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First Trust Managed Futures Strategy Fund

87 hedge funds and large institutions have $176M invested in First Trust Managed Futures Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
+17
Holders Change %
+24.29%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
28
Increased
37
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.9M 564,095 +186,194 +49%
LPL Financial
2
LPL Financial
California
$16.7M 351,199 +231,255 +193%
KAS
3
Kestra Advisory Services
Texas
$14M 294,948 +46,392 +19%
Osaic Holdings
4
Osaic Holdings
Arizona
$13.2M 276,274 +55,565 +25%
AFFA
5
ALM First Financial Advisors
Texas
$8.33M 175,000 +175,000 New
RWM
6
Refined Wealth Management
Utah
$6.97M 146,389 -3,897 -3%
MFGM
7
Marshall Financial Group (Maryland)
Maryland
$5.87M 123,340 +8,836 +8%
AWM
8
AE Wealth Management
Kansas
$5.6M 117,680 +95,971 +442%
IA
9
IFP Advisors
Florida
$5.15M 107,732 +8,328 +8%
CIM
10
Cambria Investment Management
California
$4.63M 97,219 -185,167 -66%
State Street
11
State Street
Massachusetts
$4.49M 94,419 +94,419 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.76M 79,016 +30,278 +62%
Truist Financial
13
Truist Financial
North Carolina
$3.37M 70,769 +70,769 New
GVAG
14
Great Valley Advisor Group
Delaware
$3.33M 70,057 +26,272 +60%
RJA
15
Raymond James & Associates
Florida
$3.33M 69,923 +63,661 +1,017%
AAS
16
Avantax Advisory Services
Texas
$3.19M 67,074 +8,683 +15%
FHA
17
Flagship Harbor Advisors
Massachusetts
$2.65M 55,586 +27,418 +97%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.49M 52,235 +3,560 +7%
Jane Street
19
Jane Street
New York
$2.3M 48,232 +48,232 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.04M 42,897 +42,897 New
CWM
21
Catalyst Wealth Management
Georgia
$2.01M 42,186 +42,186 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.9M 39,971 +4,155 +12%
PA
23
PFG Advisors
Arizona
$1.71M 35,971 +453 +1%
FA
24
Fermata Advisors
California
$1.67M 35,073 -5,942 -14%
MWM
25
Moran Wealth Management
Florida
$1.65M 34,588 +34,588 New