FMF icon

First Trust Managed Futures Strategy Fund

87 hedge funds and large institutions have $176M invested in First Trust Managed Futures Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+17
Holders Change %
+24.29%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
28
Increased
37
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$392K +$476 +10 +0.1%
HighTower Advisors
52
HighTower Advisors
Illinois
$387K -$12.7M -268,057 -97%
PFS
53
Prospera Financial Services
Texas
$373K -$64.5K -1,355 -15%
RA
54
RFG Advisory
Alabama
$370K +$145K +3,082 +64%
MWM
55
Maripau Wealth Management
Indiana
$356K +$63.1K +1,331 +22%
FIM
56
Freedom Investment Management
Connecticut
$349K -$39.1K -822 -10%
FPWM
57
FSB Premier Wealth Management
Iowa
$310K +$13.8K +289 +5%
WCFA
58
Walkner Condon Financial Advisors
Wisconsin
$301K +$9.33K +196 +3%
CFGS
59
Concourse Financial Group Securities
Alabama
$300K +$5.14K +108 +2%
FHC
60
First Heartland Consultants
Missouri
$282K +$282K +5,915 New
DADC
61
D.A. Davidson & Co
Montana
$268K
Citadel Advisors
62
Citadel Advisors
Florida
$252K +$252K +5,304 New
CAM
63
Concorde Asset Management
Michigan
$250K +$20.3K +426 +9%
SS
64
Simplicity Solutions
Minnesota
$247K +$16.5K +346 +7%
MC
65
Moors & Cabot
Massachusetts
$228K +$14.3K +300 +7%
GWP
66
Gateway Wealth Partners
Wisconsin
$228K +$228K +4,793 New
TCA
67
Transcend Capital Advisors
New Jersey
$226K +$35.5K +746 +19%
AFP
68
Ausdal Financial Partners
Iowa
$211K -$1.64M -34,523 -89%
OIA
69
OneDigital Investment Advisors
Kansas
$207K +$207K +4,350 New
VAS
70
Vestmark Advisory Solutions
Massachusetts
$201K +$201K +4,226 New
ASN
71
Advisory Services Network
Georgia
$90.2K -$519K -10,899 -85%
HI
72
Harbour Investments
Wisconsin
$74.7K -$9K -189 -11%
GRP
73
Global Retirement Partners
California
$67.9K +$238 +5 +0.4%
CFD
74
Creative Financial Designs
Indiana
$38.1K
TAM
75
Tucker Asset Management
Colorado
$30.5K +$673 +14 +2%