FMF icon

First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

48 hedge funds and large institutions have $67.2M invested in First Trust Managed Futures Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+3
Holders Change %
+6.67%
% 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
12
Increased
25
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWM
1
Refined Wealth Management
Utah
$8.21M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.6M
3
IA
3
IFP Advisors
Florida
$4.47M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.46M
5
LPL Financial
5
LPL Financial
California
$6.06M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.37M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$416K
3
CFGS
3
Concourse Financial Group Securities
Alabama
$240K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$368K +$28.9K +592 +9%
EH
27
Equitable Holdings
New York
$347K +$347K +7,113 New
SCA
28
Snowden Capital Advisors
New York
$330K +$30.3K +622 +10%
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$324K +$324K +6,643 New
T
30
TRUADVICE
Florida
$269K – – –
FPWM
31
FSB Premier Wealth Management
Iowa
$269K +$39K +764 +17%
PA
32
PFG Advisors
Arizona
$266K +$266K +5,451 New
HWM
33
Holloway Wealth Management
Florida
$250K -$244K – –
FIM
34
Freedom Investment Management
Connecticut
$244K +$15.3K +312 +7%
SS
35
Simplicity Solutions
Minnesota
$244K +$244K +5,000 New
CAM
36
Concorde Asset Management
Michigan
$243K -$6.99K -143 -3%
CFGS
37
Concourse Financial Group Securities
Alabama
$240K -$514K -10,508 -68%
MC
38
Moors & Cabot
Massachusetts
$220K +$220K +4,500 New
NL
39
NVWM LLC
Pennsylvania
$214K +$214K +4,381 New
TCA
40
Transcend Capital Advisors
New Jersey
$213K +$213K +4,364 New
GRP
41
Global Retirement Partners
California
$89K +$89K +1,734 New
CFD
42
Creative Financial Designs
Indiana
$42K +$247 +5 +0.6%
BEI
43
Benjamin Edwards Inc
Missouri
$41K -$4.44K -91 -10%
TAM
44
Tucker Asset Management
Colorado
$36.4K +$879 +18 +2%
UBS Group
45
UBS Group
Switzerland
$30K +$30K +612 New
CWA
46
Clearview Wealth Advisors
Oregon
$29K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
LAS
48
Lloyd Advisory Services
Georgia
$9K +$289 +6 +3%
Morgan Stanley
49
Morgan Stanley
New York
$5K -$18.6K -394 -79%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$457K -10,052 Closed
1
2
3