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First Trust Managed Futures Strategy Fund

81 hedge funds and large institutions have $129M invested in First Trust Managed Futures Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
30
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$1.23M +$176K +3,785 +17%
CAN
27
Cetera Advisor Networks
California
$1.16M -$100K -2,177 -8%
AWS
28
Atria Wealth Solutions
New York
$1.11M -$40.6K -881 -4%
CAS
29
Coppell Advisory Solutions
Texas
$1.1M +$250K +5,421 +30%
GWP
30
Gateway Wealth Partners
Wisconsin
$1.02M +$141K +3,055 +16%
IWM
31
Iams Wealth Management
Nebraska
$999K -$245K -5,306 -20%
PAS
32
Park Avenue Securities
New York
$989K +$98.1K +2,127 +11%
NW
33
NewEdge Wealth
Pennsylvania
$952K -$35.6K -771 -4%
FAIM
34
Financial Advocates Investment Management
Washington
$888K +$888K +19,280 New
KAS
35
Kestra Advisory Services
Texas
$833K +$25.6K +555 +3%
AssetMark Inc
36
AssetMark Inc
California
$753K +$330K +7,153 +78%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$736K +$95.3K +2,068 +15%
GM
38
GeoWealth Management
Illinois
$690K +$152K +3,296 +28%
SCA
39
Snowden Capital Advisors
New York
$684K -$40.2K -872 -6%
OIA
40
OneDigital Investment Advisors
Kansas
$561K -$28.3K -613 -5%
GRP
41
Global Retirement Partners
California
$538K +$50.8K +1,080 +10%
SPIA
42
Steward Partners Investment Advisory
New York
$521K +$85.1K +1,845 +20%
CA
43
Cetera Advisors
Colorado
$503K +$26.6K +577 +6%
PBF
44
Petix & Botte Financial
California
$486K
First Trust Advisors
45
First Trust Advisors
Illinois
$460K +$21K +455 +5%
MC
46
Moors & Cabot
Massachusetts
$457K -$50.7K -1,100 -10%
PFA
47
Pinnacle Family Advisors
Missouri
$445K +$11.7K +254 +3%
VCM
48
Virtue Capital Management
Tennessee
$440K +$440K +9,546 New
FPWM
49
FSB Premier Wealth Management
Iowa
$425K -$5.67K -123 -1%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$387K +$387K +8,398 New