FMF icon

First Trust Managed Futures Strategy Fund

82 hedge funds and large institutions have $152M invested in First Trust Managed Futures Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
34
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$334K -$575K -12,224 -63%
BRWA
52
B. Riley Wealth Advisors
Florida
$328K +$328K +6,973 New
CFGS
53
Concourse Financial Group Securities
Alabama
$313K +$16.1K +342 +5%
FH
54
FWG Holdings
Florida
$306K -$394K -8,391 -56%
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$306K +$8.13K +173 +3%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$295K +$295K +6,282 New
EH
57
Equitable Holdings
New York
$294K -$161K -3,425 -35%
OIA
58
OneDigital Investment Advisors
Kansas
$281K +$76.6K +1,630 +37%
MC
59
Moors & Cabot
Massachusetts
$277K +$51.7K +1,100 +23%
FA
60
Fermata Advisors
California
$269K -$1.38M -29,342 -84%
First Trust Advisors
61
First Trust Advisors
Illinois
$249K +$249K +5,292 New
PBF
62
Petix & Botte Financial
California
$248K +$248K +5,275 New
SS
63
Simplicity Solutions
Minnesota
$243K -$752 -16 -0.3%
FPWM
64
FSB Premier Wealth Management
Iowa
$242K -$64.2K -1,365 -21%
TCA
65
Transcend Capital Advisors
New Jersey
$241K +$17.7K +376 +8%
VCM
66
Virtue Capital Management
Tennessee
$235K +$235K +4,945 New
FIM
67
Freedom Investment Management
Connecticut
$235K -$109K -2,329 -32%
PVI
68
Pine Valley Investments
New Jersey
$224K +$224K +4,699 New
DADC
69
D.A. Davidson & Co
Montana
$202K -$61.6K -1,310 -23%
BEI
70
Benjamin Edwards Inc
Missouri
$110K +$82.2K +1,755 +295%
ASN
71
Advisory Services Network
Georgia
$91.6K +$2.49K +53 +3%
HI
72
Harbour Investments
Wisconsin
$79.2K +$5.45K +116 +7%
GRP
73
Global Retirement Partners
California
$68.4K +$144 +3 +0.2%
CFD
74
Creative Financial Designs
Indiana
$37.6K
TAM
75
Tucker Asset Management
Colorado
$33.7K +$3.86K +82 +13%