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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

79 hedge funds and large institutions have $125M invested in First Trust Managed Futures Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
38
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFFA
1
ALM First Financial Advisors
Texas
$11.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.76M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$827K
5
RL
5
Retireful LLC
Michigan
$811K

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
SW
2
Simplicity Wealth
New Jersey
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.02M
4
GM
4
GeoWealth Management
Illinois
$848K
5
AWS
5
Atria Wealth Solutions
New York
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
51
Hilltop Holdings
Texas
$453K +$11.8K +249 +3%
MML Investors Services
52
MML Investors Services
Massachusetts
$335K +$335K +7,049 New
CFGS
53
Concourse Financial Group Securities
Alabama
$325K +$22.7K +473 +8%
AWM
54
Apollon Wealth Management
South Carolina
$324K +$19.6K +411 +6%
PCS
55
Private Client Services
Kentucky
$282K +$64.4K +1,353 +30%
BWA
56
BlueChip Wealth Advisors
Georgia
$281K +$281K +5,908 New
HAS
57
HBW Advisory Services
California
$255K +$255K +5,359 New
RIS
58
Richmond Investment Services
Wisconsin
$248K +$248K +5,212 New
TA
59
TFB Advisors
Kansas
$247K +$247K +5,185 New
SAW
60
Signal Advisors Wealth
Michigan
$230K -$20.3K -427 -8%
MWM
61
Maripau Wealth Management
Indiana
$221K +$221K +4,639 New
MC
62
Moors & Cabot
Massachusetts
$202K +$202K +4,250 New
SIM
63
Synergy Investment Management
Florida
$187K +$187K +3,934 New
RIL
64
Rothschild Investment LLC
Illinois
$186K – – –
PS
65
Principal Securities
Iowa
$119K +$20.7K +435 +21%
TAM
66
Tucker Asset Management
Colorado
$107K +$29.3K +616 +38%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$92K -$91.7K -1,921 -50%
FFA
68
Farther Finance Advisors
California
$61.9K – – –
SWM
69
Spire Wealth Management
Virginia
$50.8K +$50.8K +1,068 New
LC
70
Luminist Capital
Michigan
$18.4K +$18.4K +387 New
PTC
71
Private Trust Company
Ohio
$12.5K +$12.5K +262 New
Q1WB
72
Quest 10 Wealth Builders
Virginia
$11.5K +$11.5K +241 New
GI
73
GAMMA Investing
California
$4.62K +$3.09K +65 +203%
SIS
74
Sound Income Strategies
Florida
$3.66K – – –
KIM
75
Kestra Investment Management
Texas
$2.51K +$2.51K +53 New
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