Concurrent Investment Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History
Bought
Maintained
Sold
Other funds holding FMF
TAM
RA
Concurrent Investment Advisors's FMF Position: Q2 2026 in Review
Concurrent Investment Advisors reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 0.92% in Q2 2026, selling an estimated $16K and leaving 33,713 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #773.
Concurrent Investment Advisors first reported a position in FMF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.72M in Q1 2026. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.
- Concurrent Investment Advisors held 33,713 shares of First Trust Managed Futures Strategy Fund worth $1.69M as of Q2 2026.
- Concurrent Investment Advisors sold 312 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $16K.
- First Trust Managed Futures Strategy Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #773 holding.
- Concurrent Investment Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q3 2025 and has held it in 4 quarters since.
- Concurrent Investment Advisors's First Trust Managed Futures Strategy Fund position peaked at $1.72M in Q1 2026.
- 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.
Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.