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First Trust Merger Arbitrage ETF

39 hedge funds and large institutions have $21M invested in First Trust Merger Arbitrage ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
16
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OL
1
Owen LaRue
Kentucky
$4.94M 249,512 -6,916 -3%
MFG
2
Midwest Financial Group
Kansas
$1.3M 65,672 +819 +1%
BWM
3
BCGM Wealth Management
Indiana
$1.14M 57,741 +2,074 +4%
HFP
4
Holistic Financial Partners
Indiana
$1.05M 53,234 +1,057 +2%
SWA
5
Stratos Wealth Advisors
Ohio
$1.01M 51,177 -2,039 -4%
Jane Street
6
Jane Street
New York
$833K 42,105 +22,307 +113%
FWP
7
FAS Wealth Partners
Kansas
$827K 41,812 +1,809 +5%
AssetMark Inc
8
AssetMark Inc
California
$765K 38,633 +19,626 +103%
CHAM
9
Clear Harbor Asset Management
Connecticut
$752K 37,994
Wolverine Trading
10
Wolverine Trading
Illinois
$727K 36,667 -9,154 -20%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$671K 33,915 -6,713 -17%
AWA
12
Authentikos Wealth Advisory
California
$615K 31,064 +31,064 New
CW
13
CreativeOne Wealth
Kansas
$594K 30,010 +30,010 New
Osaic Holdings
14
Osaic Holdings
Arizona
$567K 28,633 +5,730 +25%
First Trust Advisors
15
First Trust Advisors
Illinois
$525K 26,515 +5,209 +24%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$506K 25,577 -1,961 -7%
LPL Financial
17
LPL Financial
California
$385K 19,459 +1,407 +8%
VCM
18
Vivaldi Capital Management
Illinois
$381K 19,238 -113 -0.6%
WS
19
Wedbush Securities
California
$374K 18,885 +125 +0.7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$344K 17,358 -17,557 -50%
AWM
21
AE Wealth Management
Kansas
$315K 15,902 +809 +5%
HI
22
Harbour Investments
Wisconsin
$308K 15,563 -6,853 -31%
SW
23
SMART Wealth
Nebraska
$307K 15,513 -4,655 -23%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$304K 15,129 +15,129 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$262K 13,222 +13,222 New