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First Trust Managed Futures Strategy Fund

82 hedge funds and large institutions have $181M invested in First Trust Managed Futures Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 19

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $154M → $181M (+$27M)

8% more funds holding

Funds holding: 7682 (+6)

3.18% more ownership

Funds ownership: 83.25%86.43% (+3.2%)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
43
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
51
First Heartland Consultants
Missouri
$356K +$367K +7,566 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$355K +$248K +5,116 +211%
MML Investors Services
53
MML Investors Services
Massachusetts
$343K +$353K +7,284 New
HI
54
Harbour Investments
Wisconsin
$301K -$7.17K -148 -2%
PCS
55
Private Client Services
Kentucky
$285K
SAW
56
Signal Advisors Wealth
Michigan
$280K +$4.26K +88 +1%
TW
57
Trajan Wealth
Arizona
$266K -$8.87K -183 -3%
AAS
58
Asset Allocation Strategies
Michigan
$260K +$268K +5,535 New
WI
59
WBI Investments
New Jersey
$250K -$3.29K -68 -1%
MWM
60
Maripau Wealth Management
Indiana
$238K +$4.26K +88 +2%
OFS
61
OneAscent Financial Services
Alabama
$237K +$3.25K +67 +1%
GRP
62
Global Retirement Partners
California
$233K -$470K -9,703 -66%
SPIA
63
Steward Partners Investment Advisory
New York
$225K -$149K -3,065 -39%
PA
64
PFG Advisors
Arizona
$219K -$151K -3,117 -40%
HFP
65
Holistic Financial Partners
Indiana
$210K -$45.7K -943 -17%
OWM
66
Omnitrust Wealth Management
Florida
$206K +$212K +4,371 New
SIM
67
Synergy Investment Management
Florida
$203K +$6.88K +142 +3%
SOS
68
Silver Oak Securities
Tennessee
$184K +$190K +3,918 New
RIL
69
Rothschild Investment LLC
Illinois
$183K
TAM
70
Tucker Asset Management
Colorado
$183K +$188K +3,887 New
RF
71
Rossby Financial
Florida
$178K -$14.4K -298 -7%
CA
72
CoreCap Advisors
Michigan
$61.3K +$8.24K +170 +15%
CFB
73
Cullen/Frost Bankers
Texas
$28.9K +$7.03K +145 +31%
SIS
74
Sound Income Strategies
Florida
$25.9K +$25.8K +533 New
SEP
75
Signature Equity Partners
Ohio
$22.6K +$23.3K +480 New