Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (MARM)

72 + Investors. Track Smart Money conviction in MARM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
28%

Smart Money Signals — MARM

Based on 74 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MARM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 2.2Y peak

91% of all-time peak
74 funds currently hold this stock — 91% of the 2.2-year high of 81 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold MARM compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 28% buying

19 buying48 selling
Last quarter: 48 funds sold vs only 19 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 6 → 11 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 18% entered in last year

■ 5% conviction (2yr+) ■ 77% medium ■ 18% new
Only 4 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~9 new funds/quarter

8 → 12 → 6 → 11 → 9 new funds/Q
New funds entering each quarter: 12 → 6 → 11 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 30% new entrants

■ 0% veterans ■ 70% 1-2yr ■ 30% new
Of 74 current holders: 0 (0%) held 2+ years, 52 held 1–2 years, 22 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
6 of 74 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MARM

In 2026 Q1, 19 hedge funds were net buyers of MARM (9 opened a new position, 10 added to an existing one), while 48 reduced or exited (35 trimmed, 13 sold completely) — a 28% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 74.

Hedge Fund Ownership: MARM

How many hedge funds hold MARM — quarterly history vs. share price
Quarterly hedge fund ownership of MARM vs. share price

Market Analysis: MARM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MARM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy First Tr Exchng Traded Fd VI (MARM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MARM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
MARM
+1.9%
SPY
+14.9%

MARM outperformed SPY by -13.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
MARM
+0.3%
SPY
+1.1%

Since the filing became public, MARM outperformed SPY by -0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: MARM
72 + Investors

Track Smart Money conviction in MARM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 72 78 -7.69%
13F Shares 2M 2M -22.14%
Total Value $58M $77M -24.5%
New Positions 9 11 -2
Increased Positions 10 16 -6
Closed Positions 15 6 +9
Reduced Positions 34 29 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MARM

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Financial Highlights

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Institutional Holders (2026 Q1)

72 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MARM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MARM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ignite Planners, LLC 1.41% 272,928 $9.1M
2 Capasso Planning Partners LLC 0.68% 37,798 $1.3M
3 Madrona Financial Services, LLC 0.38% 51,822 $1.7M
4 Anfield Capital Management, LLC 0.21% 22,988 $770K
5 Integrity Financial Corp /WA 0.15% 8,779 $294K
6 Chris Bulman Inc 0.14% 9,530 $319K
7 Evolution Wealth Management INC. 0.14% 5,551 $186K
8 Legacy Edge Advisors, LLC 0.13% 37,638 $1.3M
9 Triad Wealth Partners, LLC 0.13% 49,270 $1.6M
10 Uptick Partners, LLC 0.13% 18,910 $633K
11 MN Wealth Advisors, LLC 0.12% 7,650 $256K
12 Triumph Capital Management 0.11% 15,783 $528K
13 World Equity Group, INC. 0.09% 10,833 $363K
14 IMG Wealth Management, Inc. 0.09% 4,187 $140K
15 Prasad Wealth Partners, LLC 0.08% 8,900 $298K
16 DHJJ Financial Advisors, Ltd. 0.08% 7,147 $239K
17 TopTier Wealth Management, LLC 0.07% 3,475 $116K
18 Kingswood Wealth Advisors, LLC 0.07% 44,711 $1.5M
19 Foguth Wealth Management, LLC. 0.07% 16,629 $568K
20 LifeWealth Investments, LLC 0.07% 6,534 $219K
21 Sage Capital Advisors,llc 0.05% 6,839 $229K
22 Clear Creek Financial Management, LLC 0.04% 17,331 $580K
23 Brookstone Capital Management 0.04% 113,081 $3.8M
24 Syntegra Private Wealth Group, LLC 0.04% 11,953 $400K
25 SageGuard Financial Group, LLC 0.04% 7,194 $241K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — First Tr Exchng Traded Fd VI (MARM)

What does the Smart Money Trend signal show for MARM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MARM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MARM?

Heavy selling pressure — only 28% buying: Last quarter: 48 funds sold vs only 19 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for MARM holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 74 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MARM?

Mostly new holders — 18% entered in last year: Only 4 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy First Tr Exchng Traded Fd VI (MARM) following the 2026 Q1 hedge fund 13F filings?

As of today, MARM has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), MARM has gained +1.9% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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