Fidelity Investments’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Fidelity Investments’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
2024 Q4	–	Sell	-1	Closed	-$48	–	5645
2024 Q3	$48	Buy	+1	New	+$48	﹤0.01%	5194
2024 Q2	–	Sell	-1	Closed	-$51	–	5462
2024 Q1	$51	Buy	+1	New	+$49	﹤0.01%	5034
2023 Q3	–	Sell	-1	Closed	-$48	–	5368
2023 Q2	$48	Buy	+1	New	+$48	﹤0.01%	5023

Other funds holding FMF

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Fidelity Investments's FMF Position: Q4 2024 in Review

Fidelity Investments sold out of First Trust Managed Futures Strategy Fund (FMF) in Q4 2024, closing a stake of 1 share — an estimated $48 sold.

Fidelity Investments first reported a position in FMF in Q2 2023 and held it in 3 quarters. The position peaked at $51 in Q1 2024. 79 funds tracked by Wall St. Rank hold FMF as of Q4 2024.

Fidelity Investments reported no remaining First Trust Managed Futures Strategy Fund position as of Q4 2024 after selling out during the quarter.
Fidelity Investments sold 1 First Trust Managed Futures Strategy Fund share in Q4 2024, an estimated $48.
Fidelity Investments first reported a position in First Trust Managed Futures Strategy Fund in Q2 2023 and held it in 3 quarters.
Fidelity Investments's First Trust Managed Futures Strategy Fund position peaked at $51 in Q1 2024.
79 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.