MARB icon

First Trust Merger Arbitrage ETF

42 hedge funds and large institutions have $21.3M invested in First Trust Merger Arbitrage ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 21 closing their positions.

Holders
42
Holders Change
-16
Holders Change %
-27.59%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
16
Reduced
19
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWA
26
Clarus Wealth Advisors
Arizona
$241K 12,221 +1,356 +12%
WIP
27
WealthCare Investment Partners
Rhode Island
$238K 12,125 -2,745 -18%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$230K 11,736 -5,832 -33%
SW
29
Simplicity Wealth
New Jersey
$223K 11,405 -16,097 -59%
GM
30
GeoWealth Management
Illinois
$147K 7,491 -8,459 -53%
BEI
31
Benjamin Edwards Inc
Missouri
$118K 6,026 +401 +7%
IA
32
IFP Advisors
Florida
$53K 2,704 +8 +0.3%
AA
33
AlphaMark Advisors
Kentucky
$21K 1,050 -4,900 -82%
CA
34
CoreCap Advisors
Michigan
$10.8K 553 +50 +10%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$6K 309 +307 +15,350%
CAS
36
Coppell Advisory Solutions
Texas
$4.08K 208 +208 New
MSWM
37
Mowery & Schoenfeld Wealth Management
Illinois
$2.95K 151 +151 New
TAM
38
Tucker Asset Management
Colorado
$2.23K 114 +4 +4%
SIS
39
Sound Income Strategies
Florida
$862 44
Wells Fargo
40
Wells Fargo
California
$666 34 +34 New
PS
41
Principal Securities
Iowa
$118 6 -8,779 -100%
Morgan Stanley
42
Morgan Stanley
New York
$27 1 -19 -95%
PAG
43
Private Advisor Group
New Jersey
-225,248 Closed
CCMG
44
Clark Capital Management Group
Pennsylvania
-185,121 Closed
TC
45
TownSquare Capital
Utah
-119,592 Closed
AWA
46
Authentikos Wealth Advisory
California
-72,479 Closed
AI
47
Atria Investments
North Carolina
-59,249 Closed
OFS
48
OneAscent Financial Services
Alabama
-45,287 Closed
CW
49
CreativeOne Wealth
Kansas
-29,327 Closed
BBA
50
Braun-Bostich & Associates
Pennsylvania
-17,718 Closed