GeoWealth Management’s First Trust Merger Arbitrage ETF MARB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$230K Sell
2025
Q1
$226K Buy
2024
Q4
$153K Sell
2024
Q3
$152K Buy
2024
Q2
$147K Sell
2024
Q1
$316K Buy
2023
Q4
$265K Sell
2023
Q3
$290K Buy
2023
Q2
$274K Buy