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First Trust Managed Futures Strategy Fund

45 hedge funds and large institutions have $40.1M invested in First Trust Managed Futures Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
26
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAM
26
Concorde Asset Management
Michigan
$270K 5,539 -139 -2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$263K 5,388 +5,388 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$244K 4,994 +270 +6%
T
29
TRUADVICE
Florida
$224K 4,661 +97 +2%
FPWM
30
FSB Premier Wealth Management
Iowa
$212K 4,367 +100 +2%
DADC
31
D.A. Davidson & Co
Montana
$210K 4,315
TCA
32
Transcend Capital Advisors
New Jersey
$207K 4,200 +4,200 New
HWM
33
Holloway Wealth Management
Florida
SB
34
Strategic Blueprint
Georgia
$95K 1,955 +1,955 New
SWM
35
Spire Wealth Management
Virginia
$49K 1,005
NFG
36
Next Financial Group
Texas
$45K 915 +39 +4%
BEI
37
Benjamin Edwards Inc
Missouri
$45K 932 +447 +92%
WWM
38
Wagner Wealth Management
South Carolina
$34K 700 +520 +289%
TAM
39
Tucker Asset Management
Colorado
$29.8K 611 +263 +76%
CWA
40
Clearview Wealth Advisors
Oregon
$29K 598
Morgan Stanley
41
Morgan Stanley
New York
$26K 535 +535 New
WP
42
WealthShield Partners
North Carolina
$17K 343
CFD
43
Creative Financial Designs
Indiana
$10K 205 +205 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$9K 194
LAS
45
Lloyd Advisory Services
Georgia
$8K 172 +51 +42%
UBS Group
46
UBS Group
Switzerland
$3K 70 +70 New
Citadel Advisors
47
Citadel Advisors
Florida
-9,254 Closed
SFS
48
Sowell Financial Services
Arkansas
-2,796 Closed
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
-64 Closed