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First Trust Merger Arbitrage ETF

58 hedge funds and large institutions have $54.1M invested in First Trust Merger Arbitrage ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
19
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VCM
26
Vivaldi Capital Management
Illinois
$649K 32,790 -26,610 -45%
QWM
27
Quaker Wealth Management
New Jersey
$621K 30,811 +666 +2%
BBA
28
Braun-Bostich & Associates
Pennsylvania
$473K 23,482 +23,482 New
HI
29
Harbour Investments
Wisconsin
$455K 22,548 +2,031 +10%
WIP
30
WealthCare Investment Partners
Rhode Island
$440K 21,846 -2,984 -12%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$435K 21,580 -196 -0.9%
AssetMark Inc
32
AssetMark Inc
California
$421K 20,873 +8,445 +68%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$393K 19,494 -1,582 -8%
BEI
34
Benjamin Edwards Inc
Missouri
$391K 19,403 -142 -0.7%
VWA
35
Visionary Wealth Advisors
Illinois
$334K 16,570 -34,376 -67%
MSAM
36
Moloney Securities Asset Management
Missouri
$312K 15,500 +485 +3%
GM
37
GeoWealth Management
Illinois
$265K 13,175 -1,194 -8%
First Trust Advisors
38
First Trust Advisors
Illinois
$247K 12,256 -240 -2%
AAS
39
Avantax Advisory Services
Texas
$247K 12,236 +12,236 New
LPL Financial
40
LPL Financial
California
$227K 11,261 -113 -1%
PAS
41
Park Avenue Securities
New York
$210K 10,415 -3,125 -23%
AA
42
AlphaMark Advisors
Kentucky
$206K 10,225 +6,225 +156%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$202K 10,022 -52,174 -84%
MML Investors Services
44
MML Investors Services
Massachusetts
$201K 9,984 -833 -8%
ASN
45
Advisory Services Network
Georgia
$192K 9,500 +9,500 New
PS
46
Principal Securities
Iowa
$182K 9,022 +9,022 New
RFG
47
REAP Financial Group
Texas
$77K 3,821 +3,821 New
NS
48
NBC Securities
Alabama
$57K 2,858 -1,281 -31%
IA
49
IFP Advisors
Florida
$53.9K 2,676 -512 -16%
UBS Group
50
UBS Group
Switzerland
$28.6K 1,419 +1,419 New