FMF icon

First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

48 hedge funds and large institutions have $67.2M invested in First Trust Managed Futures Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% 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
12
Increased
25
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWM
1
Refined Wealth Management
Utah
$8.21M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.6M
3
IA
3
IFP Advisors
Florida
$4.47M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.46M
5
LPL Financial
5
LPL Financial
California
$6.06M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.37M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$416K
3
CFGS
3
Concourse Financial Group Securities
Alabama
$240K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.6M 360,907 +65,765 +22%
RWM
2
Refined Wealth Management
Utah
$8.21M 168,127 +168,127 New
Osaic Holdings
3
Osaic Holdings
Arizona
$7.46M 111,734 +12,148 +12%
LPL Financial
4
LPL Financial
California
$6.06M 124,175 +12,890 +12%
IA
5
IFP Advisors
Florida
$4.47M 93,688 +49,789 +113%
AAS
6
Avantax Advisory Services
Texas
$3.26M 66,810 +6,947 +12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.83M 37,485 +644 +2%
KPWS
8
Kestra Private Wealth Services
Texas
$1.79M 36,568 +2,586 +8%
AFP
9
Ausdal Financial Partners
Iowa
$1.67M 34,212 +2,073 +6%
Jane Street
10
Jane Street
New York
$1.37M 27,984 -51,338 -65%
CIM
11
Cambria Investment Management
California
$1.34M 27,415 +2,271 +9%
AWS
12
Atria Wealth Solutions
New York
$812K 16,632 +16,632 New
SG
13
StoneX Group
New York
$787K 16,122 -1,227 -7%
AWM
14
AE Wealth Management
Kansas
$747K 15,289 +1,019 +7%
SPC
15
Sigma Planning Corp
Michigan
$664K 13,587 +4,870 +56%
SWM
16
Spire Wealth Management
Virginia
$630K 12,892 +196 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$566K 11,605 +3,926 +51%
KAS
18
Kestra Advisory Services
Texas
$564K 11,539 +11,539 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$521K 10,669 +5,314 +99%
PFA
20
Pinnacle Family Advisors
Missouri
$479K 9,817 +1,200 +14%
SCFS
21
S.C. Financial Services
Arizona
$453K 9,282 -123 -1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$416K 8,512 -15,225 -64%
RJA
23
Raymond James & Associates
Florida
$403K 8,244 +456 +6%
FA
24
Fermata Advisors
California
$391K 7,998 +115 +1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$383K 7,851 +201 +3%
1
2 3