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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

78 hedge funds and large institutions have $148M invested in First Trust Managed Futures Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
39
Reduced
26
Closed
11
Calls
–
Puts
$2.79M
Net Calls
-$2.79M
Net Calls Change
-$2.79M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.87M
3
LPL Financial
3
LPL Financial
California
$13.7M
4
TAM
4
TCP Asset Management
Ohio
$5.27M
5
AWM
5
Apollon Wealth Management
South Carolina
$977K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$1.12M
2
Jane Street
2
Jane Street
New York
$6.27M
3
MWM
3
Moran Wealth Management
Florida
$0
4
SPC
4
Sigma Planning Corp
Michigan
$304K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$62K
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
26
SMART Wealth
Nebraska
$1.21M +$99.5K +2,081 +9%
KAS
27
Kestra Advisory Services
Texas
$1.12M -$10.9M -227,372 -91%
CAS
28
Coppell Advisory Solutions
Texas
$1.04M -$29.3K -619 -3%
AWS
29
Atria Wealth Solutions
New York
$1.04M +$70.5K +1,475 +7%
NW
30
NewEdge Wealth
Pennsylvania
$1.02M +$539K +11,266 +111%
AWM
31
Apollon Wealth Management
South Carolina
$977K +$977K +20,442 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$943K -$153K -3,199 -14%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$928K +$1.2K +25 +0.1%
OPS
34
Orion Portfolio Solutions
Nebraska
$790K +$382K +7,994 +94%
BCI
35
Brinker Capital Investments
Pennsylvania
$790K +$382K +7,994 +94%
SCA
36
Snowden Capital Advisors
New York
$753K -$36.5K -763 -5%
GWP
37
Gateway Wealth Partners
Wisconsin
$701K +$305K +6,388 +77%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$701K -$17.3K -363 -2%
PAS
39
Park Avenue Securities
New York
$633K +$633K +13,245 New
GM
40
GeoWealth Management
Illinois
$512K +$512K +10,696 New
PBF
41
Petix & Botte Financial
California
$504K +$252K +5,275 +100%
JIP
42
Jaffetilchin Investment Partners
Florida
$479K -$91.4K -1,912 -16%
CA
43
Cetera Advisors
Colorado
$479K -$574 -12 -0.1%
MC
44
Moors & Cabot
Massachusetts
$459K +$177K +3,700 +63%
PFA
45
Pinnacle Family Advisors
Missouri
$440K -$24.7K -517 -5%
SPIA
46
Steward Partners Investment Advisory
New York
$436K +$18.4K +385 +4%
FA
47
Fermata Advisors
California
$432K +$158K +3,305 +58%
BRWA
48
B. Riley Wealth Advisors
Florida
$414K +$80.6K +1,686 +24%
FPWM
49
FSB Premier Wealth Management
Iowa
$410K +$164K +3,435 +67%
AWM
50
Avior Wealth Management
Nebraska
$402K -$78.8K -1,648 -16%
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