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First Trust Merger Arbitrage ETF
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Overview Fund Activity

45 hedge funds and large institutions have $72.1M invested in First Trust Merger Arbitrage ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+21
Holders Change %
+87.5%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
14
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OL
1
Owen LaRue
Kentucky
$4.43M
2
AWM
2
AE Wealth Management
Kansas
$3.11M
3
FWP
3
FAS Wealth Partners
Kansas
$2.67M
4
AW
4
Atlas Wealth
Ohio
$2.24M
5
FTCM
5
First Trust Capital Management
Illinois
$2.01M

Top Sellers

1
BIM
1
Bullseye Investment Management
Ohio
$0
2
BRWA
2
B. Riley Wealth Advisors
Florida
$0
3
ARC
3
Advisor Resource Council
Texas
$0
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$459K
Name Market Value Shares Shares
Change 		Shares
Change %
HFP
26
Holistic Financial Partners
Indiana
$650K 32,211 -252 -0.8%
VCM
27
Virtue Capital Management
Tennessee
$570K 28,267 +1,713 +6%
MML Investors Services
28
MML Investors Services
Massachusetts
$459K 22,755 -15,583 -41%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$315K 15,636 +15,636 New
MSAM
30
Moloney Securities Asset Management
Missouri
$265K 13,155 +905 +7%
SWA
31
Stratos Wealth Advisors
Ohio
$252K 12,511 +12,511 New
T
32
TRUADVICE
Florida
$235K 11,692 – –
BBA
33
Braun-Bostich & Associates
Pennsylvania
$220K 10,928 +10,928 New
MWM
34
Maripau Wealth Management
Indiana
$204K 10,191 +10,191 New
BEI
35
Benjamin Edwards Inc
Missouri
$112K 5,544 +906 +20%
CASC
36
Coppell Advisory Solutions Corp
Texas
$33.9K 1,679 +1,679 New
CAS
37
Coppell Advisory Solutions
Texas
$33.9K 1,679 +1,679 New
Morgan Stanley
38
Morgan Stanley
New York
$33.6K 1,665 +1,665 New
Bank of America
39
Bank of America
North Carolina
$9.18K 455 +455 New
CAL
40
Capital Analysts LLC
Pennsylvania
$8K 421 +421 New
BAM
41
Belpointe Asset Management
Nevada
$5.23K 259 +259 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$3K 139 +139 New
GFPC
43
Global Financial Private Client
Florida
$2.42K 120 +120 New
ASN
44
Advisory Services Network
Georgia
$2.04K 101 +101 New
BIM
45
Bullseye Investment Management
Ohio
– – -345,595 Closed
BRWA
46
B. Riley Wealth Advisors
Florida
– – -62,093 Closed
ARC
47
Advisor Resource Council
Texas
– – -27,268 Closed
Wolverine Trading
48
Wolverine Trading
Illinois
– – -16,995 Closed
WWM
49
Wagner Wealth Management
South Carolina
– – -705 Closed
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$0 6 +6 New
1
2