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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

67 hedge funds and large institutions have $107M invested in First Trust Managed Futures Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-11
Holders Change %
-14.1%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
31
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$1.9M
2
AI
Atria Investments
North Carolina
$865K
3
SAM
SignalPoint Asset Management
Missouri
$817K
4
IA
IFP Advisors
Florida
$1.73M
5
First Trust Advisors
First Trust Advisors
Illinois
$1.81M

Top Sellers

1
CIM
Cambria Investment Management
California
$0
2
AWA
Authentikos Wealth Advisory
California
$0
3
Jane Street
Jane Street
New York
$1.49M
4
MCM
Mainstay Capital Management
Michigan
$0
5
FAIM
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$1.08M +$26.3K +540 +2%
NW
27
NewEdge Wealth
Pennsylvania
$993K -$13.2K -271 -1%
SW
28
Simplicity Wealth
New Jersey
$981K +$5.74K +118 +0.6%
Osaic Holdings
29
Osaic Holdings
Arizona
$893K -$716K -14,707 -45%
AI
30
Atria Investments
North Carolina
$865K +$865K +17,770 New
SAM
31
SignalPoint Asset Management
Missouri
$817K +$817K +16,781 New
IWM
32
Iams Wealth Management
Nebraska
$780K -$382K -7,840 -33%
PFA
33
Professional Financial Advisors
Nebraska
$778K +$66.2K +1,360 +9%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$759K +$44.6K +917 +6%
KAS
35
Kestra Advisory Services
Texas
$702K -$79.2K -1,627 -10%
SCA
36
Snowden Capital Advisors
New York
$695K -$51.2K -1,053 -7%
TW
37
Trajan Wealth
Arizona
$654K -$147K -3,016 -18%
SPIA
38
Steward Partners Investment Advisory
New York
$588K +$16.2K +332 +3%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$562K +$42.2K +868 +8%
GRP
40
Global Retirement Partners
California
$547K -$5.06K -104 -0.9%
FA
41
Fermata Advisors
California
$529K -$101K -2,084 -16%
PBF
42
Petix & Botte Financial
California
$513K +$257K +5,275 +100%
SW
43
SMART Wealth
Nebraska
$488K -$131K -2,690 -21%
PFA
44
Pinnacle Family Advisors
Missouri
$485K -$5.6K -115 -1%
CW
45
CreativeOne Wealth
Kansas
$455K +$27.3K +561 +6%
RA
46
RFG Advisory
Alabama
$429K +$22.9K +471 +6%
FPWM
47
FSB Premier Wealth Management
Iowa
$405K -$170K -3,483 -30%
VCM
48
Virtue Capital Management
Tennessee
$395K -$59.4K -1,223 -13%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$390K +$390K +8,021 New
CFGS
50
Concourse Financial Group Securities
Alabama
$291K -$21.2K -436 -7%
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