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First Trust Merger Arbitrage ETF
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Overview Fund Activity

24 hedge funds and large institutions have $52.4M invested in First Trust Merger Arbitrage ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
24
Holders Change
+14
Holders Change %
+140%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
8
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
Bullseye Investment Management
Ohio
$6.94M
2
MCM
2
Mainstay Capital Management
Michigan
$12.8M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$6.49M
4
VCM
4
Vivaldi Capital Management
Illinois
$6.41M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$3.45M

Top Sellers

1
HFP
1
Holistic Financial Partners
Indiana
$652K
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
1
Mainstay Capital Management
Michigan
$12.8M 636,735 +338,155 +113%
BIM
2
Bullseye Investment Management
Ohio
$6.94M 345,595 +345,595 New
HighTower Advisors
3
HighTower Advisors
Illinois
$6.49M 322,193 +322,193 New
VCM
4
Vivaldi Capital Management
Illinois
$6.41M 319,393 +220,218 +222%
CCMG
5
Clark Capital Management Group
Pennsylvania
$3.45M 171,600 +171,600 New
Osaic Holdings
6
Osaic Holdings
Arizona
$2.98M 148,121 +135,860 +1,108%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.79M 138,895 +101,782 +274%
HI
8
Harbour Investments
Wisconsin
$1.62M 81,623 – –
BRWA
9
B. Riley Wealth Advisors
Florida
$1.25M 62,093 +62,093 New
IA
10
IFP Advisors
Florida
$1.19M 58,510 +25,180 +76%
CFGS
11
Concourse Financial Group Securities
Alabama
$1.09M 54,298 +8,343 +18%
MML Investors Services
12
MML Investors Services
Massachusetts
$770K 38,338 +38,338 New
KAS
13
Kestra Advisory Services
Texas
$705K 35,091 +16,270 +86%
HFP
14
Holistic Financial Partners
Indiana
$652K 32,463 -645 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$568K 28,265 +28,265 New
ARC
16
Advisor Resource Council
Texas
$548K 27,268 +27,268 New
VCM
17
Virtue Capital Management
Tennessee
$533K 26,554 +916 +4%
Wolverine Trading
18
Wolverine Trading
Illinois
$343K 16,995 +16,995 New
AWM
19
AE Wealth Management
Kansas
$340K 16,910 +16,910 New
WIP
20
WealthCare Investment Partners
Rhode Island
$324K 16,141 +16,141 New
MSAM
21
Moloney Securities Asset Management
Missouri
$246K 12,250 +12,250 New
T
22
TRUADVICE
Florida
$239K 11,692 +11,692 New
BEI
23
Benjamin Edwards Inc
Missouri
$93K 4,638 +4,638 New
WWM
24
Wagner Wealth Management
South Carolina
$14K 705 +705 New