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First Trust Managed Futures Strategy Fund
FMF

14 hedge funds and large institutions have $6.08M invested in First Trust Managed Futures Strategy Fund in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.26% more ownership

Funds ownership: 43.99% → 54.26% (+10%)

1% more capital invested

Capital invested by funds: $6.02M → $6.08M (+$55K)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

7% less funds holding

Funds holding: 15 → 14 (-1)

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$796K
2
LPL Financial
LPL Financial
California
+$15.9K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.71K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.61K
5
CFGS
Concourse Financial Group Securities
Alabama
+$404

Top Sellers

1
BTS
BB&T Securities
Virginia
-$355K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$207K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$61.3K
4
UBS Group
UBS Group
Switzerland
-$37.1K
5
MOS
MGO One Seven
Ohio
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.24M -$61.3K -1,364 -2%
Citadel Advisors
2
Citadel Advisors
Florida
$1.11M +$796K +17,717 +251%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$926K -$207K -4,604 -18%
LPL Financial
4
LPL Financial
California
$489K +$15.9K +355 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$172K +$5.61K +125 +3%
CFGS
6
Concourse Financial Group Securities
Alabama
$48K +$404 +9 +0.8%
UBS Group
7
UBS Group
Switzerland
$35K -$37.1K -826 -52%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$23K -$45 -1 -0.2%
CWA
9
Clarus Wealth Advisors
Arizona
$11K – – –
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.71K +194 New
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$7K – – –
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
IA
13
IFP Advisors
Florida
$2K – – –
FGAM
14
Financial Gravity Asset Management
Texas
$2K +$1.8K +40 New
BTS
15
BB&T Securities
Virginia
– -$355K -7,793 Closed
MOS
16
MGO One Seven
Ohio
– -$7K -157 Closed

FMF Hedge Fund Activity: Q1 2019 in Review

14 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q1 2019, worth a combined $6.08M — up 0.91% from $6.02M a quarter earlier.

Fund positioning in FMF was balanced in Q1 2019: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 4 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $796K. The largest seller was BB&T Securities, exiting entirely with an estimated $355K sold.

  • 14 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q1 2019, down from 15 in Q4 2018.
  • Funds reported $6.08M of First Trust Managed Futures Strategy Fund stock for Q1 2019, up 0.91% quarter-over-quarter.
  • 2 funds opened new First Trust Managed Futures Strategy Fund positions in Q1 2019 and 2 closed out, a net change of 0 holders.
  • The largest First Trust Managed Futures Strategy Fund buyer in Q1 2019 was Citadel Advisors, an estimated $796K added.
  • The largest First Trust Managed Futures Strategy Fund seller in Q1 2019 was BB&T Securities, an estimated $355K sold.

Based on aggregated 13F filings for Q1 2019.