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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

73 hedge funds and large institutions have $129M invested in First Trust Managed Futures Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
34
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAS
Coppell Advisory Solutions
Texas
$6.34M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.33M
3
First Trust Advisors
First Trust Advisors
Illinois
$4.57M
4
AssetMark Inc
AssetMark Inc
California
$4.66M
5
Raymond James Financial
Raymond James Financial
Florida
$3.67M

Top Sellers

1
AWA
Authentikos Wealth Advisory
California
$0
2
PAS
Park Avenue Securities
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
RL
Retireful LLC
Michigan
$0
5
AWM
AE Wealth Management
Kansas
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
51
BlueChip Wealth Advisors
Georgia
$296K +$23.1K +501 +8%
PCS
52
Private Client Services
Kentucky
$280K +$7.06K +153 +3%
SAW
53
Signal Advisors Wealth
Michigan
$256K +$32.7K +710 +15%
WI
54
WBI Investments
New Jersey
$249K +$249K +5,392 New
RIS
55
Richmond Investment Services
Wisconsin
$233K -$7.7K -167 -3%
OFS
56
OneAscent Financial Services
Alabama
$207K +$207K +4,487 New
MWM
57
Maripau Wealth Management
Indiana
$206K -$7.66K -166 -4%
SIM
58
Synergy Investment Management
Florida
$189K +$7.15K +155 +4%
RIL
59
Rothschild Investment LLC
Illinois
$180K – – –
PS
60
Principal Securities
Iowa
$119K – – –
RF
61
Rossby Financial
Florida
$90.5K +$90.5K +1,992 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$75K -$13.4K -292 -15%
SWM
63
Spire Wealth Management
Virginia
$46.3K -$2.95K -64 -6%
CA
64
CoreCap Advisors
Michigan
$32.3K +$32.3K +700 New
LRWM
65
Lord & Richards Wealth Management
Colorado
$30.9K +$30.9K +670 New
LC
66
Luminist Capital
Michigan
$17.9K – – –
Morgan Stanley
67
Morgan Stanley
New York
$13K +$12.4K +269 +2,445%
FFA
68
Farther Finance Advisors
California
$10.9K -$49.2K -1,065 -82%
Q1WB
69
Quest 10 Wealth Builders
Virginia
$10.2K -$876 -19 -8%
SIS
70
Sound Income Strategies
Florida
$3.55K – – –
GI
71
GAMMA Investing
California
$1.48K -$3K -65 -67%
UBS Group
72
UBS Group
Switzerland
$1.15K +$1.15K +25 New
T
73
Transce3nd
Texas
$415 +$277 +6 +200%
AWA
74
Authentikos Wealth Advisory
California
– -$2.46M -51,731 Closed
PAS
75
Park Avenue Securities
New York
– -$1.11M -23,240 Closed
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