First Trust Managed Futures Strategy Fund
FMF
9 hedge funds and large institutions have $2.05M invested in First Trust Managed Futures Strategy Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
131% more capital invested
Capital invested by funds: $888K → $2.05M (+$1.16M)
14.82% more ownership
Funds ownership: 7.48% → 22.3% (+15%)
13% more funds holding
Funds holding: 8 → 9 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$572K |
| 3 |
LPL Financial
San Diego,
California
|
+$67.7K |
| 4 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$12K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.68K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.03M | +$572K | +11,932 | +127% |
|
|
CWM
2
Cornerstone Wealth Management
St. Peters,
Missouri
| $493K | +$1.14M | +23,669 | New |
|
|
3
LPL Financial
San Diego,
California
| $491K | +$67.7K | +1,412 | +16% |
|
|
CWA
4
Clarus Wealth Advisors
Peoria,
Arizona
| $12K | +$12K | +250 | New |
|
5
Fifth Third Bancorp
Cincinnati,
Ohio
| $8K | – | – | – |
|
|
BCA
6
Bay Colony Advisors
Concord,
Massachusetts
| $5K | +$4.99K | +104 | New |
|
|
FGAM
7
Financial Gravity Asset Management
Lakeway,
Texas
| $2K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | – | – | – |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $2K | +$1.68K | +35 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$9K | -181 | Closed |
|
FMF Hedge Fund Activity: Q2 2018 in Review
9 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q2 2018, worth a combined $2.05M — up 131% from $888K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FMF positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $1.14M. The largest seller was UBS Group, exiting entirely with an estimated $9K sold.
- 9 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q2 2018, up from 8 in Q1 2018.
- Funds reported $2.05M of First Trust Managed Futures Strategy Fund stock for Q2 2018, up 131% quarter-over-quarter.
- 4 funds opened new First Trust Managed Futures Strategy Fund positions in Q2 2018 and 1 closed out, a net change of +3 holders.
- The largest First Trust Managed Futures Strategy Fund buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.14M added.
- The largest First Trust Managed Futures Strategy Fund seller in Q2 2018 was UBS Group, an estimated $9K sold.
Based on aggregated 13F filings for Q2 2018.