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First Trust Managed Futures Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$1.23M +$181K +3,785 +17%
CAN
27
Cetera Advisor Networks
California
$1.16M -$104K -2,177 -8%
AWS
28
Atria Wealth Solutions
New York
$1.11M -$42K -881 -4%
CAS
29
Coppell Advisory Solutions
Texas
$1.1M +$259K +5,421 +30%
GWP
30
Gateway Wealth Partners
Wisconsin
$1.02M +$146K +3,055 +16%
IWM
31
Iams Wealth Management
Nebraska
$999K -$253K -5,306 -20%
PAS
32
Park Avenue Securities
New York
$989K +$101K +2,127 +11%
NW
33
NewEdge Wealth
Pennsylvania
$952K -$36.8K -771 -4%
FAIM
34
Financial Advocates Investment Management
Washington
$888K +$920K +19,280 New
SG
35
StoneX Group
New York
$881K -$39.6K -830 -4%
KAS
36
Kestra Advisory Services
Texas
$833K +$26.5K +555 +3%
AssetMark Inc
37
AssetMark Inc
California
$753K +$341K +7,153 +78%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$736K +$98.6K +2,068 +15%
GM
39
GeoWealth Management
Illinois
$690K +$157K +3,296 +28%
SCA
40
Snowden Capital Advisors
New York
$684K -$41.6K -872 -6%
OIA
41
OneDigital Investment Advisors
Kansas
$561K -$29.2K -613 -5%
GRP
42
Global Retirement Partners
California
$538K +$51.5K +1,080 +10%
SPIA
43
Steward Partners Investment Advisory
New York
$521K +$88K +1,845 +20%
CA
44
Cetera Advisors
Colorado
$503K +$27.5K +577 +6%
PBF
45
Petix & Botte Financial
California
$486K
First Trust Advisors
46
First Trust Advisors
Illinois
$460K +$21.7K +455 +5%
MC
47
Moors & Cabot
Massachusetts
$457K -$52.5K -1,100 -10%
PFA
48
Pinnacle Family Advisors
Missouri
$445K +$12.1K +254 +3%
VCM
49
Virtue Capital Management
Tennessee
$440K +$455K +9,546 New
FPWM
50
FSB Premier Wealth Management
Iowa
$425K -$5.87K -123 -1%