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First Trust Managed Futures Strategy Fund

73 hedge funds and large institutions have $134M invested in First Trust Managed Futures Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2.76% more ownership

Funds ownership: 83.43%86.19% (+2.8%)

4% more capital invested

Capital invested by funds: $129M → $134M (+$5.66M)

0% more funds holding

Funds holding: 7373 (0)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
51
Trajan Wealth
Arizona
$331K -$60.7K -1,341 -15%
BWA
52
BlueChip Wealth Advisors
Georgia
$290K
PCS
53
Private Client Services
Kentucky
$274K -$543 -12 -0.2%
TFP
54
Traction Financial Partners
Wyoming
$251K +$251K +5,544 New
SAW
55
Signal Advisors Wealth
Michigan
$247K -$4.03K -89 -2%
WI
56
WBI Investments
New Jersey
$238K -$5.79K -128 -2%
MWM
57
Maripau Wealth Management
Indiana
$223K +$21K +463 +10%
OFS
58
OneAscent Financial Services
Alabama
$207K +$4.35K +96 +2%
RIL
59
Rothschild Investment LLC
Illinois
$176K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$143K +$69.6K +1,538 +94%
PS
61
Principal Securities
Iowa
$128K +$15.5K +342 +14%
RF
62
Rossby Financial
Florida
$90.1K
CA
63
CoreCap Advisors
Michigan
$50.8K +$19.2K +424 +61%
SWM
64
Spire Wealth Management
Virginia
$45.4K
US Bancorp
65
US Bancorp
Minnesota
$24.5K +$24.6K +543 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$18K +$18.3K +405 New
LC
67
Luminist Capital
Michigan
$17.5K
Q1WB
68
Quest 10 Wealth Builders
Virginia
$11.2K +$1.13K +25 +11%
FFA
69
Farther Finance Advisors
California
$10.6K
AAS
70
Ameritas Advisory Services
Nebraska
$2.8K +$2.81K +62 New
Wells Fargo
71
Wells Fargo
California
$1.08K +$1.09K +24 New
T
72
Transce3nd
Texas
$723 +$317 +7 +78%
Morgan Stanley
73
Morgan Stanley
New York
$473 -$12.2K -270 -96%
AWS
74
Atria Wealth Solutions
New York
-$923K -20,016 Closed
VCM
75
Virtue Capital Management
Tennessee
-$401K -8,668 Closed

FMF Hedge Fund Activity: Q2 2025 in Review

73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q2 2025, worth a combined $134M — up 4.4% from $129M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FMF positions and 7 closed out — a net gain of 1 holder — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $4.28M. The largest seller was Harbour Investments, cutting an estimated $1.55M.

  • 73 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $134M of First Trust Managed Futures Strategy Fund stock for Q2 2025, up 4.4% quarter-over-quarter.
  • 8 funds opened new First Trust Managed Futures Strategy Fund positions in Q2 2025 and 7 closed out, a net change of +1 holder.
  • The largest First Trust Managed Futures Strategy Fund buyer in Q2 2025 was Janney Montgomery Scott, an estimated $4.28M added.
  • The largest First Trust Managed Futures Strategy Fund seller in Q2 2025 was Harbour Investments, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2025.