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First Trust Merger Arbitrage ETF
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Overview Fund Activity

30 hedge funds and large institutions have $27.2M invested in First Trust Merger Arbitrage ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
14
Reduced
7
Closed
7
Calls
–
Puts
$14K
Net Calls
-$14K
Net Calls Change
-$14K

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.03M
2
CAS
Coppell Advisory Solutions
Texas
+$1.49M
3
FFC
Frederick Financial Consultants
Maryland
+$1.43M
4
First Trust Advisors
First Trust Advisors
Illinois
+$907K
5
VCM
Virtue Capital Management
Tennessee
+$900K

Top Sellers

1
MFG
Midwest Financial Group
Kansas
-$1.32M
2
AWA
Authentikos Wealth Advisory
California
-$590K
3
AWM
AE Wealth Management
Kansas
-$314K
4
CWA
Clarus Wealth Advisors
Arizona
-$233K
5
HFP
Holistic Financial Partners
Indiana
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
1
Owen LaRue
Kentucky
$4.77M -$139K -6,945 -3%
LPL Financial
2
LPL Financial
California
$4.48M +$4.03M +201,611 +886%
CAS
3
Coppell Advisory Solutions
Texas
$1.62M +$1.49M +74,514 +1,148%
AssetMark Inc
4
AssetMark Inc
California
$1.6M +$691K +34,618 +76%
First Trust Advisors
5
First Trust Advisors
Illinois
$1.6M +$907K +45,434 +131%
FFC
6
Frederick Financial Consultants
Maryland
$1.43M +$1.43M +71,475 New
BWM
7
BCGM Wealth Management
Indiana
$1.24M +$48.3K +2,418 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.04M +$282K +14,130 +37%
SWA
9
Stratos Wealth Advisors
Ohio
$1.01M -$17.7K -887 -2%
FWP
10
FAS Wealth Partners
Kansas
$927K +$42.2K +2,111 +5%
CW
11
CreativeOne Wealth
Kansas
$906K +$199K +9,983 +28%
VCM
12
Virtue Capital Management
Tennessee
$900K +$900K +45,070 New
CHAM
13
Clear Harbor Asset Management
Connecticut
$853K +$34.5K +1,730 +4%
HFP
14
Holistic Financial Partners
Indiana
$736K -$209K -10,445 -22%
Wolverine Trading
15
Wolverine Trading
Illinois
$715K +$715K +36,053 New
SW
16
Simplicity Wealth
New Jersey
$437K +$437K +21,894 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$381K +$86.9K +4,350 +30%
Citadel Advisors
18
Citadel Advisors
Florida
$370K +$168K +8,425 +83%
VCM
19
Vivaldi Capital Management
Illinois
$365K -$3.36K -168 -0.9%
WS
20
Wedbush Securities
California
$345K -$10.2K -510 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$335K +$335K +16,755 New
Osaic Holdings
22
Osaic Holdings
Arizona
$305K -$115K -5,750 -27%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$274K +$5.18K +259 +2%
WIA
24
World Investment Advisors
California
$272K +$272K +13,632 New
GM
25
GeoWealth Management
Illinois
$226K +$72.3K +3,619 +47%
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