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First Trust Merger Arbitrage ETF
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Overview Fund Activity

58 hedge funds and large institutions have $54.1M invested in First Trust Merger Arbitrage ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
19
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$4.48M
2
BFA
2
Beacon Financial Advisory
Ohio
$994K
3
OFS
3
OneAscent Financial Services
Alabama
$2.43M
4
SWA
4
Stratos Wealth Advisors
Ohio
$788K
5
BBA
5
Braun-Bostich & Associates
Pennsylvania
$473K

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$3.57M
2
OIA
2
OneDigital Investment Advisors
Kansas
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$202K
4
NFG
4
Nations Financial Group
Iowa
$0
5
VWA
5
Visionary Wealth Advisors
Illinois
$334K
Name Market Value Shares Shares
Change 		Shares
Change %
KA
1
Kure Advisory
Minnesota
$4.48M 222,010 -618 -0.3%
PAG
2
Private Advisor Group
New Jersey
$4.48M 222,010 +222,010 New
OL
3
Owen LaRue
Kentucky
$4.23M 209,702 +1,574 +0.8%
CCMG
4
Clark Capital Management Group
Pennsylvania
$3.57M 177,151 -94,120 -35%
AI
5
Atria Investments
North Carolina
$3.4M 168,658 -10,250 -6%
AWM
6
AE Wealth Management
Kansas
$3.19M 160,462 -1,926 -1%
OFS
7
OneAscent Financial Services
Alabama
$2.43M 120,583 +26,091 +28%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.36M 117,151 -24,196 -17%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.23M 110,742 -8,792 -7%
CAN
10
Cetera Advisor Networks
California
$1.55M 77,020 -3,404 -4%
AWA
11
Authentikos Wealth Advisory
California
$1.54M 76,463 -4,036 -5%
SW
12
SMART Wealth
Nebraska
$1.42M 70,197 +16,417 +31%
MFG
13
Midwest Financial Group
Kansas
$1.25M 62,181 +26 +0%
HFP
14
Holistic Financial Partners
Indiana
$1.12M 55,747 +550 +1%
BWM
15
BCGM Wealth Management
Indiana
$1.06M 52,780 +169 +0.3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.01M 50,260 +342 +0.7%
BFA
17
Beacon Financial Advisory
Ohio
$994K 49,302 +34,947 +243%
AW
18
Atlas Wealth
Ohio
$897K 44,521 – –
Citadel Advisors
19
Citadel Advisors
Florida
$888K 44,060 +5,172 +13%
VCM
20
Virtue Capital Management
Tennessee
$810K 40,193 +3,044 +8%
OWM
21
OneAscent Wealth Management
Alabama
$797K 39,542 -28,254 -42%
SWA
22
Stratos Wealth Advisors
Ohio
$788K 39,072 +25,200 +182%
FWP
23
FAS Wealth Partners
Kansas
$765K 37,934 -389 -1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$747K 37,049 +20,372 +122%
CHAM
25
Clear Harbor Asset Management
Connecticut
$697K 34,549 +1,033 +3%
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