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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

78 hedge funds and large institutions have $120M invested in First Trust Managed Futures Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 15 closing their positions.

Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
36
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
TCP Asset Management
Ohio
$7.77M
2
LPL Financial
2
LPL Financial
California
$13.8M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.64M
4
MCM
4
Mainstay Capital Management
Michigan
$1.35M
5
SW
5
Simplicity Wealth
New Jersey
$1.01M

Top Sellers

1
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.67M
3
AWM
3
AE Wealth Management
Kansas
$1.05M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.4M
5
Jane Street
5
Jane Street
New York
$3.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.4M 383,508 -73,289 -16%
LPL Financial
2
LPL Financial
California
$13.8M 272,191 +35,889 +15%
AFFA
3
ALM First Financial Advisors
Texas
$8.85M 175,000 – –
TAM
4
TCP Asset Management
Ohio
$7.77M 153,678 +38,735 +34%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.64M 91,696 +33,806 +58%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$3.94M 77,849 -2,927 -4%
CIM
7
Cambria Investment Management
California
$3.31M 65,511 -5,313 -8%
Jane Street
8
Jane Street
New York
$3.11M 61,455 -55,955 -48%
AAS
9
Avantax Advisory Services
Texas
$2.83M 55,983 +289 +0.5%
AWA
10
Authentikos Wealth Advisory
California
$2.77M 54,820 -3,450 -6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.66M 52,656 +3,193 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.53M 49,949 +4,786 +11%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.67M 33,049 -122,080 -79%
TC
14
TAP Consulting
Missouri
$1.67M 33,024 +46 +0.1%
HFP
15
Holistic Financial Partners
Indiana
$1.66M 32,862 +1,792 +6%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$1.65M 32,565 +4,932 +18%
AWS
17
Atria Wealth Solutions
New York
$1.54M 30,516 +6,481 +27%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.54M 30,389 -8,610 -22%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.5M 29,665 +3,239 +12%
OPS
20
Orion Portfolio Solutions
Nebraska
$1.5M 29,665 +3,239 +12%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.37M 27,063 +17,090 +171%
MCM
22
Mainstay Capital Management
Michigan
$1.35M 26,633 +26,633 New
GWP
23
Gateway Wealth Partners
Wisconsin
$1.29M 25,430 +3,409 +15%
CAN
24
Cetera Advisor Networks
California
$1.27M 25,057 -66 -0.3%
CASC
25
Coppell Advisory Solutions Corp
Texas
$1.23M 24,306 +24,306 New
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