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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

78 hedge funds and large institutions have $148M invested in First Trust Managed Futures Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
39
Reduced
26
Closed
11
Calls
–
Puts
$2.79M
Net Calls
-$2.79M
Net Calls Change
-$2.79M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.87M
3
LPL Financial
3
LPL Financial
California
$13.7M
4
TAM
4
TCP Asset Management
Ohio
$5.27M
5
AWM
5
Apollon Wealth Management
South Carolina
$977K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$1.12M
2
Jane Street
2
Jane Street
New York
$6.27M
3
MWM
3
Moran Wealth Management
Florida
$0
4
SPC
4
Sigma Planning Corp
Michigan
$304K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$62K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.9M 499,254 +49,821 +11%
LPL Financial
2
LPL Financial
California
$13.7M 286,513 +24,840 +9%
Osaic Holdings
3
Osaic Holdings
Arizona
$13.2M 276,565 +15,611 +6%
AFFA
4
ALM First Financial Advisors
Texas
$8.37M 175,000 – –
MFGM
5
Marshall Financial Group (Maryland)
Maryland
$7.72M 161,511 +5,855 +4%
Jane Street
6
Jane Street
New York
$6.27M 131,137 -46,447 -26%
AWM
7
AE Wealth Management
Kansas
$6.03M 126,156 +4,006 +3%
TAM
8
TCP Asset Management
Ohio
$5.27M 110,289 +20,539 +23%
CIM
9
Cambria Investment Management
California
$4.74M 99,241 -1,011 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.54M 74,020 -2,966 -4%
RJA
11
Raymond James & Associates
Florida
$3.31M 69,253 -2,362 -3%
AWA
12
Authentikos Wealth Advisory
California
$3.15M 65,858 -2,820 -4%
AAS
13
Avantax Advisory Services
Texas
$3.14M 65,775 +1,089 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.6M 54,395 +10,822 +25%
HFP
15
Holistic Financial Partners
Indiana
$2.24M 46,756 -7,825 -14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.16M 45,245 +10,386 +30%
GVAG
17
Great Valley Advisor Group
Delaware
$2.14M 44,780 -6,991 -14%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.03M 42,490 +240 +0.6%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.87M 39,200 +32,086 +451%
IA
20
IFP Advisors
Florida
$1.83M 38,362 +109 +0.3%
PA
21
PFG Advisors
Arizona
$1.8M 37,661 -4 -0%
TC
22
TAP Consulting
Missouri
$1.54M 32,257 +924 +3%
KPWS
23
Kestra Private Wealth Services
Texas
$1.49M 31,203 +165 +0.5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.48M 30,982 +6,080 +24%
CAN
25
Cetera Advisor Networks
California
$1.46M 30,574 +22 +0.1%
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