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First Trust Managed Futures Strategy Fund
FMF

87 hedge funds and large institutions have $176M invested in First Trust Managed Futures Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

118% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 17

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more funds holding

Funds holding: 70 → 87 (+17)

21% more capital invested

Capital invested by funds: $146M → $176M (+$29.9M)

7.9% more ownership

Funds ownership: 80.06% → 87.95% (+7.9%)

Holders
87
Holders Change
+17
Holders Change %
+24.29%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
28
Increased
37
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$11.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.22M
3
AWM
AE Wealth Management
Kansas
+$4.75M
4
State Street
State Street
Massachusetts
+$4.68M
5
Truist Financial
Truist Financial
North Carolina
+$3.51M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$13.3M
2
CIM
Cambria Investment Management
California
-$9.17M
3
SAM
Synergy Asset Management
Washington
-$7.41M
4
AFP
Ausdal Financial Partners
Iowa
-$1.71M
5
EH
Equitable Holdings
New York
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.64M +$595K +12,004 +53%
HFP
27
Holistic Financial Partners
Indiana
$1.63M +$1.07M +21,681 +174%
KPWS
28
Kestra Private Wealth Services
Texas
$1.49M -$223K -4,508 -13%
CAN
29
Cetera Advisor Networks
California
$1.41M +$1.11M +22,501 +317%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.28M +$862K +17,402 +185%
IWM
31
Iams Wealth Management
Nebraska
$1.26M +$1.31M +26,376 New
SW
32
SMART Wealth
Nebraska
$1.24M +$1.29M +26,006 New
SPC
33
Sigma Planning Corp
Michigan
$1.05M +$47K +949 +5%
JIP
34
Jaffetilchin Investment Partners
Florida
$1.02M -$577K -11,648 -35%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$920K +$958K +19,338 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$917K +$955K +19,273 New
AWS
37
Atria Wealth Solutions
New York
$888K +$13.3K +268 +1%
CAS
38
Coppell Advisory Solutions
Texas
$875K +$910K +18,376 New
CASC
39
Coppell Advisory Solutions Corp
Texas
$875K +$910K +18,376 New
TPCW
40
TD Private Client Wealth
New York
$778K +$810K +16,346 New
FH
41
FWG Holdings
Florida
$710K +$738K +14,906 New
SCA
42
Snowden Capital Advisors
New York
$674K +$105K +2,113 +18%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$630K +$222K +4,481 +51%
SG
44
StoneX Group
New York
$519K -$10.1K -204 -2%
AAS
45
Ameritas Advisory Services
Nebraska
$518K +$539K +10,878 New
CA
46
Cetera Advisors
Colorado
$503K +$523K +10,567 New
EH
47
Equitable Holdings
New York
$461K -$1.12M -22,644 -70%
PFA
48
Pinnacle Family Advisors
Missouri
$416K -$1.83K -37 -0.4%
T
49
TRUADVICE
Florida
$411K +$24.1K +487 +6%
SCFS
50
S.C. Financial Services
Arizona
$401K -$55.4K -1,118 -12%
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FMF Hedge Fund Activity: Q4 2022 in Review

87 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q4 2022, worth a combined $176M — up 21% from $146M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FMF positions and 11 closed out — a net gain of 17 holders — while 37 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.5M. The largest seller was HighTower Advisors, cutting an estimated $13.3M.

  • 87 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $176M of First Trust Managed Futures Strategy Fund stock for Q4 2022, up 21% quarter-over-quarter.
  • 28 funds opened new First Trust Managed Futures Strategy Fund positions in Q4 2022 and 11 closed out, a net change of +17 holders.
  • The largest First Trust Managed Futures Strategy Fund buyer in Q4 2022 was LPL Financial, an estimated $11.5M added.
  • The largest First Trust Managed Futures Strategy Fund seller in Q4 2022 was HighTower Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2022.