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
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

LPL Financial
LPL Financial San Diego, California $376B 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 $778M AUM 18.53% 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