FIRST TR EXCH TRADED FD III

MARBETF

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Q3 2026 funds2 buying6 selling

Details

SecurityETF · US

CUSIP33740J203

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MARB institutional ownership changes in Q3 2026: 2 institutions opened or added positions, 6 trimmed or exited. MARB (FIRST TR EXCH TRADED FD III) is held by 9 institutional investors as of Q3 2026. Top institutional shareholders: LPL Financial LLC ($2.3M), AssetMark, Inc. ($224,539), Cetera Investment Advisers ($206,095). Institutions were selling, on balance.

Smart Money Verdict

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Institutional (13F)••

Insider (Form 4)••

Activist (13D/13G)••

Congressional (STOCK Act)••

Holder Quality

••

★★★★★

Elite

••

★★★★

Strong

••

★★★

Solid

••

★★

Below

••

★

Weak

Held by 9 funds

1 elite

Who's Trading

Source dates: Price Nov 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for MARB.

Top Holders

FundsInsidersCongressActivists

Fund ownership

Fund holdings as of Sep 30, 2026

Funds holding9

avg1 elite funds

Value of reported holdings$2.9M

Funds buying / selling

2opened or added

6reduced or exited

25% buying consensus

Holdings (9)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	114,239(-10.3%)	$2.3M	0.0%	—	0
AssetMark, Inc.	Decreased	11,023(-31.8%)	$224,539	0.0%	—	0
Cetera Investment Advisers	Decreased	10,117(-1.7%)	$206,095	0.0%	—	0
Osaic Holdings, Inc.	Increased	7,088(+8.1%)	$144,373	0.0%	—	24
UBS Group AG	Decreased	913(-19.2%)	$18,598	0.0%	—	0
Steward Partners Investment Advisory, LLC	New	558	$11,366	0.0%	—	24
AE Wealth Management LLC	Decreased	88(-99.8%)	$1,793	0.0%	—	0
Farther Finance Advisors, LLC	Unchanged	67	$1,365	0.0%	—	0
JPMorgan Chase & Co.	Unchanged	5	$102	0.0%	—	0
Morgan Stanley	Exited	0(-100.0%)	$1,671	0.0%	—	0

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MARBFIRST TR EXCH TRADED FD III

1M3M6M1Y3Y5Y

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Questions investors ask about MARB

Who owns MARB?

9 institutional investors held MARB on September 30, 2026, led by LPL Financial LLC ($2.3M), AssetMark, Inc. ($224,539) and Cetera Investment Advisers ($206,095).

How many hedge funds hold MARB?

9 institutional investors reported MARB in their 13F filings for the quarter ended September 30, 2026, $2.9M in all. One of them is rated Elite.

Are institutions buying or selling MARB?

Selling, on balance. In Q3 2026, 6 institutions trimmed or exited MARB and 2 institutions opened or added to positions.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer