FMF icon

First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

45 hedge funds and large institutions have $47.1M invested in First Trust Managed Futures Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
24
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.67M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.53M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$343K

Top Sellers

1
CWA
1
Choice Wealth Advisors
Maine
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.08M
3
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$0
4
SPC
4
Sigma Planning Corp
Michigan
$396K
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.4M 295,142 +38,372 +15%
LPL Financial
2
LPL Financial
California
$5.05M 111,285 +5,723 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.53M 99,586 +15,461 +18%
Jane Street
4
Jane Street
New York
$3.6M 79,322 +79,322 New
AAS
5
Avantax Advisory Services
Texas
$2.72M 59,863 +755 +1%
IA
6
IFP Advisors
Florida
$1.99M 43,899 +1,009 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.67M 36,841 +36,841 New
KPWS
8
Kestra Private Wealth Services
Texas
$1.54M 33,982 +430 +1%
AFP
9
Ausdal Financial Partners
Iowa
$1.46M 32,139 +2,704 +9%
CIM
10
Cambria Investment Management
California
$1.14M 25,144 – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.08M 23,737 -22,751 -49%
SG
12
StoneX Group
New York
$788K 17,349 +207 +1%
CFGS
13
Concourse Financial Group Securities
Alabama
$700K 15,415 -1,970 -11%
AWM
14
AE Wealth Management
Kansas
$648K 14,270 +1,856 +15%
SWM
15
Spire Wealth Management
Virginia
$577K 12,696 -115 -0.9%
HI
16
Harbour Investments
Wisconsin
$457K 10,059 -58 -0.6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$457K 10,052 +4,965 +98%
SCFS
18
S.C. Financial Services
Arizona
$428K 9,405 +9,405 New
SPC
19
Sigma Planning Corp
Michigan
$396K 8,717 -7,119 -45%
PFA
20
Pinnacle Family Advisors
Missouri
$391K 8,617 +989 +13%
FA
21
Fermata Advisors
California
$358K 7,883 -4,100 -34%
RJA
22
Raymond James & Associates
Florida
$354K 7,788 +147 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$348K 7,679 +673 +10%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$347K 7,650 +1,759 +30%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$343K 7,409 +7,409 New
1
2 3