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First Trust Managed Futures Strategy Fund

72 hedge funds and large institutions have $134M invested in First Trust Managed Futures Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
31
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.1M 422,315 +10,014 +2%
LPL Financial
2
LPL Financial
California
$15.5M 343,667 +15,464 +5%
AFFA
3
ALM First Financial Advisors
Texas
$11.8M 261,004
TAM
4
TCP Asset Management
Ohio
$8.42M 186,243 +9,599 +5%
CAS
5
Coppell Advisory Solutions
Texas
$8.24M 183,998 +44,593 +32%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.16M 136,317 -952 -0.7%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$5.38M 118,949 +94,640 +389%
AssetMark Inc
8
AssetMark Inc
California
$4.78M 105,626 +4,533 +4%
First Trust Advisors
9
First Trust Advisors
Illinois
$4.33M 95,840 -3,254 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.82M 84,423 +17,725 +27%
Raymond James Financial
11
Raymond James Financial
Florida
$3.58M 79,131 -383 -0.5%
BEI
12
Benjamin Edwards Inc
Missouri
$3.17M 70,037 +22,874 +48%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.95M 65,166 +4,778 +8%
AAS
14
Avantax Advisory Services
Texas
$2.81M 62,143 -3,353 -5%
SW
15
Simplicity Wealth
New Jersey
$2.64M 58,368 +33,826 +138%
BCI
16
Brinker Capital Investments
Pennsylvania
$2.19M 48,431 -2,394 -5%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.19M 48,102 -2,369 -5%
IA
18
IFP Advisors
Florida
$2.09M 46,179 +417 +0.9%
RA
19
RFG Advisory
Alabama
$1.89M 41,892 +32,153 +330%
CW
20
CreativeOne Wealth
Kansas
$1.54M 33,971 +1,725 +5%
GWP
21
Gateway Wealth Partners
Wisconsin
$1.37M 30,293 -3,112 -9%
Jane Street
22
Jane Street
New York
$1.27M 28,134 +14,819 +111%
NW
23
NewEdge Wealth
Pennsylvania
$1.09M 23,262 +1,773 +8%
PAS
24
Park Avenue Securities
New York
$1.08M 23,824 +23,824 New
IWM
25
Iams Wealth Management
Nebraska
$1.03M 22,704 -1,063 -4%