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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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VARBX

VARBX — 13F Filings Explorer

First Trust Merger Arbit-i

-$200.0K

Net Activity

Data as of: 2023-09-30

Institutions Holding

2

Popularity Rank

#18064

Avg Weight

0.02%

Total Value

$133.1K

Ownership Trend

2 institutions currently hold VARBX, with 1 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q3 2023)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

0

Net Buying Institutions

1

Key Holders

Key Holders

Top 5 by Value

AW
Atlas Wealth LLC
$133.1K
SI
Strategic Investment Solutions, Inc. /IL
$0.0

Top 5 by Conviction

AW
Atlas Wealth LLC
0.02%
SI
Strategic Investment Solutions, Inc. /IL
0.00%
View all 2 holding institutions

Quarterly Activity

Recent Activity

+$67.8K

Total Buy Value

$0.0

Total Sell Value

New buy1
Trim0
Add0
Sold out0

1

Net Buyers

0

Net Sellers

Smart Money Convergence

VARBX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2023-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/VARBX

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

46141T869

FAQ

Who are the top institutional investors holding FIRST TRUST MERGER ARBIT-I (VARBX)?
Major stakeholders currently include Atlas Wealth LLC ($133.1K), Strategic Investment Solutions, Inc. /IL ($0.0). Based on the latest 13F filings, there are a total of 2 tracked investment funds and institutions maintaining positions in VARBX.
What is the overall institutional sentiment toward VARBX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $200.0K, driven by 1 managers accumulating shares while 0 reduced their exposure.
Which institutions have been selling or reducing their VARBX positions?
In the latest period, no tracked funds trimmed or exited their positions in VARBX.
Are there any notable investors adding VARBX to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $67.8K.

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Developer Access

Access VARBX's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/VARBX

CLI

npx alphasmo stocks get VARBX
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