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First Trust Managed Futures Strategy Fund

78 hedge funds and large institutions have $152M invested in First Trust Managed Futures Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
31
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFA
51
Pinnacle Family Advisors
Missouri
$460K 9,393 +194 +2%
FPWM
52
FSB Premier Wealth Management
Iowa
$458K 9,341 +760 +9%
GVAG
53
Great Valley Advisor Group
Delaware
$453K 9,246 -35,534 -79%
AssetMark Inc
54
AssetMark Inc
California
$449K 9,167 +6,606 +258%
AAS
55
Ameritas Advisory Services
Nebraska
$434K 8,865 +8,865 New
RA
56
RFG Advisory
Alabama
$393K 8,026 -78 -1%
AWM
57
Avior Wealth Management
Nebraska
$362K 7,399 -1,017 -12%
MWM
58
Maripau Wealth Management
Indiana
$337K 6,871 -646 -9%
WCFA
59
Walkner Condon Financial Advisors
Wisconsin
$316K 6,449 +13 +0.2%
SPC
60
Sigma Planning Corp
Michigan
$297K 6,067 -291 -5%
CFGS
61
Concourse Financial Group Securities
Alabama
$271K 5,529 +166 +3%
TCA
62
Transcend Capital Advisors
New Jersey
$258K 5,263 -83 -2%
FIM
63
Freedom Investment Management
Connecticut
$258K 5,261 -1,286 -20%
CAM
64
Concorde Asset Management
Michigan
$251K 5,131 -98 -2%
SS
65
Simplicity Solutions
Minnesota
$245K 5,010 -114 -2%
DI
66
DFPG Investments
Utah
$217K 4,518 +4,518 New
CWA
67
Centennial Wealth Advisory
Michigan
$213K 4,341 +4,341 New
DADC
68
D.A. Davidson & Co
Montana
$211K 4,300
T
69
TRUADVICE
Florida
$207K 4,317 -1,501 -26%
HI
70
Harbour Investments
Wisconsin
$129K 2,624 +183 +7%
NS
71
NBC Securities
Alabama
$54K 1,122 +1,122 New
TAM
72
Tucker Asset Management
Colorado
$42.4K 866 +13 +2%
Comerica Bank
73
Comerica Bank
Texas
$42K 858 +858 New
BEI
74
Benjamin Edwards Inc
Missouri
$31K 634 -26 -4%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$6K 127 -1,174 -90%