Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Cetera Investment Advisers’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 		$14M Sell
279,690
-77,148
-22% -$3.95M 0.01% 947
2026
Q1 		$18.1M Buy
356,838
+26,243
+8% +$1.3M 0.02% 732
2025
Q4 		$15.6M Buy
330,595
+146,811
+80% +$7.11M 0.02% 778
2025
Q3 		$8.95M Buy
183,784
+47,467
+35% +$2.24M 0.01% 1057
2025
Q2 		$6.16M Sell
136,317
-952
-0.7% -$43.1K 0.01% 1064
2025
Q1 		$6.33M Buy
137,269
+16,125
+13% +$762K 0.01% 979
2024
Q4 		$5.76M Buy
121,144
+19,488
+19% +$931K 0.01% 964
2024
Q3 		$4.83M Buy
101,656
+5,991
+6% +$289K 0.01% 1021
2024
Q2 		$4.66M Buy
95,665
+3,969
+4% +$195K 0.01% 1041
2024
Q1 		$4.64M Buy
91,696
+33,806
+58% +$1.65M 0.01% 1025
2023
Q4 		$2.67M Buy
57,890
+2,191
+4% +$104K 0.02% 676
2023
Q3 		$2.73M Buy
55,699
+1,304
+2% +$63.6K 0.02% 625
2023
Q2 		$2.6M Buy
54,395
+10,822
+25% +$518K 0.02% 659
2023
Q1 		$2.05M Buy
43,573
+676
+2% +$31.9K 0.02% 723
2022
Q4 		$2.04M Buy
+42,897
New +$2.12M 0.02% 700

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
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
CFAM
Center For Asset Management Palm Beach Gardens, Florida $225M AUM 22.22% 1-Year Est. Return

Cetera Investment Advisers's FMF Position: Q2 2026 in Review

Cetera Investment Advisers reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 22% in Q2 2026, selling an estimated $3.95M and leaving 279,690 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #947.

Cetera Investment Advisers first reported a position in FMF in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.1M in Q1 2026. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Cetera Investment Advisers held 279,690 shares of First Trust Managed Futures Strategy Fund worth $14M as of Q2 2026.
  • Cetera Investment Advisers sold 77,148 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $3.95M.
  • First Trust Managed Futures Strategy Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #947 holding.
  • Cetera Investment Advisers first reported a position in First Trust Managed Futures Strategy Fund in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's First Trust Managed Futures Strategy Fund position peaked at $18.1M in Q1 2026.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.