Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (MARM)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
42%

Smart Money Signals — MARM

Based on 74 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MARM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 91% of 2.0Y peak

91% of all-time peak
74 funds currently hold this stock — 91% of the 2.0-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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MARM is almost the same as a year ago (-2 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

25 buying35 selling
Last quarter: 35 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 11 → 6 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 22% entered in last year

0% conviction (2yr+) 78% medium 22% new
Only 0 funds (0%) 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.
📊

Peak discovery — momentum slowing

9 → 8 → 11 → 6 → 9 new funds/Q
New funds entering each quarter: 8 → 11 → 6 → 9. MARM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 32% new entrants

0% veterans 68% 1-2yr 32% new
Of 74 current holders: 0 (0%) held 2+ years, 50 held 1–2 years, 24 (32%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
6 of 74 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: MARM
2026 Q1 Stats Unlock in 18 days 74 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 74 71 4.23%
13F Shares 2M 2M -0.54%
Total Value $75M $75M 0.83%
New Positions 9 6 +3
Increased Positions 16 14 +2
Closed Positions 6 12 -6
Reduced Positions 29 30 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MARM

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

74 + investors

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

Top 25 institutional holders of MARM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ignite Planners, LLC 1.41% 272,928 $9.1M
2 Madrona Financial Services, LLC 0.38% 51,822 $1.7M
3 Chris Bulman Inc 0.14% 9,530 $319K
4 EVOLUTION WEALTH MANAGEMENT INC. 0.14% 5,551 $186K
5 Triad Wealth Partners, LLC 0.13% 49,270 $1.6M
6 MN Wealth Advisors, LLC 0.12% 7,650 $256K
7 Prasad Wealth Partners, LLC 0.08% 8,900 $298K
8 DHJJ Financial Advisors, Ltd. 0.08% 7,147 $239K
9 KINGSWOOD WEALTH ADVISORS, LLC 0.07% 44,711 $1.5M
10 LifeWealth Investments, LLC 0.07% 6,534 $219K
11 Sage Capital Advisors,llc 0.05% 6,839 $229K
12 Clear Creek Financial Management, LLC 0.04% 17,331 $580K
13 Brookstone Capital Management 0.04% 113,081 $3.8M
14 Syntegra Private Wealth Group, LLC 0.04% 11,953 $400K
15 SageGuard Financial Group, LLC 0.04% 7,194 $241K
16 Baer Investment Advisory LLC 0.03% 7,770 $260K
17 VICTORY FINANCIAL GROUP, LLC 0.03% 7,770 $260K
18 Noble Wealth Management PBC 0.03% 1,715 $57K
19 Certified Advisory Corp 0.02% 8,168 $273K
20 First Heartland Consultants, Inc. 0.02% 8,097 $271K
21 Koshinski Asset Management, Inc. 0.01% 7,050 $236K
22 Kestra Advisory Services, LLC 0.01% 86,453 $2.9M
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 198,582 $6.6M
24 Apollon Wealth Management, LLC 0.01% 16,111 $539K
25 IFP Advisors, Inc 0.01% 11,215 $375K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MARM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MARM?

More sellers than buyers — 42% buying: Last quarter: 35 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MARM holders?

Smaller funds dominant — 4% AUM from top-100: 6 of 74 holders rank in the top 100 by AUM, but together hold only 4% 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 — 22% entered in last year: Only 0 funds (0%) 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.

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.