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First Trust Managed Futures Strategy Fund

76 hedge funds and large institutions have $154M invested in First Trust Managed Futures Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
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
AWM
26
AE Wealth Management
Kansas
$946K
GM
27
GeoWealth Management
Illinois
$930K
SW
28
Simplicity Wealth
New Jersey
$906K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$847K
FA
30
Fermata Advisors
California
$758K
AI
31
Atria Investments
North Carolina
$728K
GRP
32
Global Retirement Partners
California
$713K
SCA
33
Snowden Capital Advisors
New York
$707K
CIA
34
Concurrent Investment Advisors
Florida
$697K
LSIA
35
LaSalle St. Investment Advisors
Illinois
$665K
FPWM
36
FSB Premier Wealth Management
Iowa
$592K
PFA
37
Pinnacle Family Advisors
Missouri
$588K
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$525K
PFA
39
Professional Financial Advisors
Nebraska
$516K
PBF
40
Petix & Botte Financial
California
$514K
BWP
41
Balboa Wealth Partners
Arizona
$514K
KAS
42
Kestra Advisory Services
Texas
$487K
RIS
43
Richmond Investment Services
Wisconsin
$485K
HH
44
Hilltop Holdings
Texas
$480K
WIA
45
World Investment Advisors
California
$476K
SPC
46
Sigma Planning Corp
Michigan
$471K
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$433K
TA
48
TFB Advisors
Kansas
$418K
BWA
49
BlueChip Wealth Advisors
Georgia
$397K
AWM
50
Apollon Wealth Management
South Carolina
$396K