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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

78 hedge funds and large institutions have $148M invested in First Trust Managed Futures Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
39
Reduced
26
Closed
11
Calls
–
Puts
$2.79M
Net Calls
-$2.79M
Net Calls Change
-$2.79M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.87M
3
LPL Financial
3
LPL Financial
California
$13.7M
4
TAM
4
TCP Asset Management
Ohio
$5.27M
5
AWM
5
Apollon Wealth Management
South Carolina
$977K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$1.12M
2
Jane Street
2
Jane Street
New York
$6.27M
3
MWM
3
Moran Wealth Management
Florida
$0
4
SPC
4
Sigma Planning Corp
Michigan
$304K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$62K
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
51
RFG Advisory
Alabama
$387K +$8.22K +172 +2%
OIA
52
OneDigital Investment Advisors
Kansas
$383K +$96.7K +2,023 +34%
MWM
53
Maripau Wealth Management
Indiana
$359K +$3.83K +80 +1%
FIM
54
Freedom Investment Management
Connecticut
$313K +$74.1K +1,550 +31%
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$308K -$3.11K -65 -1%
SPC
56
Sigma Planning Corp
Michigan
$304K -$777K -16,256 -72%
T
57
TRUADVICE
Florida
$282K -$111K -2,294 -28%
CFGS
58
Concourse Financial Group Securities
Alabama
$256K -$61.5K -1,286 -19%
TCA
59
Transcend Capital Advisors
New Jersey
$256K +$10.8K +225 +4%
CAM
60
Concorde Asset Management
Michigan
$250K +$250K +5,229 New
PVI
61
Pine Valley Investments
New Jersey
$250K +$25.2K +526 +11%
First Trust Advisors
62
First Trust Advisors
Illinois
$247K -$6.31K -132 -2%
SS
63
Simplicity Solutions
Minnesota
$245K -$2.58K -54 -1%
FH
64
FWG Holdings
Florida
$228K -$87.6K -1,810 -28%
VAS
65
Vestmark Advisory Solutions
Massachusetts
$213K +$213K +4,455 New
DADC
66
D.A. Davidson & Co
Montana
$206K – – –
AssetMark Inc
67
AssetMark Inc
California
$122K +$122K +2,561 New
HI
68
Harbour Investments
Wisconsin
$117K +$36.1K +756 +45%
GRP
69
Global Retirement Partners
California
$70.9K +$2.53K +53 +4%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$62K -$525K -11,022 -89%
TAM
71
Tucker Asset Management
Colorado
$40.8K +$6.5K +136 +19%
CFD
72
Creative Financial Designs
Indiana
$38.2K – – –
BEI
73
Benjamin Edwards Inc
Missouri
$32K -$81.9K -1,689 -72%
Wells Fargo
74
Wells Fargo
California
$18.4K – – –
FGAM
75
Financial Gravity Asset Management
Texas
$9.07K +$9.07K +48 New
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3
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