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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

82 hedge funds and large institutions have $152M invested in First Trust Managed Futures Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
34
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$8.35M
2
TAM
2
TCP Asset Management
Ohio
$4.22M
3
MFGM
3
Marshall Financial Group (Maryland)
Maryland
$7.32M
4
TC
4
TAP Consulting
Missouri
$1.47M
5
HFP
5
Holistic Financial Partners
Indiana
$2.57M

Top Sellers

1
RWM
1
Refined Wealth Management
Utah
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.1M
3
State Street
3
State Street
Massachusetts
$0
4
LPL Financial
4
LPL Financial
California
$12.3M
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.1M 449,433 -114,662 -20%
LPL Financial
2
LPL Financial
California
$12.3M 261,673 -89,526 -25%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M 260,954 -15,320 -6%
KAS
4
Kestra Advisory Services
Texas
$11.8M 250,759 -44,189 -15%
Jane Street
5
Jane Street
New York
$8.35M 177,584 +129,352 +268%
AFFA
6
ALM First Financial Advisors
Texas
$8.23M 175,000 – –
MFGM
7
Marshall Financial Group (Maryland)
Maryland
$7.32M 155,656 +32,316 +26%
AWM
8
AE Wealth Management
Kansas
$5.74M 122,150 +4,470 +4%
CIM
9
Cambria Investment Management
California
$4.71M 100,252 +3,033 +3%
TAM
10
TCP Asset Management
Ohio
$4.22M 89,750 +89,750 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.62M 76,986 -2,030 -3%
RJA
12
Raymond James & Associates
Florida
$3.37M 71,615 +1,692 +2%
AWA
13
Authentikos Wealth Advisory
California
$3.27M 68,678 +68,678 New
AAS
14
Avantax Advisory Services
Texas
$3.04M 64,686 -2,388 -4%
HFP
15
Holistic Financial Partners
Indiana
$2.57M 54,581 +20,415 +60%
GVAG
16
Great Valley Advisor Group
Delaware
$2.43M 51,771 -18,286 -26%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.05M 43,573 +676 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.99M 42,250 +2,279 +6%
IA
19
IFP Advisors
Florida
$1.82M 38,253 -69,479 -64%
PA
20
PFG Advisors
Arizona
$1.77M 37,665 +1,694 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.64M 34,859 +367 +1%
TC
22
TAP Consulting
Missouri
$1.47M 31,333 +31,333 New
KPWS
23
Kestra Private Wealth Services
Texas
$1.46M 31,038 -175 -0.6%
CAN
24
Cetera Advisor Networks
California
$1.44M 30,552 +945 +3%
IWM
25
Iams Wealth Management
Nebraska
$1.34M 28,528 +2,152 +8%
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