Carson Wealth (CWM LLC)
FMF icon

Carson Wealth (CWM LLC)’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.42K Buy
+107
New +$5.28K ﹤0.01% 4996
2025
Q3 		– Sell
-405
Closed -$18K – 5362
2025
Q2 		$18K Buy
+405
New +$18.3K ﹤0.01% 3973
2024
Q4 		– Sell
-27
Closed -$1K – 4987
2024
Q3 		$1K Buy
+27
New +$1.3K ﹤0.01% 4582
2024
Q2 		– Sell
-118
Closed -$6K – 4699
2024
Q1 		$6K Sell
118
-2
-2% -$97 ﹤0.01% 3571
2023
Q4 		$6K Sell
120
-7
-6% -$334 ﹤0.01% 3415
2023
Q3 		$6K Sell
127
-1,174
-90% -$57.3K ﹤0.01% 3363
2023
Q2 		$62K Sell
1,301
-11,022
-89% -$528K ﹤0.01% 1841
2023
Q1 		$579K Buy
12,323
+12,322
+1,232,200% +$581K ﹤0.01% 846
2022
Q4 		$0 Sell
1
-193
-99% -$9.56K ﹤0.01% 4059
2022
Q3 		$10K Hold
194
– – ﹤0.01% 2674
2022
Q2 		$10K Hold
194
– – ﹤0.01% 2576
2022
Q1 		$9K Hold
194
– – ﹤0.01% 2532
2021
Q4 		$9K Buy
+194
New +$9.18K ﹤0.01% 2406
2021
Q2 		$9K Hold
194
– – ﹤0.01% 2142
2021
Q1 		$9K Hold
194
– – ﹤0.01% 2142
2020
Q4 		$9K Hold
194
– – ﹤0.01% 2142
2020
Q3 		$9K Hold
194
– – ﹤0.01% 2142
2020
Q2 		$9K Hold
194
– – ﹤0.01% 2142
2020
Q1 		$9K Hold
194
– – ﹤0.01% 2142
2019
Q4 		$9K Hold
194
– – ﹤0.01% 2142
2019
Q3 		$9K Hold
194
– – ﹤0.01% 2142
2019
Q2 		$9K Hold
194
– – ﹤0.01% 2142
2019
Q1 		$9K Buy
+194
New +$8.71K ﹤0.01% 2142

Other funds holding FMF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
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

Carson Wealth (CWM LLC)'s FMF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in First Trust Managed Futures Strategy Fund (FMF) in Q1 2026: 107 shares worth $5.42K. The stake represents ﹤0.01% of the portfolio and ranks #4996 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FMF as recently as Q2 2025.

Carson Wealth (CWM LLC) first reported a position in FMF in Q1 2019 and has held it in 23 quarters since. The position peaked at $579K in Q1 2023. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 107 shares of First Trust Managed Futures Strategy Fund worth $5.42K as of Q1 2026.
  • First Trust Managed Futures Strategy Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • First Trust Managed Futures Strategy Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4996 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Managed Futures Strategy Fund in Q1 2019 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Managed Futures Strategy Fund position peaked at $579K in Q1 2023.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.