Ftvestus Max Buff ETF MarchMARMETF

13F holders, Q3 2025 (September 30)
79holders −3
6new positions
9sold out
$32.59avg. 13F price*

At the end of Q3 2025, 79 institutions reported holding Ftvestus Max Buff ETF March (MARM) in their 13F filings, down 3 from Q2 2025. 6 opened new positions and 9 sold out. The largest holders were Ignite Planners, LLC ($9.0M), Commonwealth Equity Services, LLC ($6.8M) and First Trust Advisors LP ($5.7M).

Company
Ftvestus Max Buff ETF March
Filed as
FIRST TR EXCHNG TRADED FD VI (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions6$2.1M
Exits9$2.5M

All 13F filers, Q2 2025 → Q3 2025: 203,585 shares bought and 273,639 shares sold, net −70,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Ignite Planners, LLC 1.47% Reduce -1.2% 274,677 $9.0M
Commonwealth Equity Services, LLC 0.01% Reduce -7.1% 207,088 $6.8M
First Trust Advisors LP 0.00% Add +5.3% 176,346 $5.7M
Brookstone Capital Management 0.04% Add +4.2% 114,970 $3.7M
Precedent Wealth Partners, LLC 0.72% No change 100,722 $3.3M
Cetera Investment Advisers 0.00% Reduce -46.2% 93,609 $3.1M
Coppell Advisory Solutions LLC 0.31% Add +0.5% 90,918 $3.0M
Kestra Advisory Services, LLC 0.01% Reduce -26.0% 69,379 $2.3M
Captrust Financial Advisors 0.00% Add +0.2% 65,017 $2.1M
Capasso Planning Partners LLC 1.25% No change 61,676 $2.0M
NewEdge Advisors, LLC 0.01% Reduce -2.4% 59,513 $1.9M
Triad Wealth Partners, LLC 0.21% Reduce -15.6% 49,699 $1.6M
Kingswood Wealth Advisors, LLC 0.10% Reduce -2.0% 49,151 $1.6M
Park Avenue Securities LLC 0.01% Add +277.8% 48,621 $1.6M
LPL Financial LLC 0.00% Add +69.7% 43,017 $1.4M
Madrona Financial Services, LLC 0.30% No change 41,182 $1.3M
Cresset Asset Management, LLC 0.01% No change 40,805 $1.3M
Truist Financial Corp. 0.00% Add +49.2% 39,405 $1.3M
Legacy Edge Advisors, LLC 0.15% Add +29.3% 38,183 $1.2M
Osaic Holdings, Inc. 0.00% Add +54.1% 37,605 $1.2M
Atria Investments, Inc 0.01% Add +39.5% 36,916 $1.2M
Main Street Financial Solutions, LLC 0.08% Reduce -0.9% 36,812 $1.2M
Defined Financial Planning LLC 0.95% Add +36.5% 35,053 $1.1M
Mutual Advisors, LLC 0.02% Reduce -21.8% 32,787 $1.1M
Harbour Investments, Inc. 0.02% No change 32,820 $1.1M
Anfield Capital Management, LLC 0.29% No change 30,134 $982K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.6% 25,579 $834K
Bullseye Investment Management, LLC 0.49% No change 24,311 $762K
Clear Creek Financial Management, LLC 0.06% Add +20.8% 22,726 $741K
Goldman Sachs Group Inc. 0.00% Add +21.5% 22,622 $737K
Global Assets Advisory, LLC 0.20% New 20,212 $659K
Triumph Capital Management 0.16% Reduce -0.3% 18,595 $606K
Apollon Wealth Management, LLC 0.01% Reduce -8.4% 18,525 $604K
Uptick Partners, LLC 0.16% Reduce -9.9% 18,460 $602K
Mariner, LLC 0.00% Reduce -16.7% 17,187 $560K
JPMorgan Chase & Co. 0.00% New 16,441 $536K
Syntegra Private Wealth Group, LLC 0.05% No change 14,921 $486K
Gerber Kawasaki Wealth & Investment Management 0.02% No change 14,617 $477K
World Equity Group, Inc. 0.10% Reduce -1.2% 12,914 $421K
GPS Wealth Strategies Group, LLC 0.04% Reduce -5.0% 12,551 $409K
Jaffetilchin Investment Partners, LLC 0.02% No change 11,994 $391K
AE Wealth Management LLC 0.00% Reduce -8.1% 11,544 $376K
Chris Bulman Inc 0.17% Reduce -19.6% 10,666 $348K
Susquehanna International Group, LLP 0.00% New 10,651 $347K
Old Mission Capital LLC 0.01% New 9,688 $316K
Sage Capital Advisors,llc 0.07% No change 9,413 $307K
Integrity Financial Corp 0.14% Add +827.2% 9,244 $301K
Gallagher Fiduciary Advisors, LLC 0.01% No change 9,133 $298K
Independent Financial Group, LLC 0.01% No change 8,750 $285K
IMG Wealth Management, Inc. 0.19% Reduce -2.4% 8,661 $282K
First Heartland Consultants, Inc. 0.02% Reduce -17.2% 8,534 $278K
Buck Wealth Strategies, LLC 0.04% No change 8,400 $274K
Koshinski Asset Management, Inc. 0.02% No change 8,400 $274K
IFP Advisors, Inc 0.01% Reduce -77.5% 8,365 $273K
Certified Advisory Corp 0.03% No change 8,168 $266K
Envestnet Asset Management Inc. 0.00% Reduce -1.4% 8,134 $265K
Arkadios Wealth Advisors 0.01% No change 7,850 $256K
MN Wealth Advisors, LLC 0.13% No change 7,650 $249K
Creekmur Asset Management LLC 0.04% Add +0.2% 7,369 $240K
SageView Advisory Group, LLC 0.01% No change 7,270 $237K
LifeWealth Investments, LLC 0.08% No change 7,188 $234K
DHJJ Financial Advisors, Ltd. 0.08% Reduce -4.3% 7,147 $233K
Great Valley Advisor Group, Inc. 0.00% Reduce -0.1% 7,068 $230K
Obsidian Personal Planning Solutions LLC 0.08% No change 6,741 $221K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.9% 6,688 $218K
Barclays PLC 0.00% Add +6.2% 5,802 $189K
Advisory Services Network, LLC 0.00% New 3,507 $114K
Global Retirement Partners, LLC 0.00% New 3,431 $112K
Glen Eagle Advisors, LLC 0.01% No change 3,000 $98K
Cwm, LLC 0.00% Reduce -5.1% 2,960 $96K
Geneos Wealth Management Inc. 0.00% No change 2,830 $92K
UBS Group AG 0.00% Add +110.8% 1,807 $59K
Noble Wealth Management PBC 0.03% — 1,715 $56K
Capital Analysts, LLC 0.00% Reduce -30.0% 1,210 $39K
Creative Financial Designs Inc. 0.00% Reduce -5.6% 1,177 $38K
Principal Securities, Inc. 0.00% No change 1,000 $33K
Farther Finance Advisors, LLC 0.00% Reduce -61.4% 806 $26K
Morgan Stanley 0.00% No change 350 $11K
SBI Securities Co., Ltd. 0.00% No change 4 $130

"% 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.