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FSB Premier Wealth Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

FSB Premier Wealth Management’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 		$630K Buy
12,445
+522
+4% +$25.8K 0.2% 121
2025
Q4 		$561K Sell
11,923
-241
-2% -$11.7K 0.18% 129
2025
Q3 		$592K Buy
12,164
+737
+6% +$34.7K 0.19% 121
2025
Q2 		$517K Buy
11,427
+1,493
+15% +$67.6K 0.18% 128
2025
Q1 		$458K Buy
9,934
+240
+2% +$11.3K 0.18% 128
2024
Q4 		$461K Sell
9,694
-1,033
-10% -$49.3K 0.19% 128
2024
Q3 		$510K Buy
10,727
+2,406
+29% +$116K 0.21% 116
2024
Q2 		$405K Sell
8,321
-3,483
-30% -$171K 0.18% 119
2024
Q1 		$597K Buy
11,804
+2,586
+28% +$126K 0.28% 79
2023
Q4 		$425K Sell
9,218
-123
-1% -$5.87K 0.21% 96
2023
Q3 		$458K Buy
9,341
+760
+9% +$37.1K 0.25% 87
2023
Q2 		$410K Buy
8,581
+3,435
+67% +$165K 0.22% 90
2023
Q1 		$242K Sell
5,146
-1,365
-21% -$64.3K 0.13% 128
2022
Q4 		$310K Buy
6,511
+289
+5% +$14.3K 0.17% 110
2022
Q3 		$320K Buy
6,222
+1,224
+24% +$61.4K 0.19% 104
2022
Q2 		$257K Sell
4,998
-269
-5% -$13.9K 0.14% 120
2022
Q1 		$269K Buy
5,267
+764
+17% +$35.9K 0.13% 117
2021
Q4 		$204K Hold
4,503
– – 0.09% 127
2021
Q3 		$214K Buy
4,503
+136
+3% +$6.51K 0.11% 103
2021
Q2 		$212K Buy
4,367
+100
+2% +$4.85K 0.11% 97
2021
Q1 		$202K Sell
4,267
-591
-12% -$27.6K 0.11% 97
2020
Q4 		$220K Buy
+4,858
New +$214K 0.12% 95

Other funds holding FMF

LPL Financial
LPL Financial San Diego, California $377B 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 $882M AUM 21.79% 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

FSB Premier Wealth Management's FMF Position: Q1 2026 in Review

FSB Premier Wealth Management increased its First Trust Managed Futures Strategy Fund (FMF) stake by 4.4% in Q1 2026, buying an estimated $25.8K and bringing the position to 12,445 shares worth $630K. The position accounts for 0.2% of the portfolio, ranked #121.

FSB Premier Wealth Management first reported a position in FMF in Q4 2020 and has held it in 22 quarters since. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

  • FSB Premier Wealth Management held 12,445 shares of First Trust Managed Futures Strategy Fund worth $630K as of Q1 2026.
  • FSB Premier Wealth Management bought 522 First Trust Managed Futures Strategy Fund shares in Q1 2026, an estimated $25.8K.
  • First Trust Managed Futures Strategy Fund made up 0.2% of FSB Premier Wealth Management's portfolio in Q1 2026, its #121 holding.
  • FSB Premier Wealth Management first reported a position in First Trust Managed Futures Strategy Fund in Q4 2020 and has held it in 22 quarters since.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.