ALM First Financial Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

ALM First Financial Advisors’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	–	Sell	-312,052	Closed	-$15.8M	–	23
2026 Q1	$15.8M	Buy	312,052 +51,048	+20%	+$2.52M	2.83%	9
2025 Q4	$12.3M	Hold	261,004	–	–	2.43%	13
2025 Q3	$12.7M	Hold	261,004	–	–	2.57%	14
2025 Q2	$11.8M	Hold	261,004	–	–	2.55%	14
2025 Q1	$12M	Buy	261,004 +20,519	+9%	+$969K	2.75%	12
2024 Q4	$11.4M	Buy	240,485 +33,602	+16%	+$1.61M	2.7%	10
2024 Q3	$9.83M	Buy	206,883 +31,883	+18%	+$1.54M	2.43%	14
2024 Q2	$8.52M	Hold	175,000	–	–	2.45%	10
2024 Q1	$8.85M	Hold	175,000	–	–	2.45%	10
2023 Q4	$8.07M	Hold	175,000	–	–	2.36%	10
2023 Q3	$8.57M	Hold	175,000	–	–	2.57%	10
2023 Q2	$8.37M	Hold	175,000	–	–	2.46%	10
2023 Q1	$8.23M	Hold	175,000	–	–	2.57%	10
2022 Q4	$8.33M	Buy	+175,000	New	+$8.67M	2.66%	10

Other funds holding FMF

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ALM First Financial Advisors's FMF Position: Q2 2026 in Review

ALM First Financial Advisors sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2026, closing a stake of 312,052 shares — an estimated $15.8M sold.

ALM First Financial Advisors first reported a position in FMF in Q4 2022 and held it in 14 quarters. The position peaked at $15.8M in Q1 2026. 12 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

ALM First Financial Advisors reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2026 after selling out during the quarter.
ALM First Financial Advisors sold 312,052 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $15.8M.
ALM First Financial Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q4 2022 and held it in 14 quarters.
ALM First Financial Advisors's First Trust Managed Futures Strategy Fund position peaked at $15.8M in Q1 2026.
12 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on ALM First Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.