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Action Point Financial Planning’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Action Point Financial Planning’s Portfolio FMF Stock Details FMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.1K Buy
+840
New +$43.1K ﹤0.01% 881

Other funds holding FMF

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Action Point Financial Planning's FMF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Managed Futures Strategy Fund (FMF) in Q2 2026: 840 shares worth $42.1K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings.

82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Action Point Financial Planning held 840 shares of First Trust Managed Futures Strategy Fund worth $42.1K as of Q2 2026.
  • First Trust Managed Futures Strategy Fund was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Managed Futures Strategy Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #881 holding.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.