AmeriFlex Group’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

AmeriFlex Group’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 Q1	$3.19K	Sell	63 -97	-61%	-$4.79K	﹤0.01%	905
2025 Q4	$7.53K	Sell	160 -160	-50%	-$7.75K	﹤0.01%	763
2025 Q3	$15.6K	Buy	+320	New	+$15.1K	0.01%	685

Other funds holding FMF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

TAM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

AmeriFlex Group's FMF Position: Q1 2026 in Review

AmeriFlex Group reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 61% in Q1 2026, selling an estimated $4.79K and leaving 63 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

AmeriFlex Group first reported a position in FMF in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.6K in Q3 2025. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

AmeriFlex Group held 63 shares of First Trust Managed Futures Strategy Fund worth $3.19K as of Q1 2026.
AmeriFlex Group sold 97 First Trust Managed Futures Strategy Fund shares in Q1 2026, an estimated $4.79K.
First Trust Managed Futures Strategy Fund made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #905 holding.
AmeriFlex Group first reported a position in First Trust Managed Futures Strategy Fund in Q3 2025 and has held it in 3 quarters since.
AmeriFlex Group's First Trust Managed Futures Strategy Fund position peaked at $15.6K in Q3 2025.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.