Family Management’s The Future Fund Active ETF FFND Stock Holding History

Family Management’s Portfolio FFND Stock Details FFND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,378	Closed	-$132K	–	319
2025 Q4	$132K	Hold	4,378	–	–	0.02%	247
2025 Q3	$131K	Hold	4,378	–	–	0.02%	226
2025 Q2	$122K	Buy	+4,378	New	+$112K	0.02%	196
2024 Q4	–	Sell	-4,378	Closed	-$103K	–	208
2024 Q3	$103K	Buy	+4,378	New	+$101K	0.02%	168

Other funds holding FFND

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Family Management's FFND Position: Q1 2026 in Review

Family Management sold out of The Future Fund Active ETF (FFND) in Q1 2026, closing a stake of 4,378 shares — an estimated $132K sold.

Family Management first reported a position in FFND in Q3 2024 and held it in 4 quarters. The position peaked at $132K in Q4 2025. 7 funds tracked by Wall St. Rank hold FFND as of Q1 2026.

Family Management reported no remaining The Future Fund Active ETF position as of Q1 2026 after selling out during the quarter.
Family Management sold 4,378 The Future Fund Active ETF shares in Q1 2026, an estimated $132K.
Family Management first reported a position in The Future Fund Active ETF in Q3 2024 and held it in 4 quarters.
Family Management's The Future Fund Active ETF position peaked at $132K in Q4 2025.
7 funds tracked by Wall St. Rank held The Future Fund Active ETF as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.