BlueChip Wealth Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

BlueChip Wealth 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	$423K	Hold	8,430	–	–	0.16%	107
2026 Q1	$427K	Buy	8,430 +269	+3%	+$13.3K	0.19%	92
2025 Q4	$384K	Hold	8,161	–	–	0.16%	104
2025 Q3	$397K	Buy	8,161 +1,752	+27%	+$82.5K	0.17%	97
2025 Q2	$290K	Hold	6,409	–	–	0.13%	135
2025 Q1	$296K	Buy	6,409 +501	+8%	+$23.7K	0.15%	122
2024 Q4	$281K	Buy	+5,908	New	+$282K	0.16%	106

Other funds holding FMF

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlueChip Wealth Advisors's FMF Position: Q2 2026 in Review

BlueChip Wealth Advisors held its First Trust Managed Futures Strategy Fund (FMF) position steady in Q2 2026 at 8,430 shares worth $423K. The position accounts for 0.16% of the portfolio, ranked #107.

BlueChip Wealth Advisors first reported a position in FMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $427K in Q1 2026. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

BlueChip Wealth Advisors held 8,430 shares of First Trust Managed Futures Strategy Fund worth $423K as of Q2 2026.
BlueChip Wealth Advisors left its First Trust Managed Futures Strategy Fund share count unchanged in Q2 2026.
First Trust Managed Futures Strategy Fund made up 0.16% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #107 holding.
BlueChip Wealth Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q4 2024 and has held it in 7 quarters since.
BlueChip Wealth Advisors's First Trust Managed Futures Strategy Fund position peaked at $427K in Q1 2026.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.