Coppell Advisory Solutions’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-217,933	Closed	-$10.3M	–	133
2025 Q4	$10.3M	Buy	217,933 +11,675	+6%	+$566K	1.01%	22
2025 Q3	$10M	Buy	206,258 +22,260	+12%	+$1.05M	1.06%	19
2025 Q2	$8.24M	Buy	183,998 +44,593	+32%	+$2.02M	0.98%	24
2025 Q1	$6.34M	Buy	139,405 +102,280	+276%	+$4.83M	0.88%	27
2024 Q4	$1.77M	Buy	37,125 +7,455	+25%	+$356K	0.25%	84
2024 Q3	$1.42M	Buy	29,670 +4,736	+19%	+$228K	0.21%	100
2024 Q2	$1.21M	Buy	+24,934	New	+$1.22M	0.2%	100
2023 Q4	$1.1M	Buy	23,797 +5,421	+30%	+$259K	0.22%	105
2023 Q3	$875K	Sell	18,376 -3,658	-17%	-$179K	0.3%	77
2023 Q2	$1.04M	Sell	22,034 -619	-3%	-$29.6K	0.3%	77
2023 Q1	$1.06M	Buy	22,653 +4,277	+23%	+$202K	0.35%	78
2022 Q4	$875K	Buy	+18,376	New	+$910K	0.3%	81
2020 Q4	$849K	Buy	+18,746	New	+$826K	0.43%	60

Other funds holding FMF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Coppell Advisory Solutions's FMF Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2026, closing a stake of 217,933 shares — an estimated $10.3M sold.

Coppell Advisory Solutions first reported a position in FMF in Q4 2020 and held it in 13 quarters. The position peaked at $10.3M in Q4 2025. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 217,933 First Trust Managed Futures Strategy Fund shares in Q1 2026, an estimated $10.3M.
Coppell Advisory Solutions first reported a position in First Trust Managed Futures Strategy Fund in Q4 2020 and held it in 13 quarters.
Coppell Advisory Solutions's First Trust Managed Futures Strategy Fund position peaked at $10.3M in Q4 2025.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.