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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

78 hedge funds and large institutions have $152M invested in First Trust Managed Futures Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
–
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
31
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.48M
2
Jane Street
2
Jane Street
New York
$8.61M
3
FA
3
Fermata Advisors
California
$1.63M
4
AAS
4
Ameritas Advisory Services
Nebraska
$434K
5
GRP
5
Global Retirement Partners
California
$499K

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$453K
2
LPL Financial
2
LPL Financial
California
$12.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.8M
4
CIM
4
Cambria Investment Management
California
$3.53M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$606K
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.34M 27,300 -3,274 -11%
IWM
27
Iams Wealth Management
Nebraska
$1.32M 26,981 +26,981 New
SW
28
SMART Wealth
Nebraska
$1.32M 26,860 +1,521 +6%
AWS
29
Atria Wealth Solutions
New York
$1.22M 24,916 +3,164 +15%
OPS
30
Orion Portfolio Solutions
Nebraska
$1.11M 22,641 +6,117 +37%
BCI
31
Brinker Capital Investments
Pennsylvania
$1.11M 22,641 +6,117 +37%
NW
32
NewEdge Wealth
Pennsylvania
$1.05M 21,418 +29 +0.1%
PAS
33
Park Avenue Securities
New York
$946K 19,312 +6,067 +46%
GWP
34
Gateway Wealth Partners
Wisconsin
$929K 18,966 +4,299 +29%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$922K 18,826 -591 -3%
CAS
36
Coppell Advisory Solutions
Texas
$875K 18,376 -3,658 -17%
KAS
37
Kestra Advisory Services
Texas
$858K 17,518 -5,869 -25%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$811K 16,558 -3,166 -16%
SCA
39
Snowden Capital Advisors
New York
$770K 15,710 -48 -0.3%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$681K 13,901 -769 -5%
OIA
41
OneDigital Investment Advisors
Kansas
$626K 12,774 +4,771 +60%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$606K 12,380 -26,820 -68%
GM
43
GeoWealth Management
Illinois
$571K 11,658 +962 +9%
BRWA
44
B. Riley Wealth Advisors
Florida
$554K 11,302 +2,643 +31%
MC
45
Moors & Cabot
Massachusetts
$539K 11,000 +1,400 +15%
PBF
46
Petix & Botte Financial
California
$517K 10,550 – –
CA
47
Cetera Advisors
Colorado
$506K 10,333 +324 +3%
GRP
48
Global Retirement Partners
California
$499K 10,361 +8,879 +599%
First Trust Advisors
49
First Trust Advisors
Illinois
$466K 9,518 +4,358 +84%
SPIA
50
Steward Partners Investment Advisory
New York
$463K 9,459 +348 +4%
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