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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

43 hedge funds and large institutions have $48M invested in First Trust Managed Futures Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
22
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Choice Wealth Advisors
Maine
$6.13M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.99M
4
SWM
4
Spire Wealth Management
Virginia
$609K
5
IA
5
IFP Advisors
Florida
$2.04M

Top Sellers

1
VWA
1
V Wealth Advisors
Kansas
$0
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$242K
4
HWM
4
Holloway Wealth Management
Florida
$231K
5
SB
5
Strategic Blueprint
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$242K 5,087 -3,981 -44%
SS
27
Simplicity Solutions
Minnesota
$241K 5,068 -520 -9%
HWM
28
Holloway Wealth Management
Florida
– – – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$228K 4,801 -587 -11%
T
30
TRUADVICE
Florida
$219K 4,564 -97 -2%
FPWM
31
FSB Premier Wealth Management
Iowa
$214K 4,503 +136 +3%
FIM
32
Freedom Investment Management
Connecticut
$210K 4,425 +4,425 New
TCA
33
Transcend Capital Advisors
New Jersey
$207K 4,276 +76 +2%
DADC
34
D.A. Davidson & Co
Montana
$205K 4,315 – –
BEI
35
Benjamin Edwards Inc
Missouri
$44K 932 – –
NFG
36
Next Financial Group
Texas
$39K 827 -88 -10%
WWM
37
Wagner Wealth Management
South Carolina
$34K 700 – –
TAM
38
Tucker Asset Management
Colorado
$29.5K 615 +4 +0.7%
CWA
39
Clearview Wealth Advisors
Oregon
$28K 598 – –
AWA
40
Arkadios Wealth Advisors
Georgia
$28K 600 +600 New
Morgan Stanley
41
Morgan Stanley
New York
$24K 500 -35 -7%
CFD
42
Creative Financial Designs
Indiana
$23K 490 +285 +139%
LAS
43
Lloyd Advisory Services
Georgia
$8K 172 – –
CAL
44
Capital Analysts LLC
Pennsylvania
$7K 150 +150 New
VWA
45
V Wealth Advisors
Kansas
– – -10,075 Closed
Jane Street
46
Jane Street
New York
– – -8,732 Closed
SB
47
Strategic Blueprint
Georgia
– – -1,955 Closed
WP
48
WealthShield Partners
North Carolina
– – -343 Closed
UBS Group
49
UBS Group
Switzerland
– – -70 Closed
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