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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

67 hedge funds and large institutions have $107M invested in First Trust Managed Futures Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
67
Holders Change
-11
Holders Change %
-14.1%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
31
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$1.9M
2
AI
2
Atria Investments
North Carolina
$865K
3
SAM
3
SignalPoint Asset Management
Missouri
$817K
4
IA
4
IFP Advisors
Florida
$1.73M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.81M

Top Sellers

1
CIM
1
Cambria Investment Management
California
$0
2
AWA
2
Authentikos Wealth Advisory
California
$0
3
Jane Street
3
Jane Street
New York
$1.49M
4
MCM
4
Mainstay Capital Management
Michigan
$0
5
FAIM
5
Financial Advocates Investment Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.4M 378,556 -4,952 -1%
LPL Financial
2
LPL Financial
California
$13.4M 275,964 +3,773 +1%
AFFA
3
ALM First Financial Advisors
Texas
$8.52M 175,000 – –
TAM
4
TCP Asset Management
Ohio
$7.68M 157,782 +4,104 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.66M 95,665 +3,969 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$3.75M 77,072 -777 -1%
AAS
7
Avantax Advisory Services
Texas
$2.74M 56,375 +392 +0.7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.62M 53,791 +3,842 +8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.54M 52,205 -451 -0.9%
AWM
10
AE Wealth Management
Kansas
$1.9M 39,099 +18,337 +88%
BCI
11
Brinker Capital Investments
Pennsylvania
$1.9M 38,945 +9,280 +31%
OPS
12
Orion Portfolio Solutions
Nebraska
$1.9M 38,945 +9,280 +31%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.81M 37,095 +10,032 +37%
IA
14
IFP Advisors
Florida
$1.73M 35,488 +15,469 +77%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$1.62M 33,325 +760 +2%
TC
16
TAP Consulting
Missouri
$1.61M 33,001 -23 -0.1%
AWS
17
Atria Wealth Solutions
New York
$1.56M 32,148 +1,632 +5%
SA
18
Sanctuary Advisors
Indiana
$1.54M 31,064 +31,064 New
Jane Street
19
Jane Street
New York
$1.49M 30,605 -30,850 -50%
AssetMark Inc
20
AssetMark Inc
California
$1.41M 28,935 +5,759 +25%
GWP
21
Gateway Wealth Partners
Wisconsin
$1.3M 26,738 +1,308 +5%
GM
22
GeoWealth Management
Illinois
$1.27M 26,112 +2,476 +10%
HFP
23
Holistic Financial Partners
Indiana
$1.23M 25,360 -7,502 -23%
CAS
24
Coppell Advisory Solutions
Texas
$1.21M 24,934 +24,934 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.12M 22,911 -7,478 -25%
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