Golden State Equity Partners’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Golden State Equity 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 Q1	$121K	Buy	+2,389	New	+$118K	0.01%	708

Other funds holding FMF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

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

Golden State Equity Partners's FMF Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in First Trust Managed Futures Strategy Fund (FMF) in Q1 2026: 2,389 shares worth $121K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings.

82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

Golden State Equity Partners held 2,389 shares of First Trust Managed Futures Strategy Fund worth $121K as of Q1 2026.
First Trust Managed Futures Strategy Fund was a new Golden State Equity Partners position in Q1 2026.
First Trust Managed Futures Strategy Fund made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #708 holding.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.