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First Trust Managed Futures Strategy Fund

82 hedge funds and large institutions have $181M invested in First Trust Managed Futures Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 19

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $154M → $181M (+$27M)

8% more funds holding

Funds holding: 7682 (+6)

3.18% more ownership

Funds ownership: 83.25%86.43% (+3.2%)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
43
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23.4M +$4.65M +96,047 +24%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.3M +$1.41M +29,073 +7%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.6M +$7.11M +146,811 +80%
AFFA
4
ALM First Financial Advisors
Texas
$12.3M
CAS
5
Coppell Advisory Solutions
Texas
$10.3M +$566K +11,675 +6%
TAM
6
TCP Asset Management
Ohio
$10.1M +$1.04M +21,546 +11%
AssetMark Inc
7
AssetMark Inc
California
$8.58M +$4.26M +88,020 +93%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$8.11M +$1.55M +32,006 +23%
First Trust Advisors
9
First Trust Advisors
Illinois
$7.32M +$1.92M +39,622 +34%
BEI
10
Benjamin Edwards Inc
Missouri
$5.5M +$1.6M +32,980 +39%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.98M +$185K +3,821 +4%
Raymond James Financial
12
Raymond James Financial
Florida
$4.12M +$151K +3,112 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.26M +$112K +2,313 +3%
CFAM
14
Center For Asset Management
Florida
$2.8M +$2.89M +59,552 New
BCI
15
Brinker Capital Investments
Pennsylvania
$2.5M +$203K +4,183 +9%
IA
16
IFP Advisors
Florida
$2.42M +$231K +4,767 +10%
RA
17
RFG Advisory
Alabama
$2.36M +$365K +7,528 +18%
Morgan Stanley
18
Morgan Stanley
New York
$2.35M +$2.41M +49,773 +29,451%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.97M +$92.5K +1,909 +5%
GWP
20
Gateway Wealth Partners
Wisconsin
$1.82M +$410K +8,458 +28%
CW
21
CreativeOne Wealth
Kansas
$1.69M +$161K +3,314 +10%
CIA
22
Concurrent Investment Advisors
Florida
$1.61M +$969K +20,001 +140%
BWG
23
Beta Wealth Group
California
$1.51M +$83.2K +1,717 +6%
SW
24
Simplicity Wealth
New Jersey
$1.25M +$387K +7,991 +43%
TPWM
25
Twelve Points Wealth Management
Massachusetts
$1.16M +$129K +2,656 +12%