193K
AE Wealth Management LLC 0.00% Reduce -17.1% 5,759 $181K
Creekmur Asset Management LLC 0.03% Add +48.6% 4,777 $150K
Barclays PLC 0.00% Reduce -28.2% 4,712 $148K
Arax Advisory Partners 0.01% New 4,169 $131K
Cwm, LLC 0.00% No change 3,120 $98K
Glen Eagle Advisors, LLC 0.02% No change 3,000 $94K
Capital Analysts, LLC 0.00% Add +42.9% 1,729 $54K
Noble Wealth Management PBC 0.04% No change 1,715 $54K
Geneos Wealth Management Inc. 0.00% No change 1,480 $46K
Creative Financial Designs Inc. 0.00% Reduce -96.1% 1,247 $39K
Principal Securities, Inc. 0.00% No change 900 $28K
UBS Group AG 0.00% Add +16.5% 785 $25K
Sunbelt Securities, Inc. 0.00% No change 750 $24K
Morgan Stanley 0.00% New 525 $16K
SBI Securities Co., Ltd. 0.00% Add +25.0% 5 $157

"% 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.