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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

73 hedge funds and large institutions have $129M invested in First Trust Managed Futures Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
34
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAS
Coppell Advisory Solutions
Texas
$6.34M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.33M
3
First Trust Advisors
First Trust Advisors
Illinois
$4.57M
4
AssetMark Inc
AssetMark Inc
California
$4.66M
5
Raymond James Financial
Raymond James Financial
Florida
$3.67M

Top Sellers

1
AWA
Authentikos Wealth Advisory
California
$0
2
PAS
Park Avenue Securities
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
RL
Retireful LLC
Michigan
$0
5
AWM
AE Wealth Management
Kansas
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
26
NewEdge Wealth
Pennsylvania
$991K -$1.15K -25 -0.1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$986K -$78.6K -1,705 -7%
AWS
28
Atria Wealth Solutions
New York
$923K -$52.6K -1,141 -5%
WIA
29
World Investment Advisors
California
$855K +$401K +8,693 +88%
HFP
30
Holistic Financial Partners
Indiana
$844K -$186K -4,040 -18%
GM
31
GeoWealth Management
Illinois
$840K +$17.7K +383 +2%
PA
32
PFG Advisors
Arizona
$812K -$255K -5,533 -24%
FA
33
Fermata Advisors
California
$631K +$15.8K +342 +3%
AI
34
Atria Investments
North Carolina
$626K -$25.5K -552 -4%
SCA
35
Snowden Capital Advisors
New York
$616K -$22K -478 -3%
Jane Street
36
Jane Street
New York
$614K +$40.9K +886 +7%
PFA
37
Professional Financial Advisors
Nebraska
$596K -$48K -1,041 -7%
LSIA
38
LaSalle St. Investment Advisors
Illinois
$587K -$5.44K -118 -0.9%
KAS
39
Kestra Advisory Services
Texas
$517K -$121K -2,616 -19%
PFA
40
Pinnacle Family Advisors
Missouri
$509K +$5.9K +128 +1%
SPIA
41
Steward Partners Investment Advisory
New York
$487K +$14.3K +311 +3%
PBF
42
Petix & Botte Financial
California
$487K – – –
FPWM
43
FSB Premier Wealth Management
Iowa
$458K +$11.1K +240 +2%
RA
44
RFG Advisory
Alabama
$449K +$8.49K +184 +2%
HH
45
Hilltop Holdings
Texas
$429K -$9.82K -213 -2%
VCM
46
Virtue Capital Management
Tennessee
$401K +$401K +8,668 New
TW
47
Trajan Wealth
Arizona
$400K -$78.4K -1,699 -16%
TA
48
TFB Advisors
Kansas
$358K +$119K +2,585 +50%
AWM
49
Apollon Wealth Management
South Carolina
$336K +$22.4K +486 +7%
SPC
50
Sigma Planning Corp
Michigan
$320K +$320K +6,932 New
1
2
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