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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
Q2 		– Sell
-15,790
Closed -$799K – 2173
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

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Investments's FMF Position: Q2 2026 in Review

Atria Investments sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2026, closing a stake of 15,790 shares — an estimated $799K sold.

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

  • Atria Investments reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 15,790 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $799K.
  • Atria Investments first reported a position in First Trust Managed Futures Strategy Fund in Q2 2024 and held it in 8 quarters.
  • 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 Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.