DOSSIER · 13F Holders · Q2 2026
VARBX

FIRST TRUST MERGER ARBITRAGE CL I

1 institutions still hold FIRST TRUST MERGER ARBITRAGE CL I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46141T869·1 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5K
visible holders
Holders
1
filers reporting
Concentration
100.00%
Oakworth Capital, Inc. #1
top holder share
AI Holders Summary · Q2 2026

1 institutions reported VARBX in Q2 2026. Oakworth Capital, Inc. leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Oakworth Capital, Inc.
CIK 0001588871
$5K4220.00%Q2 2026