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First Trust Managed Futures Strategy Fund
FMF

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%
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