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First Trust Managed Futures Strategy Fund

72 hedge funds and large institutions have $212M invested in First Trust Managed Futures Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
34
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.07M -$20K -422 -2%
IWM
27
Iams Wealth Management
Nebraska
$1.04M +$276K +5,801 +36%
CW
28
CreativeOne Wealth
Kansas
$1.02M +$577K +12,140 +130%
PAS
29
Park Avenue Securities
New York
$1.01M -$51K -1,074 -5%
NW
30
NewEdge Wealth
Pennsylvania
$993K +$24.2K +509 +2%
SW
31
Simplicity Wealth
New Jersey
$958K +$48 +1 +0%
AI
32
Atria Investments
North Carolina
$857K +$12.4K +262 +1%
BEI
33
Benjamin Edwards Inc
Missouri
$819K +$788K +16,583 +2,475%
SCA
34
Snowden Capital Advisors
New York
$676K -$2.66K -56 -0.4%
PFA
35
Professional Financial Advisors
Nebraska
$676K -$83.7K -1,763 -11%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$615K +$615K +12,938 New
KAS
37
Kestra Advisory Services
Texas
$593K -$91.7K -1,931 -13%
SPIA
38
Steward Partners Investment Advisory
New York
$559K -$14.7K -309 -3%
TW
39
Trajan Wealth
Arizona
$539K -$99.6K -2,096 -16%
GRP
40
Global Retirement Partners
California
$535K +$570 +12 +0.1%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$528K -$20.5K -431 -4%
FA
42
Fermata Advisors
California
$525K +$8.27K +174 +2%
FPWM
43
FSB Premier Wealth Management
Iowa
$510K +$114K +2,406 +29%
PBF
44
Petix & Botte Financial
California
$501K
SAM
45
SignalPoint Asset Management
Missouri
$483K -$317K -6,653 -40%
PFA
46
Pinnacle Family Advisors
Missouri
$482K +$8.6K +181 +2%
HH
47
Hilltop Holdings
Texas
$440K +$440K +9,271 New
RA
48
RFG Advisory
Alabama
$433K +$14.8K +312 +4%
WIA
49
World Investment Advisors
California
$402K +$402K +8,453 New
PA
50
PFG Advisors
Arizona
$387K +$387K +8,137 New