First Trust Managed Futures Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 08/11/2026 | 1.10 M | $55.05 M | 442.80% | 20.17% |
| MORGAN STANLEY | 08/13/2026 | 334.00 K | $16.74 M | 88.26% | 6.13% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 279.69 K | $14.02 M | -21.62% | 5.14% |
| LPL FINANCIAL LLC | 08/07/2026 | 231.26 K | $11.59 M | -60.48% | 4.25% |
| COPPELL ADVISORY SOLUTIONS LLC | 08/14/2026 | 227.67 K | $12.69 K | 100.00% | 4.18% |
| TCP ASSET MANAGEMENT, LLC | 07/15/2026 | 225.53 K | $11.30 M | 3.94% | 4.14% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 218.09 K | $10.93 M | 4.78% | 4.01% |
| ASSETMARK, INC | 07/30/2026 | 216.99 K | $10.88 M | 15.68% | 3.98% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 119.09 K | $5.97 M | 7.01% | 2.19% |
| RFG ADVISORY, LLC | 07/15/2026 | 111.31 K | $5.58 M | 41.95% | 2.04% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 86.48 K | $4.33 M | -81.69% | 1.59% |
| CENTER FOR ASSET MANAGEMENT LLC | 07/27/2026 | 76.95 K | $3.86 M | 2.34% | 1.41% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 74.64 K | $3.74 M | 0.15% | 1.37% |
| IFP ADVISORS, INC | 07/20/2026 | 62.88 K | $3.15 M | 4.66% | 1.15% |
| SIMPLICITY WEALTH,LLC | 08/06/2026 | 51.81 K | $2.60 M | 48.22% | 0.95% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 48.11 K | $2.41 M | 30.77% | 0.88% |
| JANE STREET GROUP, LLC | 08/14/2026 | 38.07 K | $1.91 M | 151.36% | 0.70% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 34.68 K | $1.74 M | -7.26% | 0.64% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 33.71 K | $1.69 M | -0.92% | 0.62% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 08/07/2026 | 32.99 K | $1.65 M | 19.86% | 0.61% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 30.38 K | $1.52 M | -17.02% | 0.56% |
| BEACON CAPITAL MANAGEMENT, INC. | 08/13/2026 | 30.03 K | $1.51 M | 100.00% | 0.55% |
| BETA WEALTH GROUP, INC. | 07/24/2026 | 26.14 K | $1.31 M | -6.46% | 0.48% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 22.69 K | $1.14 M | -1.48% | 0.42% |
| FERMATA ADVISORS, LLC | 07/07/2026 | 20.10 K | $1.01 M | 4.47% | 0.37% |
| IAMS WEALTH MANAGEMENT, LLC | 07/16/2026 | 17.82 K | $893.13 K | -0.99% | 0.33% |
| HBW ADVISORY SERVICES LLC | 07/16/2026 | 15.07 K | $755.41 K | 2.21% | 0.28% |
| GEOWEALTH MANAGEMENT, LLC | 07/30/2026 | 14.84 K | $743.93 K | -30.57% | 0.27% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 14.68 K | $735.66 K | 100.00% | 0.27% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 14.16 K | $709.45 K | -3.83% | 0.26% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 08/11/2026 | 13.58 K | $680.43 K | -0.35% | 0.25% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 08/12/2026 | 12.26 K | $614.43 K | -1.49% | 0.23% |
| PINNACLE FAMILY ADVISORS, LLC | 08/14/2026 | 12.16 K | $609.57 K | -3.18% | 0.22% |
| BALBOA WEALTH PARTNERS | 08/10/2026 | 11.36 K | $569.55 K | 1.48% | 0.21% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 10.18 K | $515.26 K | -27.82% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 9.91 K | $496.86 K | -26.37% | 0.18% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 9.86 K | $494.28 K | 100.00% | 0.18% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 8.92 K | $447.23 K | -89.49% | 0.16% |
| BLUECHIP WEALTH ADVISORS LLC | 07/30/2026 | 8.43 K | $422.51 K | 0.00% | 0.15% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 8.28 K | $414.99 K | 3.14% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 8.01 K | $401.31 K | 10.62% | 0.15% |
| FIRST HEARTLAND CONSULTANTS, INC. | 07/08/2026 | 7.87 K | $394.65 K | 2.23% | 0.14% |
| NOVEM GROUP | 07/21/2026 | 7.65 K | $383.55 K | 0.41% | 0.14% |
| ASSET ALLOCATION STRATEGIES LLC | 08/17/2026 | 6.89 K | $345.37 K | 18.75% | 0.13% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 6.41 K | $321.46 K | -94.77% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 5.66 K | $283.58 K | 100.00% | 0.10% |
| PRIVATE CLIENT SERVICES, LLC | 07/06/2026 | 5.62 K | $281.52 K | -7.58% | 0.10% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 5.34 K | $267.39 K | 100.00% | 0.10% |
| TRAJAN WEALTH LLC | 08/13/2026 | 5.19 K | $260.02 K | -4.54% | 0.10% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 5.07 K | $253.84 K | 100.00% | 0.09% |
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First Trust Managed Futures Strategy Fund institutional Ownership - FAQ's
During the previous two years, 126 institutional investors and hedge funds held shares of First Trust Managed Futures Strategy Fund. The most heavily invested institutionals were:
FIRST TRUST ADVISORS LP: 1.1 M
MORGAN STANLEY: 334,001
Cetera Investment Advisers: 279,690
LPL Financial LLC: 231,259
Coppell Advisory Solutions LLC: 227,666
TCP Asset Management, LLC: 225,531
74.20% of First Trust Managed Futures Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.39 M shares in the last 24 months. This purchase volume represents approximately $219.87 M in transactions.