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First Trust Managed Futures Strategy Fund
FMF

Overview Fund Activity

72 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, 31 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
31
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$5.38M
2
CAS
2
Coppell Advisory Solutions
Texas
$8.24M
3
SW
3
Simplicity Wealth
New Jersey
$2.64M
4
RA
4
RFG Advisory
Alabama
$1.89M
5
PAS
5
Park Avenue Securities
New York
$1.08M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$344K
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$578K
3
AWS
3
Atria Wealth Solutions
New York
$0
4
HFP
4
Holistic Financial Partners
Indiana
$348K
5
WIA
5
World Investment Advisors
California
$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
LRWM
76
Lord & Richards Wealth Management
Colorado
– -$30.9K -670 Closed
SIS
77
Sound Income Strategies
Florida
– -$3.55K -77 Closed
GI
78
GAMMA Investing
California
– -$1.48K -32 Closed
UBS Group
79
UBS Group
Switzerland
– -$1.15K -25 Closed
1 2 3
4