HBW Advisory Services’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

HBW Advisory Services’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	$755K	Buy	15,072 +326	+2%	+$16.7K	0.07%	246
2026 Q1	$746K	Buy	14,746 +746	+5%	+$36.8K	0.08%	225
2025 Q4	$659K	Buy	14,000 +9,517	+212%	+$461K	0.07%	244
2025 Q3	$218K	Buy	+4,483	New	+$211K	0.02%	386
2025 Q1	–	Sell	-5,359	Closed	-$255K	–	405
2024 Q4	$255K	Buy	+5,359	New	+$256K	0.03%	308

Other funds holding FMF

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

HBW Advisory Services's FMF Position: Q2 2026 in Review

HBW Advisory Services increased its First Trust Managed Futures Strategy Fund (FMF) stake by 2.2% in Q2 2026, buying an estimated $16.7K and bringing the position to 15,072 shares worth $755K. The position accounts for 0.07% of the portfolio, ranked #246.

HBW Advisory Services first reported a position in FMF in Q4 2024 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

HBW Advisory Services held 15,072 shares of First Trust Managed Futures Strategy Fund worth $755K as of Q2 2026.
HBW Advisory Services bought 326 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $16.7K.
First Trust Managed Futures Strategy Fund made up 0.07% of HBW Advisory Services's portfolio in Q2 2026, its #246 holding.
HBW Advisory Services first reported a position in First Trust Managed Futures Strategy Fund in Q4 2024 and has held it in 5 quarters since.
12 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.