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

Iams 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	$893K	Sell	17,819 -178	-1%	-$9.13K	0.27%	106
2026 Q1	$911K	Sell	17,997 -1,568	-8%	-$77.4K	0.32%	95
2025 Q4	$921K	Sell	19,565 -1,088	-5%	-$52.7K	0.33%	95
2025 Q3	$1.01M	Sell	20,653 -2,051	-9%	-$96.6K	0.4%	77
2025 Q2	$1.03M	Sell	22,704 -1,063	-4%	-$48.1K	0.47%	66
2025 Q1	$1.1M	Buy	23,767 +861	+4%	+$40.7K	0.5%	70
2024 Q4	$1.09M	Buy	22,906 +1,087	+5%	+$51.9K	0.5%	64
2024 Q3	$1.04M	Buy	21,819 +5,801	+36%	+$280K	0.51%	65
2024 Q2	$780K	Sell	16,018 -7,840	-33%	-$384K	0.43%	69
2024 Q1	$1.18M	Buy	23,858 +2,183	+10%	+$106K	0.72%	45
2023 Q4	$999K	Sell	21,675 -5,306	-20%	-$253K	0.65%	54
2023 Q3	$1.32M	Buy	+26,981	New	+$1.32M	0.91%	38
2023 Q2	–	Sell	-28,528	Closed	-$1.37M	–	161
2023 Q1	$1.34M	Buy	28,528 +2,152	+8%	+$101K	1.11%	30
2022 Q4	$1.26M	Buy	+26,376	New	+$1.31M	1.28%	16

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

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

Iams Wealth Management reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 0.99% in Q2 2026, selling an estimated $9.13K and leaving 17,819 shares worth $893K. The position accounts for 0.27% of the portfolio, ranked #106.

Iams Wealth Management first reported a position in FMF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.34M in Q1 2023. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

Iams Wealth Management held 17,819 shares of First Trust Managed Futures Strategy Fund worth $893K as of Q2 2026.
Iams Wealth Management sold 178 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $9.13K.
First Trust Managed Futures Strategy Fund made up 0.27% of Iams Wealth Management's portfolio in Q2 2026, its #106 holding.
Iams Wealth Management first reported a position in First Trust Managed Futures Strategy Fund in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's First Trust Managed Futures Strategy Fund position peaked at $1.34M in Q1 2023.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.