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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

43 hedge funds and large institutions have $48M invested in First Trust Managed Futures Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
22
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Choice Wealth Advisors
Maine
$6.13M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.99M
4
SWM
4
Spire Wealth Management
Virginia
$609K
5
IA
5
IFP Advisors
Florida
$2.04M

Top Sellers

1
VWA
1
V Wealth Advisors
Kansas
$0
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$242K
4
HWM
4
Holloway Wealth Management
Florida
$231K
5
SB
5
Strategic Blueprint
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.2M 256,770 +24,399 +11%
CWA
2
Choice Wealth Advisors
Maine
$6.13M 25,979 +25,979 New
LPL Financial
3
LPL Financial
California
$5.02M 105,562 +2,848 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.99M 84,125 +15,444 +22%
AAS
5
Avantax Advisory Services
Texas
$2.81M 59,108 -715 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.21M 46,488 +5,871 +14%
IA
7
IFP Advisors
Florida
$2.04M 42,890 +6,454 +18%
KPWS
8
Kestra Private Wealth Services
Texas
$1.6M 33,552 +2,019 +6%
AFP
9
Ausdal Financial Partners
Iowa
$1.4M 29,435 -940 -3%
CIM
10
Cambria Investment Management
California
$1.2M 25,144 – –
CFGS
11
Concourse Financial Group Securities
Alabama
$826K 17,385 +4,900 +39%
SG
12
StoneX Group
New York
$815K 17,142 -1,296 -7%
SPC
13
Sigma Planning Corp
Michigan
$753K 15,836 +888 +6%
SWM
14
Spire Wealth Management
Virginia
$609K 12,811 +11,806 +1,175%
AWM
15
AE Wealth Management
Kansas
$590K 12,414 +813 +7%
FA
16
Fermata Advisors
California
$570K 11,983 +4,416 +58%
HI
17
Harbour Investments
Wisconsin
$481K 10,117 +1 +0%
PFA
18
Pinnacle Family Advisors
Missouri
$363K 7,628 -55 -0.7%
RJA
19
Raymond James & Associates
Florida
$363K 7,641 +633 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$333K 7,006 +963 +16%
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$330K 6,946 +68 +1%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$310K 6,528 +155 +2%
SCA
23
Snowden Capital Advisors
New York
$282K 5,927 – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$280K 5,891 +897 +18%
CAM
25
Concorde Asset Management
Michigan
$264K 5,550 +11 +0.2%
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