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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

126% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 19

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $154M → $181M (+$27M)

8% more funds holding

Funds holding: 7682 (+6)

3.18% more ownership

Funds ownership: 83.25%86.43% (+3.2%)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
43
Reduced
19
Closed
7
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 -$6.83K -141 -0.6%
NW
27
NewEdge Wealth
Pennsylvania
$1.08M -$13.4K -277 -1%
GM
28
GeoWealth Management
Illinois
$1.01M +$110K +2,270 +12%
AWM
29
AE Wealth Management
Kansas
$927K +$14K +288 +1%
IWM
30
Iams Wealth Management
Nebraska
$921K -$52.7K -1,088 -5%
FA
31
Fermata Advisors
California
$877K +$149K +3,082 +20%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$779K -$40.4K -833 -5%
AI
33
Atria Investments
North Carolina
$760K +$58.3K +1,204 +8%
SCA
34
Snowden Capital Advisors
New York
$667K -$16.3K -337 -2%
WIA
35
World Investment Advisors
California
$664K +$211K +4,352 +45%
HAS
36
HBW Advisory Services
California
$659K +$461K +9,517 +212%
LSIA
37
LaSalle St. Investment Advisors
Illinois
$644K +$1.79K +37 +0.3%
PFA
38
Pinnacle Family Advisors
Missouri
$566K -$1.89K -39 -0.3%
FPWM
39
FSB Premier Wealth Management
Iowa
$561K -$11.7K -241 -2%
KAS
40
Kestra Advisory Services
Texas
$553K +$85.4K +1,762 +18%
TWP
41
Triad Wealth Partners
Kansas
$547K +$563K +11,629 New
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$534K +$27.5K +567 +5%
BWP
43
Balboa Wealth Partners
Arizona
$508K +$11.5K +238 +2%
PFA
44
Professional Financial Advisors
Nebraska
$484K -$15K -309 -3%
RIS
45
Richmond Investment Services
Wisconsin
$471K +$2.96K +61 +0.6%
HH
46
Hilltop Holdings
Texas
$469K +$5.18K +107 +1%
TA
47
TFB Advisors
Kansas
$423K +$25.4K +525 +6%
Truist Financial
48
Truist Financial
North Carolina
$402K +$414K +8,545 New
BWA
49
BlueChip Wealth Advisors
Georgia
$384K
AWM
50
Apollon Wealth Management
South Carolina
$382K -$630 -13 -0.2%