FMF icon

First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

45 hedge funds and large institutions have $47.1M invested in First Trust Managed Futures Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
24
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.67M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.53M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$343K

Top Sellers

1
CWA
1
Choice Wealth Advisors
Maine
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.08M
3
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$0
4
SPC
4
Sigma Planning Corp
Michigan
$396K
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$315K +$18.4K +406 +6%
SCA
27
Snowden Capital Advisors
New York
$279K +$10.3K +228 +4%
HWM
28
Holloway Wealth Management
Florida
$244K -$231K – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$243K +$25.1K +554 +12%
T
30
TRUADVICE
Florida
$238K +$28K +609 +13%
CAM
31
Concorde Asset Management
Michigan
$232K -$19.7K -434 -8%
FIM
32
Freedom Investment Management
Connecticut
$213K +$11.6K +254 +6%
FPWM
33
FSB Premier Wealth Management
Iowa
$204K – – –
NFG
34
Next Financial Group
Texas
$62K +$24.5K +541 +65%
TPCW
35
TD Private Client Wealth
New York
$43.1K +$43.1K +949 New
BEI
36
Benjamin Edwards Inc
Missouri
$42K – – –
CFD
37
Creative Financial Designs
Indiana
$38K +$16K +355 +72%
TAM
38
Tucker Asset Management
Colorado
$33.1K +$5.14K +113 +18%
CWA
39
Clearview Wealth Advisors
Oregon
$27K +$179 +4 +0.7%
Morgan Stanley
40
Morgan Stanley
New York
$23K – – –
WWM
41
Wagner Wealth Management
South Carolina
$14K -$18.1K -395 -56%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +194 New
LAS
43
Lloyd Advisory Services
Georgia
$8K +$398 +9 +5%
CAL
44
Capital Analysts LLC
Pennsylvania
$7K – – –
CA
45
CoreCap Advisors
Michigan
$2K +$2K +55 New
TLFA
46
True Link Financial Advisors
California
$1K +$1K +21 New
CWA
47
Choice Wealth Advisors
Maine
– -$6.13M -25,979 Closed
WCFA
48
Walkner Condon Financial Advisors
Wisconsin
– -$330K -6,946 Closed
SS
49
Simplicity Solutions
Minnesota
– -$241K -5,068 Closed
DADC
50
D.A. Davidson & Co
Montana
– -$205K -4,315 Closed
1
2
3