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First Trust Managed Futures Strategy Fund

78 hedge funds and large institutions have $120M invested in First Trust Managed Futures Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
36
Reduced
24
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GM
26
GeoWealth Management
Illinois
$1.2M +$439K +8,682 +58%
FAIM
27
Financial Advocates Investment Management
Washington
$1.19M +$299K +6,459 +34%
IWM
28
Iams Wealth Management
Nebraska
$1.18M +$108K +2,183 +10%
AssetMark Inc
29
AssetMark Inc
California
$1.17M +$347K +6,856 +42%
PAS
30
Park Avenue Securities
New York
$1.1M +$12.4K +246 +1%
AWM
31
AE Wealth Management
Kansas
$1.05M -$5.67M -112,063 -84%
SW
32
Simplicity Wealth
New Jersey
$1.01M +$1.01M +20,040 New
IA
33
IFP Advisors
Florida
$1.01M -$759K -15,004 -43%
NW
34
NewEdge Wealth
Pennsylvania
$1M +$1.31K +27 +0.1%
CA
35
Cetera Advisors
Colorado
$940K +$388K +7,671 +70%
TW
36
Trajan Wealth
Arizona
$832K +$832K +16,457 New
KAS
37
Kestra Advisory Services
Texas
$812K -$102K -2,024 -11%
SCA
38
Snowden Capital Advisors
New York
$776K +$25.4K +502 +3%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$743K -$65.1K -1,286 -8%
PFA
40
Professional Financial Advisors
Nebraska
$740K +$740K +14,627 New
FA
41
Fermata Advisors
California
$655K -$792K -15,661 -55%
OIA
42
OneDigital Investment Advisors
Kansas
$645K +$29.9K +591 +5%
SW
43
SMART Wealth
Nebraska
$643K -$1.15M -22,640 -64%
FPWM
44
FSB Premier Wealth Management
Iowa
$597K +$131K +2,586 +28%
SPIA
45
Steward Partners Investment Advisory
New York
$594K +$22.5K +445 +4%
GRP
46
Global Retirement Partners
California
$574K -$4.81K -95 -0.8%
BRWA
47
B. Riley Wealth Advisors
Florida
$554K +$252K +5,141 +83%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$540K +$115K +2,273 +27%
PFA
49
Pinnacle Family Advisors
Missouri
$510K +$22.4K +443 +5%
MC
50
Moors & Cabot
Massachusetts
$501K