MARB icon

First Trust Merger Arbitrage ETF

31 hedge funds and large institutions have $18.2M invested in First Trust Merger Arbitrage ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
31
Holders Change
-8
Holders Change %
-20.51%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
13
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OL
1
Owen LaRue
Kentucky
$4.89M 245,869 -3,643 -1%
MFG
2
Midwest Financial Group
Kansas
$1.32M 66,606 +934 +1%
BWM
3
BCGM Wealth Management
Indiana
$1.18M 59,543 +1,802 +3%
SWA
4
Stratos Wealth Advisors
Ohio
$1.02M 51,335 +158 +0.3%
HFP
5
Holistic Financial Partners
Indiana
$941K 47,315 -5,919 -11%
AssetMark Inc
6
AssetMark Inc
California
$909K 45,723 +7,090 +18%
FWP
7
FAS Wealth Partners
Kansas
$881K 44,313 +2,501 +6%
CHAM
8
Clear Harbor Asset Management
Connecticut
$815K 40,994 +3,000 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$755K 37,965 +4,050 +12%
CW
10
CreativeOne Wealth
Kansas
$704K 35,392 +5,382 +18%
First Trust Advisors
11
First Trust Advisors
Illinois
$689K 34,644 +8,129 +31%
AWA
12
Authentikos Wealth Advisory
California
$590K 29,681 -1,383 -4%
LPL Financial
13
LPL Financial
California
$452K 22,748 +3,289 +17%
Osaic Holdings
14
Osaic Holdings
Arizona
$418K 21,011 -7,622 -27%
VCM
15
Vivaldi Capital Management
Illinois
$368K 18,444 -794 -4%
WS
16
Wedbush Securities
California
$353K 17,775 -1,110 -6%
AWM
17
AE Wealth Management
Kansas
$314K 15,787 -115 -0.7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$293K 14,744 -10,833 -42%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$267K 13,455 +1,557 +13%
CWA
20
Clarus Wealth Advisors
Arizona
$233K 11,703 -316 -3%
Citadel Advisors
21
Citadel Advisors
Florida
$201K 10,094 +10,094 New
HI
22
Harbour Investments
Wisconsin
$191K 9,632 -5,931 -38%
GM
23
GeoWealth Management
Illinois
$153K 7,676 -3 -0%
CAS
24
Coppell Advisory Solutions
Texas
$129K 6,488 +4,905 +310%
UBS Group
25
UBS Group
Switzerland
$93.4K 4,698 +4,698 New