Main Street Financial Solutions, LLC MARM — FIRST TR EXCHNG TRADED FD VI

Ownership history in Main Street Financial Solutions, LLC  ·  8 quarters on record

AI Ownership Summary

Main Street Financial Solutions, LLC reported FIRST TR EXCHNG TRADED FD VI (MARM) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.12% in 2024 Q2. The latest visible filing shows MARM at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MARM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Main Street Financial Solutions, LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MARM was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MARM stock page Main Street Financial Solutions, LLC fund profile Main Street Financial Solutions, LLC full holdings
How Main Street Financial Solutions, LLC held MARM — position size vs. price
% of Fund (quarterly)    MARM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 36,212 -600 -1.6% 0.09% $1.2M 2026-07-29 $34.24
2025 Q4 UNCHANGED — — — 36,812 — 0% 0.09% $1.2M 2026-02-17 $33.21
2025 Q3 REDUCED — — — 36,812 -340 -0.9% 0.08% $1.2M 2025-11-14 $32.72
2025 Q2 UNCHANGED — — — 37,152 — 0% 0.09% $1.2M 2025-08-14 $32.35
2025 Q1 REDUCED — — — 37,152 -120 -0.3% 0.10% $1.2M 2025-05-08 $31.46
2024 Q4 REDUCED 9.7% +1.6% ❌ 37,272 -4,000 -9.7% 0.11% $1.2M 2025-02-13 $31.32
2024 Q3 UNCHANGED — — — 41,272 — 0% 0.12% $1.3M 2024-11-05 $30.55
2024 Q2 INITIATED — — — 41,272 — — 0.12% $1.2M 2024-08-08 $29.71

🏢 Other funds also holding MARM

As of 2026 Q2 — sorted by position size

Ignite Planners, LLC 3Y 1.28% Madrona Financial Services, LLC 3Y 7Y 0.33% Climber Capital SA 0.29% Global Assets Advisory, LLC 3Y 0.13% Chris Bulman Inc 0.12% MN Wealth Advisors, LLC 0.11% EVOLUTION WEALTH MANAGEMENT INC. 0.11% Triumph Capital Management 3Y 0.1% WORLD EQUITY GROUP, INC. 0.08% Prasad Wealth Partners, LLC 0.07%

FAQ About Main Street Financial Solutions, LLC and MARM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Main Street Financial Solutions, LLC reported owning MARM?

Main Street Financial Solutions, LLC reported MARM across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported MARM position in Main Street Financial Solutions, LLC's portfolio?

The largest reported portfolio weight for MARM was 0.12% in 2024 Q2.

What is the latest reported MARM position on this page?

The most recent filing on this page is 2026 Q2, when Main Street Financial Solutions, LLC reported 36,212 shares, equal to 0.09% of portfolio, with an estimated market value of $1.2M.

What does the chart on this MARM ownership page compare?

The chart compares Main Street Financial Solutions, LLC's quarterly MARM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Main Street Financial Solutions, LLC time their MARM position?

Based on 13F filing dates vs. subsequent MARM price moves, Main Street Financial Solutions, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on MARM relative to SPY over the holding period was -9.6%.

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