Cape Investment Advisory’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Cape Investment Advisory’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	$2.71K	Buy	+54	New	+$2.77K	﹤0.01%	1173

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

Cape Investment Advisory's FMF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in First Trust Managed Futures Strategy Fund (FMF) in Q2 2026: 54 shares worth $2.71K. The stake represents ﹤0.01% of the portfolio and ranks #1173 among its holdings.

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

Cape Investment Advisory held 54 shares of First Trust Managed Futures Strategy Fund worth $2.71K as of Q2 2026.
First Trust Managed Futures Strategy Fund was a new Cape Investment Advisory position in Q2 2026.
First Trust Managed Futures Strategy Fund made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1173 holding.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.