GWM
FMF icon

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

Gilpin 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
Q2 		$10.8K Hold
216
– – 0.01% 306
2026
Q1 		$10.9K Buy
+216
New +$10.7K 0.01% 288

Other funds holding FMF

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $51.6B AUM 27.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gilpin Wealth Management's FMF Position: Q2 2026 in Review

Gilpin Wealth Management held its First Trust Managed Futures Strategy Fund (FMF) position steady in Q2 2026 at 216 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #306.

Gilpin Wealth Management first reported a position in FMF in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.9K in Q1 2026. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Gilpin Wealth Management held 216 shares of First Trust Managed Futures Strategy Fund worth $10.8K as of Q2 2026.
  • Gilpin Wealth Management left its First Trust Managed Futures Strategy Fund share count unchanged in Q2 2026.
  • First Trust Managed Futures Strategy Fund made up 0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Gilpin Wealth Management first reported a position in First Trust Managed Futures Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's First Trust Managed Futures Strategy Fund position peaked at $10.9K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.