Cambridge Investment Research Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Cambridge Investment Research 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	$5.97M	Buy	119,088 +7,798	+7%	+$400K	0.01%	927
2026 Q1	$5.63M	Buy	111,290 +5,468	+5%	+$270K	0.01%	897
2025 Q4	$4.98M	Buy	105,822 +3,821	+4%	+$185K	0.01%	937
2025 Q3	$4.97M	Buy	102,001 +17,578	+21%	+$828K	0.01%	922
2025 Q2	$3.82M	Buy	84,423 +17,725	+27%	+$803K	0.01%	1002
2025 Q1	$3.08M	Buy	66,698 +3,196	+5%	+$151K	0.01%	1073
2024 Q4	$3.02M	Buy	63,502 +7,196	+13%	+$344K	0.01%	1089
2024 Q3	$2.67M	Buy	56,306 +2,515	+5%	+$121K	0.01%	1149
2024 Q2	$2.62M	Buy	53,791 +3,842	+8%	+$188K	0.01%	1108
2024 Q1	$2.53M	Buy	49,949 +4,786	+11%	+$233K	0.01%	1128
2023 Q4	$2.08M	Buy	45,163 +3,305	+8%	+$158K	0.01%	1167
2023 Q3	$2.05M	Sell	41,858 -3,387	-7%	-$165K	0.01%	1124
2023 Q2	$2.16M	Buy	45,245 +10,386	+30%	+$497K	0.01%	1122
2023 Q1	$1.64M	Buy	34,859 +367	+1%	+$17.3K	0.01%	1243
2022 Q4	$1.64M	Buy	34,492 +12,004	+53%	+$595K	0.01%	1190
2022 Q3	$1.16M	Buy	22,488 +6,470	+40%	+$324K	0.01%	1379
2022 Q2	$825K	Buy	16,018 +8,167	+104%	+$421K	﹤0.01%	1602
2022 Q1	$383K	Buy	7,851 +201	+3%	+$9.46K	﹤0.01%	2336
2021 Q4	$347K	Buy	7,650 +1,759	+30%	+$83.2K	﹤0.01%	2401
2021 Q3	$280K	Buy	5,891 +897	+18%	+$43K	﹤0.01%	2520
2021 Q2	$244K	Buy	4,994 +270	+6%	+$13.1K	﹤0.01%	2644
2021 Q1	$224K	Buy	+4,724	New	+$220K	﹤0.01%	2520

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

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

CFAM

Center For Asset Management Palm Beach Gardens, Florida $225M AUM 22.22% 1-Year Est. Return

Cambridge Investment Research Advisors's FMF Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Managed Futures Strategy Fund (FMF) stake by 7% in Q2 2026, buying an estimated $400K and bringing the position to 119,088 shares worth $5.97M. The position accounts for 0.01% of the portfolio, ranked #927.

Cambridge Investment Research Advisors first reported a position in FMF in Q1 2021 and has held it in 22 quarters since. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

Cambridge Investment Research Advisors held 119,088 shares of First Trust Managed Futures Strategy Fund worth $5.97M as of Q2 2026.
Cambridge Investment Research Advisors bought 7,798 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $400K.
First Trust Managed Futures Strategy Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #927 holding.
Cambridge Investment Research Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q1 2021 and has held it in 22 quarters since.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.