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First Trust Managed Futures Strategy Fund

79 hedge funds and large institutions have $125M invested in First Trust Managed Futures Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
38
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.1M +$28.3K +596 +3%
IWM
27
Iams Wealth Management
Nebraska
$1.09M +$51.7K +1,087 +5%
HFP
28
Holistic Financial Partners
Indiana
$1.06M -$144K -3,017 -12%
NW
29
NewEdge Wealth
Pennsylvania
$1.02M +$28.6K +602 +3%
AWS
30
Atria Wealth Solutions
New York
$1.01M -$539K -11,335 -35%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$929K +$313K +6,581 +51%
GM
32
GeoWealth Management
Illinois
$848K -$551K -11,581 -39%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$827K +$827K +17,389 New
RL
34
Retireful LLC
Michigan
$811K +$811K +17,043 New
AI
35
Atria Investments
North Carolina
$672K -$186K -3,904 -22%
PFA
36
Professional Financial Advisors
Nebraska
$664K -$12.4K -261 -2%
SCA
37
Snowden Capital Advisors
New York
$658K -$18.7K -394 -3%
KAS
38
Kestra Advisory Services
Texas
$658K +$63.9K +1,344 +11%
FA
39
Fermata Advisors
California
$635K +$109K +2,292 +21%
LSIA
40
LaSalle St. Investment Advisors
Illinois
$611K +$611K +12,851 New
Jane Street
41
Jane Street
New York
$591K +$591K +12,429 New
Osaic Holdings
42
Osaic Holdings
Arizona
$591K +$222K +4,669 +60%
GRP
43
Global Retirement Partners
California
$554K +$18.2K +383 +3%
PFA
44
Pinnacle Family Advisors
Missouri
$519K +$35.7K +750 +7%
PBF
45
Petix & Botte Financial
California
$502K
TW
46
Trajan Wealth
Arizona
$493K -$46.5K -977 -9%
SPIA
47
Steward Partners Investment Advisory
New York
$488K -$72.4K -1,521 -13%
WIA
48
World Investment Advisors
California
$468K +$65.8K +1,383 +16%
FPWM
49
FSB Premier Wealth Management
Iowa
$461K -$49.2K -1,033 -10%
RA
50
RFG Advisory
Alabama
$455K +$20.7K +436 +5%