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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-20,016
Closed -$923K – 1613
2025
Q1 		$923K Sell
20,016
-1,141
-5% -$53.9K 0.01% 922
2024
Q4 		$1.01M Sell
21,157
-11,335
-35% -$541K 0.01% 919
2024
Q3 		$1.54M Buy
32,492
+344
+1% +$16.6K 0.02% 738
2024
Q2 		$1.56M Buy
32,148
+1,632
+5% +$80K 0.02% 717
2024
Q1 		$1.54M Buy
30,516
+6,481
+27% +$316K 0.02% 723
2023
Q4 		$1.11M Sell
24,035
-881
-4% -$42K 0.01% 822
2023
Q3 		$1.22M Buy
24,916
+3,164
+15% +$154K 0.02% 727
2023
Q2 		$1.04M Buy
21,752
+1,475
+7% +$70.7K 0.01% 819
2023
Q1 		$953K Buy
20,277
+1,621
+9% +$76.4K 0.01% 813
2022
Q4 		$888K Buy
18,656
+268
+1% +$13.3K 0.01% 802
2022
Q3 		$947K Buy
18,388
+4,510
+32% +$226K 0.02% 729
2022
Q2 		$715K Sell
13,878
-2,754
-17% -$142K 0.01% 839
2022
Q1 		$812K Buy
+16,632
New +$782K 0.01% 818

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atria Wealth Solutions's FMF Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2025, closing a stake of 20,016 shares — an estimated $923K sold.

Atria Wealth Solutions first reported a position in FMF in Q1 2022 and held it in 13 quarters. The position peaked at $1.56M in Q2 2024. 73 funds tracked by Wall St. Rank hold FMF as of Q2 2025.

  • Atria Wealth Solutions reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 20,016 First Trust Managed Futures Strategy Fund shares in Q2 2025, an estimated $923K.
  • Atria Wealth Solutions first reported a position in First Trust Managed Futures Strategy Fund in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's First Trust Managed Futures Strategy Fund position peaked at $1.56M in Q2 2024.
  • 73 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.