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First Trust Managed Futures Strategy Fund

82 hedge funds and large institutions have $207M invested in First Trust Managed Futures Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $181M → $207M (+$25.5M)

0% more funds holding

Funds holding: 8282 (0)

4.01% less ownership

Funds ownership: 86.43%82.42% (-4%)

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
41
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
26
Park Avenue Securities
New York
$1.28M +$29.8K +604 +2%
NW
27
NewEdge Wealth
Pennsylvania
$1.17M +$938 +19 +0.1%
GM
28
GeoWealth Management
Illinois
$1.08M +$494 +10 +0%
FA
29
Fermata Advisors
California
$974K +$29.3K +593 +3%
IWM
30
Iams Wealth Management
Nebraska
$911K -$77.4K -1,568 -8%
AI
31
Atria Investments
North Carolina
$799K -$17.8K -361 -2%
Jane Street
32
Jane Street
New York
$767K +$748K +15,146 New
HAS
33
HBW Advisory Services
California
$746K +$36.8K +746 +5%
SCA
34
Snowden Capital Advisors
New York
$745K +$26.9K +544 +4%
WIA
35
World Investment Advisors
California
$714K -$790 -16 -0.1%
LSIA
36
LaSalle St. Investment Advisors
Illinois
$690K -$3.56K -72 -0.5%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$682K -$152K -3,087 -19%
PFA
38
Pinnacle Family Advisors
Missouri
$636K +$26K +526 +4%
FPWM
39
FSB Premier Wealth Management
Iowa
$630K +$25.8K +522 +4%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$593K +$18.4K +373 +3%
BWP
41
Balboa Wealth Partners
Arizona
$567K +$20.2K +410 +4%
RIS
42
Richmond Investment Services
Wisconsin
$471K -$35.5K -719 -7%
BWA
43
BlueChip Wealth Advisors
Georgia
$427K +$13.3K +269 +3%
AWM
44
Apollon Wealth Management
South Carolina
$406K -$4.69K -95 -1%
FHC
45
First Heartland Consultants
Missouri
$390K +$6.71K +136 +2%
NG
46
Novem Group
New York
$386K +$376K +7,622 New
HI
47
Harbour Investments
Wisconsin
$377K +$51.6K +1,046 +16%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$366K +$357K +7,238 New
PCS
49
Private Client Services
Kentucky
$308K +$1.28K +26 +0.4%
AAS
50
Asset Allocation Strategies
Michigan
$294K +$13.2K +268 +5%

FMF Hedge Fund Activity: Q1 2026 in Review

82 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q1 2026, worth a combined $207M — up 14% from $181M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FMF positions and 11 closed out — a net gain of 2 holders — while 41 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.29M. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $10.3M sold.

  • 82 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $207M of First Trust Managed Futures Strategy Fund stock for Q1 2026, up 14% quarter-over-quarter.
  • 13 funds opened new First Trust Managed Futures Strategy Fund positions in Q1 2026 and 11 closed out, a net change of +2 holders.
  • The largest First Trust Managed Futures Strategy Fund buyer in Q1 2026 was Morgan Stanley, an estimated $6.29M added.
  • The largest First Trust Managed Futures Strategy Fund seller in Q1 2026 was Coppell Advisory Solutions, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2026.