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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

30 hedge funds and large institutions have $23.7M invested in First Trust Managed Futures Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
1
Cambria Investment Management
California
$1.13M
2
LPL Financial
2
LPL Financial
California
$1.55M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.83M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.24M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.39M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$457K
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
CAN
3
Cetera Advisor Networks
California
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.16M
5
FAAS
5
First Allied Advisory Services
California
$237K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.24M 166,173 +9,746 +6%
AAS
2
Avantax Advisory Services
Texas
$2.09M 48,175 +4,849 +11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.83M 42,042 +13,205 +46%
LPL Financial
4
LPL Financial
California
$1.55M 35,675 +15,669 +78%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.39M 31,739 +5,827 +22%
KPWS
6
Kestra Private Wealth Services
Texas
$1.25M 28,821 +28,821 New
IA
7
IFP Advisors
Florida
$1.22M 27,960 +3,811 +16%
Citadel Advisors
8
Citadel Advisors
Florida
$1.16M 26,534 -1,435 -5%
CIM
9
Cambria Investment Management
California
$1.13M 25,901 +16,186 +167%
SS
10
Simplicity Solutions
Minnesota
$728K 16,728 +5,869 +54%
SPC
11
Sigma Planning Corp
Michigan
$639K 14,669 +5,222 +55%
AWM
12
AE Wealth Management
Kansas
$541K 12,428 +832 +7%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$457K 10,483 -17,344 -62%
CFGS
14
Concourse Financial Group Securities
Alabama
$353K 8,100 +918 +13%
RA
15
RFG Advisory
Alabama
$320K 7,336 +235 +3%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$247K 5,666 +615 +12%
FAAS
17
First Allied Advisory Services
California
$237K 5,430 -742 -12%
SCA
18
Snowden Capital Advisors
New York
$236K 5,413 +5,413 New
BFEC
19
Benjamin F. Edwards & Company
Missouri
$230K 5,284 +645 +14%
CAM
20
Concorde Asset Management
Michigan
$224K 5,145 -1 -0%
RJA
21
Raymond James & Associates
Florida
$218K 4,994 +4,994 New
DADC
22
D.A. Davidson & Co
Montana
$205K 4,700 -386 -8%
SFS
23
Sowell Financial Services
Arkansas
$115K 2,642 -36 -1%
NFG
24
Next Financial Group
Texas
$26K 599 +599 New
BEI
25
Benjamin Edwards Inc
Missouri
$21K 484 +190 +65%
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