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First Trust Managed Futures Strategy Fund
FMF

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.9M +$9.22M +186,194 +49%
LPL Financial
2
LPL Financial
California
$16.7M +$11.5M +231,255 +193%
KAS
3
Kestra Advisory Services
Texas
$14M +$2.3M +46,392 +19%
Osaic Holdings
4
Osaic Holdings
Arizona
$13.2M +$2.75M +55,565 +25%
AFFA
5
ALM First Financial Advisors
Texas
$8.33M +$8.67M +175,000 New
RWM
6
Refined Wealth Management
Utah
$6.97M -$193K -3,897 -3%
MFGM
7
Marshall Financial Group (Maryland)
Maryland
$5.87M +$438K +8,836 +8%
AWM
8
AE Wealth Management
Kansas
$5.6M +$4.75M +95,971 +442%
IA
9
IFP Advisors
Florida
$5.15M +$412K +8,328 +8%
CIM
10
Cambria Investment Management
California
$4.63M -$9.17M -185,167 -66%
State Street
11
State Street
Massachusetts
$4.49M +$4.68M +94,419 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.76M +$1.5M +30,278 +62%
Truist Financial
13
Truist Financial
North Carolina
$3.37M +$3.51M +70,769 New
GVAG
14
Great Valley Advisor Group
Delaware
$3.33M +$1.3M +26,272 +60%
RJA
15
Raymond James & Associates
Florida
$3.33M +$3.15M +63,661 +1,017%
AAS
16
Avantax Advisory Services
Texas
$3.19M +$430K +8,683 +15%
FHA
17
Flagship Harbor Advisors
Massachusetts
$2.65M +$1.36M +27,418 +97%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.49M +$176K +3,560 +7%
Jane Street
19
Jane Street
New York
$2.3M +$2.39M +48,232 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.04M +$2.12M +42,897 New
CWM
21
Catalyst Wealth Management
Georgia
$2.01M +$2.09M +42,186 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.9M +$206K +4,155 +12%
PA
23
PFG Advisors
Arizona
$1.71M +$22.4K +453 +1%
FA
24
Fermata Advisors
California
$1.67M -$294K -5,942 -14%
MWM
25
Moran Wealth Management
Florida
$1.65M +$1.71M +34,588 New
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