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First Trust Merger Arbitrage ETF

32 hedge funds and large institutions have $26.3M invested in First Trust Merger Arbitrage ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
9
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OL
1
Owen LaRue
Kentucky
$4.75M 232,426 -6,498 -3%
LPL Financial
2
LPL Financial
California
$4.55M 222,613 -1,746 -0.8%
CAS
3
Coppell Advisory Solutions
Texas
$2.25M 110,466 +29,464 +36%
AssetMark Inc
4
AssetMark Inc
California
$1.9M 93,082 +12,741 +16%
First Trust Advisors
5
First Trust Advisors
Illinois
$1.52M 74,193 -5,885 -7%
FFC
6
Frederick Financial Consultants
Maryland
$1.39M 68,197 -3,278 -5%
BWM
7
BCGM Wealth Management
Indiana
$1.29M 63,151 +1,190 +2%
SWA
8
Stratos Wealth Advisors
Ohio
$1.01M 49,617 -831 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$961K 46,995 -5,100 -10%
FWP
10
FAS Wealth Partners
Kansas
$955K 46,724 +300 +0.6%
SW
11
Simplicity Wealth
New Jersey
$939K 45,920 +24,026 +110%
CHAM
12
Clear Harbor Asset Management
Connecticut
$875K 42,804 +80 +0.2%
CW
13
CreativeOne Wealth
Kansas
$634K 30,988 -14,387 -32%
Osaic Holdings
14
Osaic Holdings
Arizona
$452K 22,703 +7,442 +49%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$389K 19,028 -66 -0.3%
WS
16
Wedbush Securities
California
$353K 17,265
VCM
17
Vivaldi Capital Management
Illinois
$348K 17,036 -1,240 -7%
RA
18
RFG Advisory
Alabama
$327K 16,014 +16,014 New
HFP
19
Holistic Financial Partners
Indiana
$301K 14,713 -22,157 -60%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$267K 13,073 -641 -5%
GM
21
GeoWealth Management
Illinois
$230K 11,236 -59 -0.5%
TA
22
TFB Advisors
Kansas
$207K 10,114 +10,114 New
AAS
23
Avantax Advisory Services
Texas
$204K 9,966 +9,966 New
HI
24
Harbour Investments
Wisconsin
$68.2K 3,337 +141 +4%
CA
25
CoreCap Advisors
Michigan
$29.7K 1,452 +331 +30%