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First Trust Merger Arbitrage ETF

54 hedge funds and large institutions have $54.1M invested in First Trust Merger Arbitrage ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
22
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCMG
1
Clark Capital Management Group
Pennsylvania
$5.46M 271,271 +93,568 +53%
KA
2
Kure Advisory
Minnesota
$4.48M 222,628 +222,628 New
OL
3
Owen LaRue
Kentucky
$4.19M 208,128 +11,023 +6%
AI
4
Atria Investments
North Carolina
$3.6M 178,908 +17,573 +11%
AWM
5
AE Wealth Management
Kansas
$3.27M 162,388 -1,708 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.85M 141,347 +15,171 +12%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.41M 119,534 +18,466 +18%
OFS
8
OneAscent Financial Services
Alabama
$1.9M 94,492 +17,571 +23%
AWA
9
Authentikos Wealth Advisory
California
$1.62M 80,499 -7,468 -8%
CAN
10
Cetera Advisor Networks
California
$1.62M 80,424 -4,905 -6%
OWM
11
OneAscent Wealth Management
Alabama
$1.37M 67,796 -3,879 -5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.25M 62,196 -5,087 -8%
MFG
13
Midwest Financial Group
Kansas
$1.25M 62,155 +1,662 +3%
VCM
14
Vivaldi Capital Management
Illinois
$1.2M 59,400 -131,291 -69%
OIA
15
OneDigital Investment Advisors
Kansas
$1.19M 58,915 -1,604 -3%
HFP
16
Holistic Financial Partners
Indiana
$1.11M 55,197 +11,078 +25%
SW
17
SMART Wealth
Nebraska
$1.08M 53,780 +2,969 +6%
BWM
18
BCGM Wealth Management
Indiana
$1.06M 52,611 +52,611 New
VWA
19
Visionary Wealth Advisors
Illinois
$1.03M 50,946 -847 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.01M 49,918 +607 +1%
AW
21
Atlas Wealth
Ohio
$897K 44,521 -27,200 -38%
Citadel Advisors
22
Citadel Advisors
Florida
$783K 38,888 +20,941 +117%
FWP
23
FAS Wealth Partners
Kansas
$772K 38,323 -1,519 -4%
VCM
24
Virtue Capital Management
Tennessee
$741K 37,149
NFG
25
Nations Financial Group
Iowa
$720K 35,750 -33,685 -49%