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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

81 hedge funds and large institutions have $129M invested in First Trust Managed Futures Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
30
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.43M
2
Truist Financial
2
Truist Financial
North Carolina
$1.27M
3
FAIM
3
Financial Advocates Investment Management
Washington
$888K
4
VCM
4
Virtue Capital Management
Tennessee
$440K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.72M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.16M
2
RJA
2
Raymond James & Associates
Florida
$0
3
Jane Street
3
Jane Street
New York
$5.41M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$71.5K
5
KPWS
5
Kestra Private Wealth Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.1M 456,797 -7,975 -2%
LPL Financial
2
LPL Financial
California
$10.9M 236,302 -15,025 -6%
AFFA
3
ALM First Financial Advisors
Texas
$8.07M 175,000 – –
Osaic Holdings
4
Osaic Holdings
Arizona
$7.16M 155,129 -115,449 -43%
MFGM
5
Marshall Financial Group (Maryland)
Maryland
$7.01M 151,954 -8,419 -5%
AWM
6
AE Wealth Management
Kansas
$6.33M 132,825 +6,294 +5%
Jane Street
7
Jane Street
New York
$5.41M 117,410 -58,294 -33%
TAM
8
TCP Asset Management
Ohio
$5.3M 114,943 +3,450 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$3.72M 80,776 +8,680 +12%
CIM
10
Cambria Investment Management
California
$3.27M 70,824 -1,274 -2%
AWA
11
Authentikos Wealth Advisory
California
$2.69M 58,270 -1,887 -3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.67M 57,890 +2,191 +4%
AAS
13
Avantax Advisory Services
Texas
$2.57M 55,694 -8,306 -13%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.43M 52,740 +40,360 +326%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.28M 49,463 +1,503 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.08M 45,163 +3,305 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.8M 38,999 +2,296 +6%
SW
18
SMART Wealth
Nebraska
$1.63M 35,362 +8,502 +32%
IA
19
IFP Advisors
Florida
$1.61M 35,023 -2,612 -7%
TC
20
TAP Consulting
Missouri
$1.52M 32,978 +86 +0.3%
HFP
21
Holistic Financial Partners
Indiana
$1.43M 31,070 +2,110 +7%
FA
22
Fermata Advisors
California
$1.32M 28,616 -4,651 -14%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$1.27M 27,633 -20,108 -42%
Truist Financial
24
Truist Financial
North Carolina
$1.27M 27,560 +27,560 New
BCI
25
Brinker Capital Investments
Pennsylvania
$1.23M 26,426 +3,785 +17%
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