First Trust Managed Futures Strategy Fund
FMF
12 hedge funds and large institutions have $6.61M invested in First Trust Managed Futures Strategy Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
222% more capital invested
Capital invested by funds: $2.05M → $6.61M (+$4.56M)
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more funds holding
Funds holding: 9 → 12 (+3)
21.4% more ownership
Funds ownership: 22.3% → 43.69% (+21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$930K |
| 3 |
LPL Financial
San Diego,
California
|
+$38.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$28.6K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$5.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$493K |
| 2 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$5K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$147 |
FMF Hedge Fund Activity: Q3 2018 in Review
12 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q3 2018, worth a combined $6.61M — up 222% from $2.05M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FMF positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $3.8M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $493K sold.
- 12 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q3 2018, up from 9 in Q2 2018.
- Funds reported $6.61M of First Trust Managed Futures Strategy Fund stock for Q3 2018, up 222% quarter-over-quarter.
- 5 funds opened new First Trust Managed Futures Strategy Fund positions in Q3 2018 and 2 closed out, a net change of +3 holders.
- The largest First Trust Managed Futures Strategy Fund buyer in Q3 2018 was Envestnet Asset Management, an estimated $3.8M added.
- The largest First Trust Managed Futures Strategy Fund seller in Q3 2018 was Cornerstone Wealth Management, an estimated $493K sold.
Based on aggregated 13F filings for Q3 2018.