Envestnet Portfolio Solutions
FMF icon

Envestnet Portfolio Solutions’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Envestnet Portfolio 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
Q2 		– Sell
-11,719
Closed -$593K – 1400
2026
Q1 		$593K Buy
11,719
+373
+3% +$18.4K ﹤0.01% 818
2025
Q4 		$534K Buy
11,346
+567
+5% +$27.5K ﹤0.01% 1026
2025
Q3 		$525K Sell
10,779
-2,010
-16% -$94.7K ﹤0.01% 1007
2025
Q2 		$578K Sell
12,789
-21,273
-62% -$963K ﹤0.01% 1032
2025
Q1 		$1.57M Sell
34,062
-1,371
-4% -$64.8K 0.01% 661
2024
Q4 		$1.69M Buy
35,433
+1,815
+5% +$86.7K 0.01% 724
2024
Q3 		$1.6M Buy
33,618
+293
+0.9% +$14.1K 0.01% 742
2024
Q2 		$1.62M Buy
33,325
+760
+2% +$37.3K 0.01% 700
2024
Q1 		$1.65M Buy
32,565
+4,932
+18% +$240K 0.01% 693
2023
Q4 		$1.27M Sell
27,633
-20,108
-42% -$959K 0.01% 726
2023
Q3 		$2.34M Buy
+47,741
New +$2.33M 0.01% 507

Other funds holding FMF

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions's FMF Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2026, closing a stake of 11,719 shares — an estimated $593K sold.

Envestnet Portfolio Solutions first reported a position in FMF in Q3 2023 and held it in 11 quarters. The position peaked at $2.34M in Q3 2023. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 11,719 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $593K.
  • Envestnet Portfolio Solutions first reported a position in First Trust Managed Futures Strategy Fund in Q3 2023 and held it in 11 quarters.
  • Envestnet Portfolio Solutions's First Trust Managed Futures Strategy Fund position peaked at $2.34M in Q3 2023.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.