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First Trust Merger Arbitrage ETF

45 hedge funds and large institutions have $72.1M invested in First Trust Merger Arbitrage ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+21
Holders Change %
+87.5%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
14
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCM
1
Mainstay Capital Management
Michigan
$14.3M 710,418 +73,683 +12%
HighTower Advisors
2
HighTower Advisors
Illinois
$6.55M 324,159 +1,966 +0.6%
VCM
3
Vivaldi Capital Management
Illinois
$6.25M 310,798 -8,595 -3%
OL
4
Owen LaRue
Kentucky
$4.43M 219,595 +219,595 New
Osaic Holdings
5
Osaic Holdings
Arizona
$3.87M 191,785 +43,664 +29%
CCMG
6
Clark Capital Management Group
Pennsylvania
$3.52M 174,712 +3,112 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.35M 165,961 +27,066 +19%
HI
8
Harbour Investments
Wisconsin
$3.13M 155,174 +73,551 +90%
AWM
9
AE Wealth Management
Kansas
$3.11M 154,063 +137,153 +811%
FWP
10
FAS Wealth Partners
Kansas
$2.67M 132,183 +132,183 New
AW
11
Atlas Wealth
Ohio
$2.24M 110,962 +110,962 New
FTCM
12
First Trust Capital Management
Illinois
$2.01M 99,718 +99,718 New
FIA
13
Foundations Investment Advisors
Arizona
$1.51M 74,803 +74,803 New
IA
14
IFP Advisors
Florida
$1.51M 74,273 +15,763 +27%
OIA
15
OneDigital Investment Advisors
Kansas
$1.27M 63,028 +63,028 New
CAN
16
Cetera Advisor Networks
California
$1.17M 57,889 +57,889 New
KAS
17
Kestra Advisory Services
Texas
$1.08M 53,398 +18,307 +52%
SW
18
SMART Wealth
Nebraska
$1.03M 50,829 +50,829 New
CFGS
19
Concourse Financial Group Securities
Alabama
$989K 49,004 -5,294 -10%
NFG
20
Nations Financial Group
Iowa
$936K 46,412 +46,412 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$803K 39,835 +39,835 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$790K 39,142 +10,877 +38%
OBWG
23
Onyx Bridge Wealth Group
New York
$775K 38,435 +38,435 New
LWAC
24
Laurel Wealth Advisors (California)
California
$718K 35,578 +35,578 New
WIP
25
WealthCare Investment Partners
Rhode Island
$702K 34,776 +18,635 +115%