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First Trust Managed Futures Strategy Fund

72 hedge funds and large institutions have $134M invested in First Trust Managed Futures Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
31
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$861K -$106K -2,334 -11%
GM
27
GeoWealth Management
Illinois
$819K -$4.52K -100 -0.5%
AWM
28
AE Wealth Management
Kansas
$794K -$416K -9,192 -34%
AI
29
Atria Investments
North Carolina
$667K +$53.3K +1,179 +9%
FA
30
Fermata Advisors
California
$663K +$44.8K +992 +7%
GRP
31
Global Retirement Partners
California
$613K +$613K +13,555 New
LSIA
32
LaSalle St. Investment Advisors
Illinois
$600K +$25.1K +555 +4%
SCA
33
Snowden Capital Advisors
New York
$582K -$22.1K -488 -4%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$578K -$962K -21,273 -62%
PA
35
PFG Advisors
Arizona
$543K -$253K -5,605 -32%
PFA
36
Professional Financial Advisors
Nebraska
$529K -$55.6K -1,229 -10%
FPWM
37
FSB Premier Wealth Management
Iowa
$517K +$67.5K +1,493 +15%
PFA
38
Pinnacle Family Advisors
Missouri
$515K +$16K +353 +3%
PBF
39
Petix & Botte Financial
California
$477K
KAS
40
Kestra Advisory Services
Texas
$461K -$46.4K -1,027 -9%
RIS
41
Richmond Investment Services
Wisconsin
$457K +$228K +5,053 +100%
BWP
42
Balboa Wealth Partners
Arizona
$455K +$455K +10,059 New
SPIA
43
Steward Partners Investment Advisory
New York
$439K -$38.4K -849 -8%
TA
44
TFB Advisors
Kansas
$438K +$86.4K +1,911 +25%
HH
45
Hilltop Holdings
Texas
$433K +$12.3K +271 +3%
WIA
46
World Investment Advisors
California
$389K -$449K -9,931 -54%
SPC
47
Sigma Planning Corp
Michigan
$381K +$67.1K +1,485 +21%
AWM
48
Apollon Wealth Management
South Carolina
$358K +$27.8K +616 +8%
HFP
49
Holistic Financial Partners
Indiana
$348K -$479K -10,598 -58%
HI
50
Harbour Investments
Wisconsin
$344K -$1.55M -34,175 -82%