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First Trust Managed Futures Strategy Fund

81 hedge funds and large institutions have $129M invested in First Trust Managed Futures Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
30
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
51
RFG Advisory
Alabama
$371K +$876 +19 +0.2%
GVAG
52
Great Valley Advisor Group
Delaware
$295K -$131K -2,838 -31%
BRWA
53
B. Riley Wealth Advisors
Florida
$284K -$237K -5,141 -45%
AAS
54
Ameritas Advisory Services
Nebraska
$278K -$132K -2,851 -32%
MWM
55
Maripau Wealth Management
Indiana
$272K -$44.5K -964 -14%
SAW
56
Signal Advisors Wealth
Michigan
$272K +$272K +5,907 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$270K -$495K -10,717 -65%
CFGS
58
Concourse Financial Group Securities
Alabama
$270K +$14.8K +320 +6%
MML Investors Services
59
MML Investors Services
Massachusetts
$253K +$253K +5,489 New
CW
60
CreativeOne Wealth
Kansas
$248K +$248K +5,368 New
CAM
61
Concorde Asset Management
Michigan
$230K -$6.13K -133 -3%
SS
62
Simplicity Solutions
Minnesota
$226K -$4.84K -105 -2%
PA
63
PFG Advisors
Arizona
$218K -$1.44M -31,231 -87%
AFP
64
Ausdal Financial Partners
Iowa
$217K +$217K +4,714 New
DI
65
DFPG Investments
Utah
$209K
WCFA
66
Walkner Condon Financial Advisors
Wisconsin
$204K -$93.3K -2,023 -31%
RFG
67
REAP Financial Group
Texas
$130K +$130K +2,828 New
HI
68
Harbour Investments
Wisconsin
$130K +$8.9K +193 +7%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$71.5K -$2.26M -48,071 -97%
UBS Group
70
UBS Group
Switzerland
$62.1K +$62.1K +1,346 New
FHA
71
First Horizon Advisors
Tennessee
$56.5K +$54.7K +1,186 +3,041%
PS
72
Principal Securities
Iowa
$45.9K +$45.9K +996 New
TAM
73
Tucker Asset Management
Colorado
$32.2K -$7.7K -167 -19%
BEI
74
Benjamin Edwards Inc
Missouri
$31K +$2.18K +48 +8%
AWM
75
Avior Wealth Management
Nebraska
$6.78K -$334K -7,252 -98%