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First Trust Managed Futures Strategy Fund

72 hedge funds and large institutions have $134M invested in First Trust Managed Futures Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
31
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TW
51
Trajan Wealth
Arizona
$331K -$60.6K -1,341 -15%
BWA
52
BlueChip Wealth Advisors
Georgia
$290K
PCS
53
Private Client Services
Kentucky
$274K -$543 -12 -0.2%
TFP
54
Traction Financial Partners
Wyoming
$251K +$251K +5,544 New
SAW
55
Signal Advisors Wealth
Michigan
$247K -$4.02K -89 -2%
WI
56
WBI Investments
New Jersey
$238K -$5.79K -128 -2%
MWM
57
Maripau Wealth Management
Indiana
$223K +$20.9K +463 +10%
OFS
58
OneAscent Financial Services
Alabama
$207K +$4.34K +96 +2%
RIL
59
Rothschild Investment LLC
Illinois
$176K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$143K +$69.3K +1,538 +94%
PS
61
Principal Securities
Iowa
$128K +$15.5K +342 +14%
RF
62
Rossby Financial
Florida
$90.1K
CA
63
CoreCap Advisors
Michigan
$50.8K +$19.2K +424 +61%
SWM
64
Spire Wealth Management
Virginia
$45.4K
US Bancorp
65
US Bancorp
Minnesota
$24.5K +$24.5K +543 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$18K +$18K +405 New
LC
67
Luminist Capital
Michigan
$17.5K
FFA
68
Farther Finance Advisors
California
$10.6K
AAS
69
Ameritas Advisory Services
Nebraska
$2.8K +$2.8K +62 New
Wells Fargo
70
Wells Fargo
California
$1.09K +$1.09K +24 New
T
71
Transce3nd
Texas
$723 +$316 +7 +78%
Morgan Stanley
72
Morgan Stanley
New York
$473 -$12.8K -270 -96%
AWS
73
Atria Wealth Solutions
New York
-$923K -20,016 Closed
VCM
74
Virtue Capital Management
Tennessee
-$401K -8,668 Closed
SIM
75
Synergy Investment Management
Florida
-$189K -4,089 Closed