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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

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
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

1
LPL Financial
1
LPL Financial
California
$16.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.9M
3
AWM
3
AE Wealth Management
Kansas
$5.6M
4
State Street
4
State Street
Massachusetts
$4.49M
5
Truist Financial
5
Truist Financial
North Carolina
$3.37M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$387K
2
CIM
2
Cambria Investment Management
California
$4.63M
3
SAM
3
Synergy Asset Management
Washington
$0
4
AFP
4
Ausdal Financial Partners
Iowa
$211K
5
EH
5
Equitable Holdings
New York
$461K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.64M +$571K +12,004 +53%
HFP
27
Holistic Financial Partners
Indiana
$1.63M +$1.03M +21,681 +174%
KPWS
28
Kestra Private Wealth Services
Texas
$1.49M -$215K -4,508 -13%
CAN
29
Cetera Advisor Networks
California
$1.41M +$1.07M +22,501 +317%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.28M +$828K +17,402 +185%
IWM
31
Iams Wealth Management
Nebraska
$1.26M +$1.26M +26,376 New
SW
32
SMART Wealth
Nebraska
$1.24M +$1.24M +26,006 New
SPC
33
Sigma Planning Corp
Michigan
$1.05M +$45.2K +949 +5%
JIP
34
Jaffetilchin Investment Partners
Florida
$1.02M -$554K -11,648 -35%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$920K +$920K +19,338 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$917K +$917K +19,273 New
AWS
37
Atria Wealth Solutions
New York
$888K +$12.8K +268 +1%
CAS
38
Coppell Advisory Solutions
Texas
$875K +$875K +18,376 New
CASC
39
Coppell Advisory Solutions Corp
Texas
$875K +$875K +18,376 New
TPCW
40
TD Private Client Wealth
New York
$778K +$778K +16,346 New
FH
41
FWG Holdings
Florida
$710K +$710K +14,906 New
SCA
42
Snowden Capital Advisors
New York
$674K +$101K +2,113 +18%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$630K +$213K +4,481 +51%
SG
44
StoneX Group
New York
$519K -$9.71K -204 -2%
AAS
45
Ameritas Advisory Services
Nebraska
$518K +$518K +10,878 New
CA
46
Cetera Advisors
Colorado
$503K +$503K +10,567 New
EH
47
Equitable Holdings
New York
$461K -$1.08M -22,644 -70%
PFA
48
Pinnacle Family Advisors
Missouri
$416K -$1.76K -37 -0.4%
T
49
TRUADVICE
Florida
$411K +$23.3K +487 +6%
SCFS
50
S.C. Financial Services
Arizona
$401K -$53.2K -1,118 -12%
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