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First Trust Merger Arbitrage ETF

54 hedge funds and large institutions have $59.5M invested in First Trust Merger Arbitrage ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
25
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$6.07M 303,725 -28,066 -8%
OL
2
Owen LaRue
Kentucky
$3.94M 197,105 -22,490 -10%
VCM
3
Vivaldi Capital Management
Illinois
$3.81M 190,691 -39,219 -17%
CCMG
4
Clark Capital Management Group
Pennsylvania
$3.55M 177,703 +3,793 +2%
AWM
5
AE Wealth Management
Kansas
$3.28M 164,096 +1,526 +0.9%
AI
6
Atria Investments
North Carolina
$3.23M 161,335 +32,426 +25%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.52M 126,176 -10,027 -7%
HI
8
Harbour Investments
Wisconsin
$2.27M 113,614 -3,951 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.02M 101,068 +9,889 +11%
AWA
10
Authentikos Wealth Advisory
California
$1.76M 87,967 -3,771 -4%
CAN
11
Cetera Advisor Networks
California
$1.71M 85,329 +16,401 +24%
OFS
12
OneAscent Financial Services
Alabama
$1.54M 76,921 +9,772 +15%
AW
13
Atlas Wealth
Ohio
$1.44M 71,721 -20,484 -22%
OWM
14
OneAscent Wealth Management
Alabama
$1.43M 71,675 +12,576 +21%
NFG
15
Nations Financial Group
Iowa
$1.39M 69,435 +11,986 +21%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.35M 67,283 +36,967 +122%
OIA
17
OneDigital Investment Advisors
Kansas
$1.21M 60,519 -711 -1%
MFG
18
Midwest Financial Group
Kansas
$1.21M 60,493 +2,400 +4%
VWA
19
Visionary Wealth Advisors
Illinois
$1.04M 51,793 +15,041 +41%
SW
20
SMART Wealth
Nebraska
$1.02M 50,811 +5,514 +12%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$989K 49,465 +49,465 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$986K 49,311 +2,834 +6%
Jane Street
23
Jane Street
New York
$889K 44,473 +44,473 New
HFP
24
Holistic Financial Partners
Indiana
$882K 44,119 +3,962 +10%
OP
25
ORG Partners
Indiana
$814K 40,786 +1,312 +3%