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First Trust Managed Futures Strategy Fund

82 hedge funds and large institutions have $152M invested in First Trust Managed Futures Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
34
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
76
Wells Fargo
California
$18.1K
BAM
77
Belpointe Asset Management
Nevada
$12K -$7.62K -162 -39%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$10.8K +$10.8K +229 New
PA
79
Parallel Advisors
California
$9.4K
FHA
80
First Horizon Advisors
Tennessee
$1.6K -$6.72K -143 -81%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$1.17K -$1.28K -27,333 -52%
NA
82
NewEdge Advisors
Louisiana
$987 -$3.85K -82 -80%
RWM
83
Refined Wealth Management
Utah
-$6.97M -146,389 Closed
State Street
84
State Street
Massachusetts
-$4.49M -94,419 Closed
Truist Financial
85
Truist Financial
North Carolina
-$3.37M -70,769 Closed
FHA
86
Flagship Harbor Advisors
Massachusetts
-$2.65M -55,586 Closed
TPCW
87
TD Private Client Wealth
New York
-$778K -16,346 Closed
SG
88
StoneX Group
New York
-$519K -10,903 Closed
HighTower Advisors
89
HighTower Advisors
Illinois
-$387K -8,149 Closed
PFS
90
Prospera Financial Services
Texas
-$373K -7,829 Closed
FHC
91
First Heartland Consultants
Missouri
-$282K -5,915 Closed
Citadel Advisors
92
Citadel Advisors
Florida
-$252K -5,304 Closed
CAM
93
Concorde Asset Management
Michigan
-$250K -5,246 Closed
AFP
94
Ausdal Financial Partners
Iowa
-$211K -4,425 Closed
VAS
95
Vestmark Advisory Solutions
Massachusetts
-$201K -4,226 Closed
UBS Group
96
UBS Group
Switzerland
-$20.9K -440 Closed
CWA
97
Clearview Wealth Advisors
Oregon
-$6.27K -131 Closed
FGAM
98
Financial Gravity Asset Management
Texas
-$9.3K -48 Closed