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First Trust Managed Futures Strategy Fund

82 hedge funds and large institutions have $152M invested in First Trust Managed Futures Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
34
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
26
Moran Wealth Management
Florida
$1.15M -$477K -10,139 -29%
SW
27
SMART Wealth
Nebraska
$1.09M -$129K -2,748 -11%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.08M -$184K -3,909 -15%
CAS
29
Coppell Advisory Solutions
Texas
$1.06M +$201K +4,277 +23%
CASC
30
Coppell Advisory Solutions Corp
Texas
$1.06M +$201K +4,277 +23%
SPC
31
Sigma Planning Corp
Michigan
$1.06M +$27.3K +581 +3%
AWS
32
Atria Wealth Solutions
New York
$953K +$76.2K +1,621 +9%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$912K +$5.6K +119 +0.6%
CWM
34
Catalyst Wealth Management
Georgia
$876K -$1.11M -23,545 -56%
SCA
35
Snowden Capital Advisors
New York
$777K +$111K +2,357 +17%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$707K +$84.8K +1,804 +14%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$579K +$579K +12,322 +1,232,200%
JIP
38
Jaffetilchin Investment Partners
Florida
$560K -$444K -9,455 -44%
NW
39
NewEdge Wealth
Pennsylvania
$476K +$476K +10,123 New
AWM
40
Avior Wealth Management
Nebraska
$473K +$473K +10,064 New
CA
41
Cetera Advisors
Colorado
$471K -$25.7K -546 -5%
PFA
42
Pinnacle Family Advisors
Missouri
$457K +$45.8K +974 +11%
SPIA
43
Steward Partners Investment Advisory
New York
$410K +$22.9K +487 +6%
AAS
44
Ameritas Advisory Services
Nebraska
$407K -$112K -2,356 -22%
OPS
45
Orion Portfolio Solutions
Nebraska
$401K +$401K +8,530 New
BCI
46
Brinker Capital Investments
Pennsylvania
$401K +$401K +8,530 New
GWP
47
Gateway Wealth Partners
Wisconsin
$389K +$164K +3,486 +73%
T
48
TRUADVICE
Florida
$388K -$22.7K -475 -6%
RA
49
RFG Advisory
Alabama
$373K +$2.68K +57 +0.7%
MWM
50
Maripau Wealth Management
Indiana
$350K -$3.67K -78 -1%