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First Trust Merger Arbitrage ETF
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Overview Fund Activity

39 hedge funds and large institutions have $21M invested in First Trust Merger Arbitrage ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.56%
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
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Authentikos Wealth Advisory
California
$615K
2
CW
2
CreativeOne Wealth
Kansas
$594K
3
Jane Street
3
Jane Street
New York
$833K
4
AssetMark Inc
4
AssetMark Inc
California
$765K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$304K

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$344K
5
WIC
5
Woodmont Investment Counsel
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
26
Clarus Wealth Advisors
Arizona
$239K 12,019 -202 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$235K 11,898 +162 +1%
SW
28
Simplicity Wealth
New Jersey
$219K 11,079 -326 -3%
AAS
29
Avantax Advisory Services
Texas
$210K 10,613 +10,613 New
GM
30
GeoWealth Management
Illinois
$152K 7,679 +188 +3%
IA
31
IFP Advisors
Florida
$54K 2,727 +23 +0.9%
CAS
32
Coppell Advisory Solutions
Texas
$31.4K 1,583 +1,375 +661%
AA
33
AlphaMark Advisors
Kentucky
$21K 1,050 – –
CA
34
CoreCap Advisors
Michigan
$10.9K 553 – –
Morgan Stanley
35
Morgan Stanley
New York
$3.36K 169 +168 +16,800%
FFA
36
Farther Finance Advisors
California
$3.13K 158 +158 New
TAM
37
Tucker Asset Management
Colorado
$970 49 -65 -57%
SIS
38
Sound Income Strategies
Florida
$871 44 – –
Wells Fargo
39
Wells Fargo
California
$673 34 – –
VCM
40
Virtue Capital Management
Tennessee
– – -44,091 Closed
OMC
41
Old Mission Capital
Illinois
– – -28,589 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– – -26,992 Closed
WIC
43
Woodmont Investment Counsel
Tennessee
– – -14,903 Closed
WIP
44
WealthCare Investment Partners
Rhode Island
– – -12,125 Closed
BEI
45
Benjamin Edwards Inc
Missouri
– – -6,026 Closed
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
– – -309 Closed
MSWM
47
Mowery & Schoenfeld Wealth Management
Illinois
– – -151 Closed
PS
48
Principal Securities
Iowa
– – -6 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
2