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First Trust Managed Futures Strategy Fund

78 hedge funds and large institutions have $120M invested in First Trust Managed Futures Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
36
Reduced
24
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
51
Virtue Capital Management
Tennessee
$468K -$8.94K -179 -2%
CW
52
CreativeOne Wealth
Kansas
$444K +$172K +3,406 +63%
RA
53
RFG Advisory
Alabama
$422K +$14.7K +291 +4%
CFGS
54
Concourse Financial Group Securities
Alabama
$325K +$28.8K +570 +10%
MWM
55
Maripau Wealth Management
Indiana
$308K +$9.46K +187 +3%
SAW
56
Signal Advisors Wealth
Michigan
$308K +$9.46K +187 +3%
PBF
57
Petix & Botte Financial
California
$267K -$267K -5,275 -50%
SA
58
SpiderRock Advisors
Delaware
$262K +$262K +5,211 New
AWM
59
Apollon Wealth Management
South Carolina
$246K +$246K +4,862 New
AAS
60
Ameritas Advisory Services
Nebraska
$238K -$65.8K -1,302 -22%
DAS
61
Diversify Advisory Services
Utah
$228K +$228K +4,518 New
DADC
62
D.A. Davidson & Co
Montana
$217K +$217K +4,300 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$214K -$81.8K -1,615 -28%
PA
64
PFG Advisors
Arizona
$212K -$26.9K -532 -11%
PAG
65
Private Advisor Group
New Jersey
$205K +$205K +4,054 New
RIL
66
Rothschild Investment LLC
Illinois
$197K +$197K +3,900 New
HI
67
Harbour Investments
Wisconsin
$149K +$6.22K +123 +4%
UBS Group
68
UBS Group
Switzerland
$60.8K -$7.28K -144 -11%
PS
69
Principal Securities
Iowa
$56.9K +$6.52K +129 +13%
TAM
70
Tucker Asset Management
Colorado
$51.1K +$15.7K +311 +44%
BEI
71
Benjamin Edwards Inc
Missouri
$33K -$1.63K -32 -5%
FGAM
72
Financial Gravity Asset Management
Texas
$9K +$9K +178 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$6K -$102 -2 -2%
IRC
74
Investors Research Corp
Georgia
$5.56K +$5.56K +110 New
NS
75
NBC Securities
Alabama
$2K -$2.88K -69 -59%