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First Trust Merger Arbitrage ETF

58 hedge funds and large institutions have $41.7M invested in First Trust Merger Arbitrage ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
20
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OL
1
Owen LaRue
Kentucky
$5.2M 262,676 +52,974 +25%
PAG
2
Private Advisor Group
New Jersey
$4.46M 225,248 +3,238 +1%
CCMG
3
Clark Capital Management Group
Pennsylvania
$3.67M 185,121 +7,970 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.46M 124,025 +6,874 +6%
TC
5
TownSquare Capital
Utah
$2.37M 119,592 +119,592 New
AWA
6
Authentikos Wealth Advisory
California
$1.44M 72,479 -3,984 -5%
MFG
7
Midwest Financial Group
Kansas
$1.25M 62,881 +700 +1%
AI
8
Atria Investments
North Carolina
$1.17M 59,249 -109,409 -65%
HFP
9
Holistic Financial Partners
Indiana
$1.12M 56,359 +612 +1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.11M 55,972 +34,392 +159%
BWM
11
BCGM Wealth Management
Indiana
$1.05M 53,155 +375 +0.7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$985K 49,752 -508 -1%
SWA
13
Stratos Wealth Advisors
Ohio
$966K 48,796 +9,724 +25%
OFS
14
OneAscent Financial Services
Alabama
$897K 45,287 -75,296 -62%
Wolverine Trading
15
Wolverine Trading
Illinois
$887K 44,782 +44,782 New
Osaic Holdings
16
Osaic Holdings
Arizona
$884K 44,646 -66,096 -60%
VCM
17
Virtue Capital Management
Tennessee
$818K 41,537 +1,344 +3%
FWP
18
FAS Wealth Partners
Kansas
$760K 38,391 +457 +1%
First Trust Advisors
19
First Trust Advisors
Illinois
$757K 38,213 +25,957 +212%
CHAM
20
Clear Harbor Asset Management
Connecticut
$715K 36,094 +1,545 +4%
AssetMark Inc
21
AssetMark Inc
California
$610K 30,826 +9,953 +48%
CAN
22
Cetera Advisor Networks
California
$598K 30,215 -46,805 -61%
CW
23
CreativeOne Wealth
Kansas
$581K 29,327 +29,327 New
SW
24
Simplicity Wealth
New Jersey
$545K 27,502 +27,502 New
Citadel Advisors
25
Citadel Advisors
Florida
$536K 27,089 -16,971 -39%