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First Trust Merger Arbitrage ETF
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Overview Fund Activity

30 hedge funds and large institutions have $27.2M invested in First Trust Merger Arbitrage ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
14
Reduced
7
Closed
7
Calls
–
Puts
$14K
Net Calls
-$14K
Net Calls Change
-$14K

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.03M
2
CAS
Coppell Advisory Solutions
Texas
+$1.49M
3
FFC
Frederick Financial Consultants
Maryland
+$1.43M
4
First Trust Advisors
First Trust Advisors
Illinois
+$907K
5
VCM
Virtue Capital Management
Tennessee
+$900K

Top Sellers

1
MFG
Midwest Financial Group
Kansas
-$1.32M
2
AWA
Authentikos Wealth Advisory
California
-$590K
3
AWM
AE Wealth Management
Kansas
-$314K
4
CWA
Clarus Wealth Advisors
Arizona
-$233K
5
HFP
Holistic Financial Partners
Indiana
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$63.8K -$129K -6,436 -67%
CA
27
CoreCap Advisors
Michigan
$22.4K +$11.3K +568 +103%
LRWM
28
Lord & Richards Wealth Management
Colorado
$8.89K +$8.89K +445 New
FFA
29
Farther Finance Advisors
California
$1.34K +$1.34K +67 New
SIS
30
Sound Income Strategies
Florida
$879 – – –
MFG
31
Midwest Financial Group
Kansas
– -$1.32M -66,606 Closed
AWA
32
Authentikos Wealth Advisory
California
– -$590K -29,681 Closed
AWM
33
AE Wealth Management
Kansas
– -$314K -15,787 Closed
CWA
34
Clarus Wealth Advisors
Arizona
– -$233K -11,703 Closed
UBS Group
35
UBS Group
Switzerland
– -$93.4K -4,698 Closed
IA
36
IFP Advisors
Florida
– -$54.2K -2,727 Closed
Morgan Stanley
37
Morgan Stanley
New York
– -$59 -2 Closed
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