GRP
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Global Retirement Partners’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Global Retirement Partners’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 		$240K Buy
+4,790
New +$246K ﹤0.01% 1473
2025
Q4 		$233K Sell
4,948
-9,703
-66% -$470K ﹤0.01% 1379
2025
Q3 		$713K Buy
14,651
+1,096
+8% +$51.6K 0.02% 637
2025
Q2 		$613K Buy
+13,555
New +$614K 0.02% 649
2024
Q4 		$554K Buy
11,637
+383
+3% +$18.3K 0.02% 601
2024
Q3 		$535K Buy
11,254
+12
+0.1% +$579 0.02% 616
2024
Q2 		$547K Sell
11,242
-104
-0.9% -$5.1K 0.02% 584
2024
Q1 		$574K Sell
11,346
-95
-0.8% -$4.63K 0.02% 501
2023
Q4 		$538K Buy
11,441
+1,080
+10% +$51.5K 0.02% 481
2023
Q3 		$499K Buy
10,361
+8,879
+599% +$433K 0.03% 438
2023
Q2 		$70.9K Buy
1,482
+53
+4% +$2.54K ﹤0.01% 1100
2023
Q1 		$68.4K Buy
1,429
+3
+0.2% +$141 ﹤0.01% 1094
2022
Q4 		$67.9K Buy
1,426
+5
+0.4% +$248 ﹤0.01% 965
2022
Q3 		$73K Buy
1,421
+1,055
+288% +$52.9K 0.01% 877
2022
Q2 		$19K Sell
366
-1,368
-79% -$70.6K ﹤0.01% 1366
2022
Q1 		$89K Buy
+1,734
New +$81.6K 0.01% 796

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

Global Retirement Partners's FMF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Managed Futures Strategy Fund (FMF) in Q2 2026: 4,790 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FMF as recently as Q4 2025.

Global Retirement Partners first reported a position in FMF in Q1 2022 and has held it in 16 quarters since. The position peaked at $713K in Q3 2025. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Global Retirement Partners held 4,790 shares of First Trust Managed Futures Strategy Fund worth $240K as of Q2 2026.
  • First Trust Managed Futures Strategy Fund was a new Global Retirement Partners position in Q2 2026.
  • First Trust Managed Futures Strategy Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1473 holding.
  • Global Retirement Partners first reported a position in First Trust Managed Futures Strategy Fund in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's First Trust Managed Futures Strategy Fund position peaked at $713K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.