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First Trust Managed Futures Strategy Fund

82 hedge funds and large institutions have $207M invested in First Trust Managed Futures Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $181M → $207M (+$25.5M)

0% more funds holding

Funds holding: 8282 (0)

4.01% less ownership

Funds ownership: 86.43%82.42% (-4%)

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
41
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.6M +$4.35M +88,090 +18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.9M -$113K -2,287 -0.5%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$18.1M +$1.3M +26,243 +8%
AFFA
4
ALM First Financial Advisors
Texas
$15.8M +$2.52M +51,048 +20%
TAM
5
TCP Asset Management
Ohio
$11M +$119K +2,416 +1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$10.5M +$1.77M +35,766 +21%
First Trust Advisors
7
First Trust Advisors
Illinois
$10.2M +$2.31M +46,842 +30%
AssetMark Inc
8
AssetMark Inc
California
$9.49M +$261K +5,280 +3%
Morgan Stanley
9
Morgan Stanley
New York
$8.98M +$6.29M +127,470 +255%
BEI
10
Benjamin Edwards Inc
Missouri
$6.21M +$279K +5,646 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.63M +$270K +5,468 +5%
GWP
12
Gateway Wealth Partners
Wisconsin
$4.3M +$2.28M +46,213 +119%
RA
13
RFG Advisory
Alabama
$3.97M +$1.39M +28,157 +56%
CFAM
14
Center For Asset Management
Florida
$3.81M +$772K +15,646 +26%
Raymond James Financial
15
Raymond James Financial
Florida
$3.77M -$647K -13,108 -15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.27M -$229K -4,647 -7%
IA
17
IFP Advisors
Florida
$3.04M +$422K +8,547 +17%
BCI
18
Brinker Capital Investments
Pennsylvania
$2.78M +$88.2K +1,787 +3%
CW
19
CreativeOne Wealth
Kansas
$1.89M +$74.7K +1,514 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.86M -$249K -5,042 -12%
AWM
21
AE Wealth Management
Kansas
$1.85M +$834K +16,900 +86%
SW
22
Simplicity Wealth
New Jersey
$1.77M +$413K +8,360 +31%
CIA
23
Concurrent Investment Advisors
Florida
$1.72M -$13.9K -281 -0.8%
BWG
24
Beta Wealth Group
California
$1.41M -$205K -4,159 -13%
TPWM
25
Twelve Points Wealth Management
Massachusetts
$1.39M +$167K +3,379 +14%