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First Trust Managed Futures Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.1M +$28.5K +596 +3%
IWM
27
Iams Wealth Management
Nebraska
$1.09M +$51.9K +1,087 +5%
HFP
28
Holistic Financial Partners
Indiana
$1.06M -$144K -3,017 -12%
NW
29
NewEdge Wealth
Pennsylvania
$1.02M +$28.8K +602 +3%
AWS
30
Atria Wealth Solutions
New York
$1.01M -$541K -11,335 -35%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$929K +$314K +6,581 +51%
GM
32
GeoWealth Management
Illinois
$848K -$553K -11,581 -39%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$827K +$831K +17,389 New
RL
34
Retireful LLC
Michigan
$811K +$814K +17,043 New
AI
35
Atria Investments
North Carolina
$672K -$187K -3,904 -22%
PFA
36
Professional Financial Advisors
Nebraska
$664K -$12.5K -261 -2%
SCA
37
Snowden Capital Advisors
New York
$658K -$18.8K -394 -3%
KAS
38
Kestra Advisory Services
Texas
$658K +$64.2K +1,344 +11%
FA
39
Fermata Advisors
California
$635K +$109K +2,292 +21%
LSIA
40
LaSalle St. Investment Advisors
Illinois
$611K +$614K +12,851 New
Jane Street
41
Jane Street
New York
$591K +$594K +12,429 New
Osaic Holdings
42
Osaic Holdings
Arizona
$591K +$223K +4,669 +60%
GRP
43
Global Retirement Partners
California
$554K +$18.3K +383 +3%
PFA
44
Pinnacle Family Advisors
Missouri
$519K +$35.8K +750 +7%
PBF
45
Petix & Botte Financial
California
$502K
TW
46
Trajan Wealth
Arizona
$493K -$46.7K -977 -9%
SPIA
47
Steward Partners Investment Advisory
New York
$488K -$72.7K -1,521 -13%
WIA
48
World Investment Advisors
California
$468K +$66.1K +1,383 +16%
FPWM
49
FSB Premier Wealth Management
Iowa
$461K -$49.3K -1,033 -10%
RA
50
RFG Advisory
Alabama
$455K +$20.8K +436 +5%