First Trust Managed Futures Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/06/2026 | 585.20 K | $29.62 M | 17.72% | 11.89% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 472.28 K | $23.91 M | -0.48% | 9.60% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 356.84 K | $18.06 M | 7.94% | 7.25% |
| ALM FIRST FINANCIAL ADVISORS, LLC | 04/10/2026 | 312.05 K | $15.80 M | 19.56% | 6.34% |
| TCP ASSET MANAGEMENT, LLC | 04/10/2026 | 216.99 K | $10.98 M | 1.13% | 4.41% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 208.14 K | $10.54 M | 20.75% | 4.23% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 202.37 K | $10.24 M | 30.12% | 4.11% |
| ASSETMARK, INC | 05/06/2026 | 187.57 K | $9.49 M | 2.90% | 3.81% |
| MORGAN STANLEY | 05/15/2026 | 177.41 K | $8.98 M | 255.24% | 3.61% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 122.55 K | $6.21 M | 4.83% | 2.49% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 111.29 K | $5.63 M | 5.17% | 2.26% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 84.93 K | $4.30 M | 119.35% | 1.73% |
| RFG ADVISORY, LLC | 04/20/2026 | 78.41 K | $3.97 M | 56.03% | 1.59% |
| CENTER FOR ASSET MANAGEMENT LLC | 04/16/2026 | 75.20 K | $3.81 M | 26.27% | 1.53% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 74.53 K | $3.77 M | -14.96% | 1.51% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 64.68 K | $3.27 M | -6.70% | 1.31% |
| IFP ADVISORS, INC | 04/13/2026 | 60.08 K | $3.04 M | 16.59% | 1.22% |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 54.89 K | $2.78 M | 3.37% | 1.12% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 37.40 K | $1.89 M | 4.22% | 0.76% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 36.79 K | $1.86 M | -12.05% | 0.75% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 36.61 K | $1.85 M | 85.74% | 0.74% |
| SIMPLICITY WEALTH,LLC | 04/30/2026 | 34.96 K | $1.77 M | 31.43% | 0.71% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 34.03 K | $1.72 M | -0.82% | 0.69% |
| BETA WEALTH GROUP, INC. | 05/07/2026 | 27.95 K | $1.41 M | -12.95% | 0.57% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 04/14/2026 | 27.52 K | $1.39 M | 14.00% | 0.56% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 25.27 K | $1.28 M | 2.45% | 0.51% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 23.03 K | $1.17 M | 0.08% | 0.47% |
| GEOWEALTH MANAGEMENT, LLC | 05/13/2026 | 21.38 K | $1.08 M | 0.05% | 0.43% |
| FERMATA ADVISORS, LLC | 04/08/2026 | 19.24 K | $973.97 K | 3.18% | 0.39% |
| IAMS WEALTH MANAGEMENT, LLC | 04/15/2026 | 18.00 K | $911.06 K | -8.01% | 0.37% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 15.79 K | $799.31 K | -2.24% | 0.32% |
| JANE STREET GROUP, LLC | 05/12/2026 | 15.15 K | $766.69 K | 100.00% | 0.31% |
| HBW ADVISORY SERVICES LLC | 05/04/2026 | 14.75 K | $746.44 K | 5.33% | 0.30% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 14.72 K | $745.08 K | 3.84% | 0.30% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 14.10 K | $713.85 K | -0.11% | 0.29% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 05/08/2026 | 13.62 K | $689.68 K | -0.53% | 0.28% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 13.46 K | $681.53 K | -18.65% | 0.27% |
| PINNACLE FAMILY ADVISORS, LLC | 05/15/2026 | 12.56 K | $635.88 K | 4.37% | 0.26% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 05/13/2026 | 12.45 K | $629.98 K | 4.38% | 0.25% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 04/29/2026 | 11.72 K | $593.22 K | 3.29% | 0.24% |
| BALBOA WEALTH PARTNERS | 04/16/2026 | 11.20 K | $566.86 K | 3.80% | 0.23% |
| RICHMOND INVESTMENT SERVICES, LLC | 04/29/2026 | 9.30 K | $470.67 K | -7.18% | 0.19% |
| BLUECHIP WEALTH ADVISORS LLC | 05/05/2026 | 8.43 K | $426.73 K | 3.30% | 0.17% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 8.03 K | $406.38 K | -1.17% | 0.16% |
| FIRST HEARTLAND CONSULTANTS, INC. | 04/08/2026 | 7.70 K | $389.88 K | 1.80% | 0.16% |
| NOVEM GROUP | 04/13/2026 | 7.62 K | $385.83 K | 100.00% | 0.15% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 7.45 K | $377.28 K | 16.33% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 7.24 K | $366.39 K | 100.00% | 0.15% |
| PRIVATE CLIENT SERVICES, LLC | 04/06/2026 | 6.08 K | $307.67 K | 0.43% | 0.12% |
| ASSET ALLOCATION STRATEGIES LLC | 04/22/2026 | 5.80 K | $293.72 K | 4.84% | 0.12% |
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First Trust Managed Futures Strategy Fund institutional Ownership - FAQ's
During the previous two years, 115 institutional investors and hedge funds held shares of First Trust Managed Futures Strategy Fund. The most heavily invested institutionals were:
LPL Financial LLC: 585,199
ENVESTNET ASSET MANAGEMENT INC: 472,281
Cetera Investment Advisers: 356,838
ALM First Financial Advisors, LLC: 312,052
TCP Asset Management, LLC: 216,985
Janney Montgomery Scott LLC: 208,142
82.94% of First Trust Managed Futures Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.43 M shares in the last 24 months. This purchase volume represents approximately $222.02 M in transactions.