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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

73 hedge funds and large institutions have $129M invested in First Trust Managed Futures Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
34
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAS
Coppell Advisory Solutions
Texas
$6.34M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.33M
3
First Trust Advisors
First Trust Advisors
Illinois
$4.57M
4
AssetMark Inc
AssetMark Inc
California
$4.66M
5
Raymond James Financial
Raymond James Financial
Florida
$3.67M

Top Sellers

1
AWA
Authentikos Wealth Advisory
California
$0
2
PAS
Park Avenue Securities
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
RL
Retireful LLC
Michigan
$0
5
AWM
AE Wealth Management
Kansas
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19M -$412K -8,935 -2%
LPL Financial
2
LPL Financial
California
$15.1M +$1.07M +23,178 +8%
AFFA
3
ALM First Financial Advisors
Texas
$12M +$946K +20,519 +9%
TAM
4
TCP Asset Management
Ohio
$8.15M +$203K +4,392 +3%
CAS
5
Coppell Advisory Solutions
Texas
$6.34M +$4.65M +102,280 +276%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.33M +$744K +16,125 +13%
AssetMark Inc
7
AssetMark Inc
California
$4.66M +$1.15M +24,886 +33%
First Trust Advisors
8
First Trust Advisors
Illinois
$4.57M +$1.7M +36,786 +59%
Raymond James Financial
9
Raymond James Financial
Florida
$3.67M +$1.14M +24,814 +45%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.08M +$147K +3,196 +5%
AAS
11
Avantax Advisory Services
Texas
$3.02M +$91.9K +1,993 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.79M -$146K -3,170 -5%
OPS
13
Orion Portfolio Solutions
Nebraska
$2.34M -$30.7K -666 -1%
BCI
14
Brinker Capital Investments
Pennsylvania
$2.34M -$30.7K -666 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.33M +$1.75M +38,048 +306%
BEI
16
Benjamin Edwards Inc
Missouri
$2.18M +$802K +17,380 +58%
IA
17
IFP Advisors
Florida
$2.11M +$20.6K +447 +1%
HI
18
Harbour Investments
Wisconsin
$1.93M +$121K +2,625 +7%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$1.57M -$63.2K -1,371 -4%
GWP
20
Gateway Wealth Partners
Wisconsin
$1.54M +$303K +6,570 +24%
CW
21
CreativeOne Wealth
Kansas
$1.49M +$185K +4,001 +14%
AWM
22
AE Wealth Management
Kansas
$1.23M -$791K -17,154 -39%
SW
23
Simplicity Wealth
New Jersey
$1.13M +$1.13M +24,542 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.12M +$221K +4,790 +25%
IWM
25
Iams Wealth Management
Nebraska
$1.1M +$39.7K +861 +4%
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