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First Trust Merger Arbitrage ETF

58 hedge funds and large institutions have $41.7M invested in First Trust Merger Arbitrage ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
20
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
26
SMART Wealth
Nebraska
$501K 25,296 -44,901 -64%
HI
27
Harbour Investments
Wisconsin
$458K 23,133 +585 +3%
VCM
28
Vivaldi Capital Management
Illinois
$387K 19,674 -13,116 -40%
BBA
29
Braun-Bostich & Associates
Pennsylvania
$351K 17,718 -5,764 -25%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$348K 17,568 -1,926 -10%
WS
31
Wedbush Securities
California
$323K 16,290 +16,290 New
LPL Financial
32
LPL Financial
California
$321K 16,224 +4,963 +44%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$320K 16,156 -20,893 -56%
GM
34
GeoWealth Management
Illinois
$316K 15,950 +2,775 +21%
MSAM
35
Moloney Securities Asset Management
Missouri
$296K 14,950 -550 -4%
WIP
36
WealthCare Investment Partners
Rhode Island
$294K 14,870 -6,976 -32%
Prudential Financial
37
Prudential Financial
New Jersey
$239K 12,064 +12,064 New
OWM
38
OneAscent Wealth Management
Alabama
$232K 11,716 -27,826 -70%
AAS
39
Avantax Advisory Services
Texas
$218K 10,998 -1,238 -10%
PAS
40
Park Avenue Securities
New York
$215K 10,834 +419 +4%
CWA
41
Clarus Wealth Advisors
Arizona
$215K 10,865 +10,865 New
AWM
42
AE Wealth Management
Kansas
$203K 10,250 -150,212 -94%
PS
43
Principal Securities
Iowa
$174K 8,785 -237 -3%
NS
44
NBC Securities
Alabama
$135K 6,828 +3,970 +139%
AA
45
AlphaMark Advisors
Kentucky
$118K 5,950 -4,275 -42%
BEI
46
Benjamin Edwards Inc
Missouri
$111K 5,625 -13,778 -71%
IA
47
IFP Advisors
Florida
$53.4K 2,696 +20 +0.7%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$31K 1,566 +1,566 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$14.6K 737 +737 New
CA
50
CoreCap Advisors
Michigan
$9.96K 503 +503 New