Atria Investments’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Atria Investments’s Portfolio FMF Stock Details FMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$799K	Sell	15,790 -361	-2%	-$17.8K	0.01%	1188
2025 Q4	$760K	Buy	16,151 +1,204	+8%	+$58.3K	0.01%	1218
2025 Q3	$728K	Buy	14,947 +192	+1%	+$9.04K	0.01%	1212
2025 Q2	$667K	Buy	14,755 +1,179	+9%	+$53.4K	0.01%	1266
2025 Q1	$626K	Sell	13,576 -552	-4%	-$26.1K	0.01%	1235
2024 Q4	$672K	Sell	14,128 -3,904	-22%	-$187K	0.01%	1176
2024 Q3	$857K	Buy	18,032 +262	+1%	+$12.6K	0.01%	1053
2024 Q2	$865K	Buy	+17,770	New	+$871K	0.01%	1016

Other funds holding FMF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Atria Investments's FMF Position: Q1 2026 in Review

Atria Investments reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 2.2% in Q1 2026, selling an estimated $17.8K and leaving 15,790 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #1188.

Atria Investments first reported a position in FMF in Q2 2024 and has held it in 8 quarters since. The position peaked at $865K in Q2 2024. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

Atria Investments held 15,790 shares of First Trust Managed Futures Strategy Fund worth $799K as of Q1 2026.
Atria Investments sold 361 First Trust Managed Futures Strategy Fund shares in Q1 2026, an estimated $17.8K.
First Trust Managed Futures Strategy Fund made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1188 holding.
Atria Investments first reported a position in First Trust Managed Futures Strategy Fund in Q2 2024 and has held it in 8 quarters since.
Atria Investments's First Trust Managed Futures Strategy Fund position peaked at $865K in Q2 2024.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.