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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
2023
Q3 		– Sell
-58,775
Closed -$2.79M – 153
2023
Q2 		$2.79M Buy
+58,775
New +$2.82M 1.02% 35

Other funds holding FMF

TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CFAM
Center For Asset Management Palm Beach Gardens, Florida $225M AUM 22.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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. 27 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.
  • 27 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.