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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$861K 19,046 -2,334 -11%
GM
27
GeoWealth Management
Illinois
$819K 18,105 -100 -0.5%
AWM
28
AE Wealth Management
Kansas
$794K 17,558 -9,192 -34%
AI
29
Atria Investments
North Carolina
$667K 14,755 +1,179 +9%
FA
30
Fermata Advisors
California
$663K 14,671 +992 +7%
GRP
31
Global Retirement Partners
California
$613K 13,555 +13,555 New
LSIA
32
LaSalle St. Investment Advisors
Illinois
$600K 13,288 +555 +4%
SCA
33
Snowden Capital Advisors
New York
$582K 12,871 -488 -4%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$578K 12,789 -21,273 -62%
PA
35
PFG Advisors
Arizona
$543K 12,001 -5,605 -32%
PFA
36
Professional Financial Advisors
Nebraska
$529K 11,693 -1,229 -10%
FPWM
37
FSB Premier Wealth Management
Iowa
$517K 11,427 +1,493 +15%
PFA
38
Pinnacle Family Advisors
Missouri
$515K 11,387 +353 +3%
PBF
39
Petix & Botte Financial
California
$477K 10,550
KAS
40
Kestra Advisory Services
Texas
$461K 10,192 -1,027 -9%
RIS
41
Richmond Investment Services
Wisconsin
$457K 10,098 +5,053 +100%
BWP
42
Balboa Wealth Partners
Arizona
$455K 10,059 +10,059 New
SPIA
43
Steward Partners Investment Advisory
New York
$439K 9,713 -849 -8%
TA
44
TFB Advisors
Kansas
$438K 9,681 +1,911 +25%
HH
45
Hilltop Holdings
Texas
$433K 9,578 +271 +3%
WIA
46
World Investment Advisors
California
$389K 8,598 -9,931 -54%
SPC
47
Sigma Planning Corp
Michigan
$381K 8,417 +1,485 +21%
AWM
48
Apollon Wealth Management
South Carolina
$358K 7,912 +616 +8%
HFP
49
Holistic Financial Partners
Indiana
$348K 7,695 -10,598 -58%
HI
50
Harbour Investments
Wisconsin
$344K 7,617 -34,175 -82%