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First Trust Merger Arbitrage ETF

33 hedge funds and large institutions have $27M invested in First Trust Merger Arbitrage ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
10
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OL
1
Owen LaRue
Kentucky
$4.75M -$133K -6,498 -3%
LPL Financial
2
LPL Financial
California
$4.55M -$35.7K -1,746 -0.8%
CAS
3
Coppell Advisory Solutions
Texas
$2.25M +$600K +29,464 +36%
AssetMark Inc
4
AssetMark Inc
California
$1.9M +$260K +12,741 +16%
First Trust Advisors
5
First Trust Advisors
Illinois
$1.52M -$120K -5,885 -7%
FFC
6
Frederick Financial Consultants
Maryland
$1.39M -$67K -3,278 -5%
BWM
7
BCGM Wealth Management
Indiana
$1.29M +$24.3K +1,190 +2%
SWA
8
Stratos Wealth Advisors
Ohio
$1.01M -$17K -831 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$961K -$104K -5,100 -10%
FWP
10
FAS Wealth Partners
Kansas
$955K +$6.13K +300 +0.6%
SW
11
Simplicity Wealth
New Jersey
$939K +$491K +24,026 +110%
CHAM
12
Clear Harbor Asset Management
Connecticut
$875K +$1.64K +80 +0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$736K +$393K +19,220 +115%
CW
14
CreativeOne Wealth
Kansas
$634K -$294K -14,387 -32%
Osaic Holdings
15
Osaic Holdings
Arizona
$452K +$148K +7,442 +49%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$389K -$1.35K -66 -0.3%
WS
17
Wedbush Securities
California
$353K
VCM
18
Vivaldi Capital Management
Illinois
$348K -$25.4K -1,240 -7%
RA
19
RFG Advisory
Alabama
$327K +$327K +16,014 New
HFP
20
Holistic Financial Partners
Indiana
$301K -$453K -22,157 -60%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$267K -$13.1K -641 -5%
GM
22
GeoWealth Management
Illinois
$230K -$1.21K -59 -0.5%
TA
23
TFB Advisors
Kansas
$207K +$207K +10,114 New
AAS
24
Avantax Advisory Services
Texas
$204K +$204K +9,966 New
HI
25
Harbour Investments
Wisconsin
$68.2K +$2.88K +141 +4%