FMF icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$861K
GM
27
GeoWealth Management
Illinois
$819K
AWM
28
AE Wealth Management
Kansas
$794K
AI
29
Atria Investments
North Carolina
$667K
FA
30
Fermata Advisors
California
$663K
GRP
31
Global Retirement Partners
California
$613K
LSIA
32
LaSalle St. Investment Advisors
Illinois
$600K
SCA
33
Snowden Capital Advisors
New York
$582K
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$578K
PA
35
PFG Advisors
Arizona
$543K
PFA
36
Professional Financial Advisors
Nebraska
$529K
FPWM
37
FSB Premier Wealth Management
Iowa
$517K
PFA
38
Pinnacle Family Advisors
Missouri
$515K
PBF
39
Petix & Botte Financial
California
$477K
KAS
40
Kestra Advisory Services
Texas
$461K
RIS
41
Richmond Investment Services
Wisconsin
$457K
BWP
42
Balboa Wealth Partners
Arizona
$455K
SPIA
43
Steward Partners Investment Advisory
New York
$439K
TA
44
TFB Advisors
Kansas
$438K
HH
45
Hilltop Holdings
Texas
$433K
WIA
46
World Investment Advisors
California
$389K
SPC
47
Sigma Planning Corp
Michigan
$381K
AWM
48
Apollon Wealth Management
South Carolina
$358K
HFP
49
Holistic Financial Partners
Indiana
$348K
HI
50
Harbour Investments
Wisconsin
$344K