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

Concurrent Investment 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
Q1 		$1.72M Sell
34,025
-281
-0.8% -$13.9K 0.02% 670
2025
Q4 		$1.61M Buy
34,306
+20,001
+140% +$969K 0.02% 649
2025
Q3 		$697K Buy
+14,305
New +$674K 0.01% 782

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

Concurrent Investment Advisors's FMF Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 0.82% in Q1 2026, selling an estimated $13.9K and leaving 34,025 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #670.

Concurrent Investment Advisors first reported a position in FMF in Q3 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

  • Concurrent Investment Advisors held 34,025 shares of First Trust Managed Futures Strategy Fund worth $1.72M as of Q1 2026.
  • Concurrent Investment Advisors sold 281 First Trust Managed Futures Strategy Fund shares in Q1 2026, an estimated $13.9K.
  • First Trust Managed Futures Strategy Fund made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #670 holding.
  • Concurrent Investment Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.