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First Trust Merger Arbitrage ETF

54 hedge funds and large institutions have $59.5M invested in First Trust Merger Arbitrage ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
25
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWP
26
FAS Wealth Partners
Kansas
$797K 39,842 -141,197 -78%
VCM
27
Virtue Capital Management
Tennessee
$741K 37,149 +1,108 +3%
WIP
28
WealthCare Investment Partners
Rhode Island
$671K 33,638 -9,841 -23%
BBA
29
Braun-Bostich & Associates
Pennsylvania
$640K 31,991 +1,007 +3%
CHAM
30
Clear Harbor Asset Management
Connecticut
$620K 30,991 +7,826 +34%
QWM
31
Quaker Wealth Management
New Jersey
$578K 28,921 -457 -2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$560K 27,989 +7,635 +38%
MML Investors Services
33
MML Investors Services
Massachusetts
$474K 23,709 +4,526 +24%
CFGS
34
Concourse Financial Group Securities
Alabama
$409K 20,444 -26,741 -57%
BEI
35
Benjamin Edwards Inc
Missouri
$383K 19,147 +5,003 +35%
Lido Advisors
36
Lido Advisors
California
$383K 19,134 +19,134 New
Citadel Advisors
37
Citadel Advisors
Florida
$359K 17,947 +17,947 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$355K 17,772 +2,148 +14%
CW
39
CreativeOne Wealth
Kansas
$336K 16,785 -26,382 -61%
KAS
40
Kestra Advisory Services
Texas
$308K 15,402 -39,162 -72%
MSAM
41
Moloney Securities Asset Management
Missouri
$280K 13,995 +790 +6%
GM
42
GeoWealth Management
Illinois
$274K 13,667 +13,667 New
SWA
43
Stratos Wealth Advisors
Ohio
$255K 12,741 -10,672 -46%
IA
44
IFP Advisors
Florida
$242K 12,118 -7,303 -38%
LPL Financial
45
LPL Financial
California
$225K 11,261 +11,261 New
MWM
46
Maripau Wealth Management
Indiana
$201K 10,065 -20 -0.2%
AssetMark Inc
47
AssetMark Inc
California
$68.3K 3,417 +3,409 +42,613%
CAS
48
Coppell Advisory Solutions
Texas
$16.3K 819 +819 New
CAL
49
Capital Analysts LLC
Pennsylvania
$8K 421
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$7K 336 -1,537 -82%