FMF icon

First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

78 hedge funds and large institutions have $152M invested in First Trust Managed Futures Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
–
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
31
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.48M
2
Jane Street
2
Jane Street
New York
$8.61M
3
FA
3
Fermata Advisors
California
$1.63M
4
AAS
4
Ameritas Advisory Services
Nebraska
$434K
5
GRP
5
Global Retirement Partners
California
$499K

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$453K
2
LPL Financial
2
LPL Financial
California
$12.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.8M
4
CIM
4
Cambria Investment Management
California
$3.53M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$606K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.8M 464,772 -34,482 -7%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.3M 270,578 -5,987 -2%
LPL Financial
3
LPL Financial
California
$12.3M 251,327 -35,186 -12%
Jane Street
4
Jane Street
New York
$8.61M 175,704 +44,567 +34%
AFFA
5
ALM First Financial Advisors
Texas
$8.57M 175,000 – –
MFGM
6
Marshall Financial Group (Maryland)
Maryland
$7.86M 160,373 -1,138 -0.7%
AWM
7
AE Wealth Management
Kansas
$6.2M 126,531 +375 +0.3%
TAM
8
TCP Asset Management
Ohio
$5.46M 111,493 +1,204 +1%
CIM
9
Cambria Investment Management
California
$3.53M 72,098 -27,143 -27%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.53M 72,096 -1,924 -3%
AAS
11
Avantax Advisory Services
Texas
$3.13M 64,000 -1,775 -3%
RJA
12
Raymond James & Associates
Florida
$3.06M 62,536 -6,717 -10%
AWA
13
Authentikos Wealth Advisory
California
$2.95M 60,157 -5,701 -9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.73M 55,699 +1,304 +2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$2.48M 49,591 +49,591 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.35M 47,960 +5,470 +13%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$2.34M 47,741 +47,741 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.05M 41,858 -3,387 -7%
IA
19
IFP Advisors
Florida
$1.84M 37,635 -727 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.8M 36,703 +5,721 +18%
PA
21
PFG Advisors
Arizona
$1.76M 35,955 -1,706 -5%
FA
22
Fermata Advisors
California
$1.63M 33,267 +24,231 +268%
TC
23
TAP Consulting
Missouri
$1.61M 32,892 +635 +2%
KPWS
24
Kestra Private Wealth Services
Texas
$1.53M 31,255 +52 +0.2%
HFP
25
Holistic Financial Partners
Indiana
$1.42M 28,960 -17,796 -38%
1
2 3 4