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First Trust Managed Futures Strategy Fund

79 hedge funds and large institutions have $125M invested in First Trust Managed Futures Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 13 closing their positions.

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
38
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$20M 421,236 +30,891 +8%
LPL Financial
2
LPL Financial
California
$14.5M 305,025 -4,279 -1%
AFFA
3
ALM First Financial Advisors
Texas
$11.4M 240,485 +33,602 +16%
TAM
4
TCP Asset Management
Ohio
$8.2M 172,252 +7,036 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.76M 121,144 +19,488 +19%
AssetMark Inc
6
AssetMark Inc
California
$3.63M 76,207 +8,174 +12%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.02M 63,558 -15,304 -19%
AAS
8
Avantax Advisory Services
Texas
$3.02M 63,503 +1,436 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.02M 63,502 +7,196 +13%
First Trust Advisors
10
First Trust Advisors
Illinois
$2.96M 62,308 +14,242 +30%
Raymond James Financial
11
Raymond James Financial
Florida
$2.6M 54,700 +54,700 New
AWA
12
Authentikos Wealth Advisory
California
$2.46M 51,731 -1,590 -3%
OPS
13
Orion Portfolio Solutions
Nebraska
$2.45M 51,491 +3,196 +7%
BCI
14
Brinker Capital Investments
Pennsylvania
$2.45M 51,491 +3,196 +7%
IA
15
IFP Advisors
Florida
$2.16M 45,315 +9,437 +26%
AWM
16
AE Wealth Management
Kansas
$2.09M 43,904 +2,293 +6%
HI
17
Harbour Investments
Wisconsin
$1.86M 39,167 +2,667 +7%
CAS
18
Coppell Advisory Solutions
Texas
$1.77M 37,125 +7,455 +25%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$1.69M 35,433 +1,815 +5%
TC
20
TAP Consulting
Missouri
$1.48M 31,102 -1,751 -5%
BEI
21
Benjamin Edwards Inc
Missouri
$1.42M 29,783 +12,530 +73%
CW
22
CreativeOne Wealth
Kansas
$1.34M 28,245 +6,770 +32%
GWP
23
Gateway Wealth Partners
Wisconsin
$1.28M 26,835 +958 +4%
PAS
24
Park Avenue Securities
New York
$1.11M 23,240 +2,089 +10%
PA
25
PFG Advisors
Arizona
$1.1M 23,139 +15,002 +184%