Ftvestus Max Buff ETF MarchMARMETF

13F holders, Q2 2025 (June 30)
82holders +3
13new positions
9sold out
$32.12avg. 13F price*

At the end of Q2 2025, 82 institutions reported holding Ftvestus Max Buff ETF March (MARM) in their 13F filings, up 3 from Q1 2025. 13 opened new positions and 9 sold out. The largest holders were Ignite Planners, LLC ($8.9M), Commonwealth Equity Services, LLC ($7.2M) and Cetera Investment Advisers ($5.6M).

Company
Ftvestus Max Buff ETF March
Filed as
FIRST TR EXCHNG TRADED FD VI (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$12.5M
Exits9$4.2M

All 13F filers, Q1 2025 → Q2 2025: 550,012 shares bought and 222,792 shares sold, net +327,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 82 holders

Ignite Planners, LLC 1.56% No change 278,108 $8.9M
Commonwealth Equity Services, LLC 0.01% Reduce -0.3% 222,820 $7.2M
Cetera Investment Advisers 0.01% Add +15.4% 173,960 $5.6M
First Trust Advisors LP 0.00% New 167,444 $5.4M
Brookstone Capital Management 0.05% Add +56.5% 110,385 $3.5M
Precedent Wealth Partners, LLC 0.79% Add +52.8% 100,722 $3.2M
Kestra Advisory Services, LLC 0.01% Add +4.7% 93,795 $3.0M
Coppell Advisory Solutions LLC 0.34% Reduce -0.8% 90,457 $2.9M
Captrust Financial Advisors 0.00% No change 64,877 $2.1M
Capasso Planning Partners LLC 1.12% New 61,676 $2.0M
NewEdge Advisors, LLC 0.01% Add +59.3% 60,968 $2.0M
Triad Wealth Partners, LLC 0.38% New 58,893 $1.9M
Kingswood Wealth Advisors, LLC 0.13% Reduce -1.3% 50,161 $1.6M
Mutual Advisors, LLC 0.03% Add +4.0% 41,937 $1.4M
Madrona Financial Services, LLC 0.32% Add +8.4% 41,182 $1.3M
Cresset Asset Management, LLC 0.01% Reduce -16.6% 40,805 $1.3M
Main Street Financial Solutions, LLC 0.09% No change 37,152 $1.2M
IFP Advisors, Inc 0.03% Reduce -11.3% 37,101 $1.2M
Harbour Investments, Inc. 0.03% Add +11.9% 32,820 $1.1M
Anfield Capital Management, LLC 0.32% No change 30,134 $968K
Cambridge Investment Research Advisors, Inc. 0.00% Add +13.7% 29,604 $951K
Legacy Edge Advisors, LLC 0.13% Add +8.8% 29,523 $948K
Atria Investments, Inc 0.01% New 26,469 $850K
Truist Financial Corp. 0.00% Reduce -0.6% 26,405 $848K
Defined Financial Planning LLC 0.73% New 25,690 $826K
LPL Financial LLC 0.00% Add +8.1% 25,343 $814K
Osaic Holdings, Inc. 0.00% Add +52.3% 24,406 $784K
Bullseye Investment Management, LLC 0.49% No change 24,311 $762K
Mariner, LLC 0.00% Reduce -0.0% 20,639 $663K
Uptick Partners, LLC 0.19% Reduce -40.2% 20,490 $658K
Apollon Wealth Management, LLC 0.01% Reduce -4.7% 20,215 $649K
BlueChip Wealth Advisors LLC 0.26% No change 19,676 $632K
Foguth Wealth Management, LLC. 0.13% Reduce -19.7% 19,596 $629K
Signal Advisors Wealth, LLC 0.05% Reduce -19.7% 19,596 $629K
Clear Creek Financial Management, LLC 0.06% Add +0.8% 18,806 $604K
Triumph Capital Management 0.18% No change 18,650 $599K
Goldman Sachs Group Inc. 0.00% Reduce -45.7% 18,622 $598K
Syntegra Private Wealth Group, LLC 0.05% No change 14,921 $479K
Gerber Kawasaki Wealth & Investment Management 0.02% No change 14,617 $470K
Chris Bulman Inc 0.24% Reduce -0.9% 13,262 $426K
GPS Wealth Strategies Group, LLC 0.05% Reduce -2.2% 13,216 $425K
World Equity Group, Inc. 0.11% Reduce -9.5% 13,070 $420K
Ameritas Advisory Services, LLC 0.02% Reduce -20.9% 12,900 $414K
Park Avenue Securities LLC 0.00% New 12,870 $413K
AE Wealth Management LLC 0.00% Add +118.2% 12,563 $404K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -21.2% 11,994 $385K
First Heartland Consultants, Inc. 0.03% Reduce -8.8% 10,305 $331K
Cooper Financial Group 0.04% Reduce -21.6% 9,999 $321K
Sage Capital Advisors,llc 0.07% No change 9,413 $302K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -62.4% 9,133 $293K
IMG Wealth Management, Inc. 0.22% No change 8,872 $285K
Independent Financial Group, LLC 0.01% No change 8,750 $281K
Buck Wealth Strategies, LLC 0.04% New 8,400 $270K
Koshinski Asset Management, Inc. 0.02% Reduce -2.0% 8,400 $270K
Envestnet Asset Management Inc. 0.00% New 8,252 $265K
Certified Advisory Corp 0.03% No change 8,168 $262K
Arkadios Wealth Advisors 0.01% Reduce -11.3% 7,850 $252K
MN Wealth Advisors, LLC 0.14% No change 7,650 $246K
DHJJ Financial Advisors, Ltd. 0.09% No change 7,464 $240K
Creekmur Asset Management LLC 0.04% Add +54.0% 7,354 $236K
SageView Advisory Group, LLC 0.01% No change 7,270 $234K
LifeWealth Investments, LLC 0.08% New 7,188 $231K
Great Valley Advisor Group, Inc. 0.01% Add +2.0% 7,076 $227K
Steward Partners Investment Advisory, LLC 0.00% No change 7,030 $226K
Smith, Moore & Co. 0.02% Reduce -14.0% 6,801 $218K
Obsidian Personal Planning Solutions LLC 0.09% No change 6,741 $217K
Harvest Investment Services, LLC 0.05% New 6,677 $214K
Barclays PLC 0.00% Add +15.9% 5,461 $175K
Cwm, LLC 0.00% No change 3,120 $100K
Glen Eagle Advisors, LLC 0.01% No change 3,000 $96K
Geneos Wealth Management Inc. 0.00% Add +91.2% 2,830 $91K
Raymond James Financial Inc. 0.00% New 2,213 $71K
Farther Finance Advisors, LLC 0.00% New 2,088 $67K
Capital Analysts, LLC 0.00% No change 1,729 $56K
Creative Financial Designs Inc. 0.00% No change 1,247 $40K
Principal Securities, Inc. 0.00% Add +11.1% 1,000 $32K
Integrity Financial Corp 0.02% New 997 $32K
UBS Group AG 0.00% Add +9.2% 857 $28K
Arax Advisory Partners 0.00% Reduce -82.6% 726 $23K
Sunbelt Securities, Inc. 0.00% No change 750 $23K
Morgan Stanley 0.00% Reduce -33.3% 350 $11K
SBI Securities Co., Ltd. 0.00% Reduce -20.0% 4 $128

"% 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.