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First Trust Managed Futures Strategy Fund

82 hedge funds and large institutions have $181M invested in First Trust Managed Futures Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
26
Park Avenue Securities
New York
$1.16M
NW
27
NewEdge Wealth
Pennsylvania
$1.08M
GM
28
GeoWealth Management
Illinois
$1.01M
AWM
29
AE Wealth Management
Kansas
$927K
IWM
30
Iams Wealth Management
Nebraska
$921K
FA
31
Fermata Advisors
California
$877K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$779K
AI
33
Atria Investments
North Carolina
$760K
SCA
34
Snowden Capital Advisors
New York
$667K
HAS
35
HBW Advisory Services
California
$659K
LSIA
36
LaSalle St. Investment Advisors
Illinois
$644K
PFA
37
Pinnacle Family Advisors
Missouri
$566K
FPWM
38
FSB Premier Wealth Management
Iowa
$561K
KAS
39
Kestra Advisory Services
Texas
$553K
TWP
40
Triad Wealth Partners
Kansas
$547K
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$534K
BWP
42
Balboa Wealth Partners
Arizona
$508K
WIA
43
World Investment Advisors
California
$486K
PFA
44
Professional Financial Advisors
Nebraska
$484K
RIS
45
Richmond Investment Services
Wisconsin
$471K
HH
46
Hilltop Holdings
Texas
$469K
TA
47
TFB Advisors
Kansas
$423K
Truist Financial
48
Truist Financial
North Carolina
$402K
BWA
49
BlueChip Wealth Advisors
Georgia
$384K
AWM
50
Apollon Wealth Management
South Carolina
$382K