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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

71 hedge funds and large institutions have $117M invested in First Trust Managed Futures Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+23
Holders Change %
+47.92%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
20
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$9.73M
2
KAS
2
Kestra Advisory Services
Texas
$9.12M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.8M
4
MFGM
4
Marshall Financial Group (Maryland)
Maryland
$5.74M
5
SAM
5
Synergy Asset Management
Washington
$4.37M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
RWM
2
Refined Wealth Management
Utah
$7.84M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.8M
4
SWM
4
Spire Wealth Management
Virginia
$0
5
AAS
5
Avantax Advisory Services
Texas
$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.8M -$818K -15,880 -4%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.8M +$8.04M +156,236 +140%
HighTower Advisors
3
HighTower Advisors
Illinois
$9.73M +$9.73M +188,568 New
KAS
4
Kestra Advisory Services
Texas
$9.12M +$8.52M +165,365 +1,433%
RWM
5
Refined Wealth Management
Utah
$7.84M -$820K -15,904 -9%
LPL Financial
6
LPL Financial
California
$7.31M +$907K +17,607 +14%
MFGM
7
Marshall Financial Group (Maryland)
Maryland
$5.74M +$5.74M +111,364 New
IA
8
IFP Advisors
Florida
$4.47M – – –
SAM
9
Synergy Asset Management
Washington
$4.37M +$4.37M +84,724 New
EH
10
Equitable Holdings
New York
$3.47M +$3.1M +60,176 +846%
AAS
11
Avantax Advisory Services
Texas
$3.15M -$294K -5,711 -9%
AFP
12
Ausdal Financial Partners
Iowa
$1.95M +$190K +3,697 +11%
FA
13
Fermata Advisors
California
$1.89M +$1.48M +28,763 +360%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.89M -$44K -854 -2%
KPWS
15
Kestra Private Wealth Services
Texas
$1.86M -$29.8K -579 -2%
CIM
16
Cambria Investment Management
California
$1.69M +$273K +5,299 +19%
Citadel Advisors
17
Citadel Advisors
Florida
$1.4M +$1.4M +27,141 New
ASN
18
Advisory Services Network
Georgia
$1.35M +$1.35M +26,271 New
MML Investors Services
19
MML Investors Services
Massachusetts
$1.25M +$1.25M +24,289 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.16M +$562K +10,919 +94%
SPC
21
Sigma Planning Corp
Michigan
$1.03M +$327K +6,344 +47%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$908K +$358K +6,957 +65%
JIP
23
Jaffetilchin Investment Partners
Florida
$879K +$879K +17,058 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$825K +$421K +8,167 +104%
SCFS
25
S.C. Financial Services
Arizona
$767K +$289K +5,604 +60%
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