Who owns FMF?
First Trust Managed Futures Strategy Fund · First Trust
83 institutions reported holding FMF, worth $210.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FMF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| First Trust Advisors LP | Wheaton, IL | $55.1M | 1,098,446 | +896,081 shares |
| Morgan Stanley | New York, NY | $16.7M | 334,001 | +156,589 shares |
| Cetera Investment Advisers | Schaumburg, IL | $14.0M | 279,690 | −77,148 shares |
| Coppell Advisory Solutions LLC | Coppell, TX | $12.7M | 227,666 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $11.9M | 238,176 | +126,886 shares |
| LPL Financial LLC | Fort Mill, SC | $11.6M | 231,259 | −353,940 shares |
| TCP Asset Management, LLC | Upper Arlington, OH | $11.3M | 225,531 | +8,546 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $10.9M | 218,091 | +9,949 shares |
| Assetmark, Inc. | Concord, CA | $10.9M | 216,988 | +29,414 shares |
| RFG Advisory, LLC | Birmingham, AL | $5.6M | 111,309 | +32,896 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FMF?
83 institutional managers reported holding FMF in Form 13F filings for June 30, 2026, worth $210.0M in total. The largest reported position was held by First Trust Advisors LP, at $55.1M.
Did institutions buy or sell FMF last quarter?
Reported 13F value rose 1.7% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FMF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.