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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.1M +$453K +10,014 +2%
LPL Financial
2
LPL Financial
California
$15.5M +$700K +15,464 +5%
AFFA
3
ALM First Financial Advisors
Texas
$11.8M
TAM
4
TCP Asset Management
Ohio
$8.42M +$435K +9,599 +5%
CAS
5
Coppell Advisory Solutions
Texas
$8.24M +$2.02M +44,593 +32%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.16M -$43.1K -952 -0.7%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$5.38M +$4.28M +94,640 +389%
AssetMark Inc
8
AssetMark Inc
California
$4.78M +$205K +4,533 +4%
First Trust Advisors
9
First Trust Advisors
Illinois
$4.33M -$147K -3,254 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.82M +$803K +17,725 +27%
Raymond James Financial
11
Raymond James Financial
Florida
$3.58M -$17.3K -383 -0.5%
BEI
12
Benjamin Edwards Inc
Missouri
$3.17M +$1.04M +22,874 +48%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.95M +$216K +4,778 +8%
AAS
14
Avantax Advisory Services
Texas
$2.81M -$152K -3,353 -5%
SW
15
Simplicity Wealth
New Jersey
$2.64M +$1.53M +33,826 +138%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.2M -$82.9K -1,831 -4%
BCI
17
Brinker Capital Investments
Pennsylvania
$2.19M -$108K -2,394 -5%
IA
18
IFP Advisors
Florida
$2.09M +$18.9K +417 +0.9%
RA
19
RFG Advisory
Alabama
$1.89M +$1.46M +32,153 +330%
CW
20
CreativeOne Wealth
Kansas
$1.54M +$78.1K +1,725 +5%
GWP
21
Gateway Wealth Partners
Wisconsin
$1.37M -$141K -3,112 -9%
Jane Street
22
Jane Street
New York
$1.27M +$671K +14,819 +111%
NW
23
NewEdge Wealth
Pennsylvania
$1.09M +$80.3K +1,773 +8%
PAS
24
Park Avenue Securities
New York
$1.08M +$1.08M +23,824 New
IWM
25
Iams Wealth Management
Nebraska
$1.03M -$48.1K -1,063 -4%

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.