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 Q2	$120K	Hold	2,389	–	–	0.32%	44
2026 Q1	$121K	Buy	+2,389	New	+$118K	0.01%	708

Other funds holding FMF

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Golden State Equity Partners's FMF Position: Q2 2026 in Review

Golden State Equity Partners held its First Trust Managed Futures Strategy Fund (FMF) position steady in Q2 2026 at 2,389 shares worth $120K. The position accounts for 0.32% of the portfolio, ranked #44.

Golden State Equity Partners first reported a position in FMF in Q1 2026 and has held it in 2 quarters since. The position peaked at $121K in Q1 2026. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

Golden State Equity Partners held 2,389 shares of First Trust Managed Futures Strategy Fund worth $120K as of Q2 2026.
Golden State Equity Partners left its First Trust Managed Futures Strategy Fund share count unchanged in Q2 2026.
First Trust Managed Futures Strategy Fund made up 0.32% of Golden State Equity Partners's portfolio in Q2 2026, its #44 holding.
Golden State Equity Partners first reported a position in First Trust Managed Futures Strategy Fund in Q1 2026 and has held it in 2 quarters since.
Golden State Equity Partners's First Trust Managed Futures Strategy Fund position peaked at $121K in Q1 2026.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.