First Heartland Consultants’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

First Heartland Consultants’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	$395K	Buy	7,874 +172	+2%	+$8.82K	0.03%	380
2026 Q1	$390K	Buy	7,702 +136	+2%	+$6.71K	0.03%	336
2025 Q4	$356K	Buy	+7,566	New	+$367K	0.03%	373
2023 Q1	–	Sell	-5,915	Closed	-$282K	–	367
2022 Q4	$282K	Buy	+5,915	New	+$293K	0.05%	290

Other funds holding FMF

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return