Janney Montgomery Scott
FMF icon

Janney Montgomery Scott’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Janney Montgomery Scott’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 		$10.5M Buy
208,142
+35,766
+21% +$1.77M 0.03% 566
2025
Q4 		$8.11M Buy
172,376
+32,006
+23% +$1.55M 0.02% 700
2025
Q3 		$6.84M Buy
140,370
+21,421
+18% +$1.01M 0.02% 752
2025
Q2 		$5.38M Buy
118,949
+94,640
+389% +$4.28M 0.01% 786
2025
Q1 		$1.12M Buy
24,309
+4,790
+25% +$226K ﹤0.01% 1470
2024
Q4 		$929K Buy
19,519
+6,581
+51% +$314K ﹤0.01% 1580
2024
Q3 		$615K Buy
+12,938
New +$624K ﹤0.01% 1823
2023
Q4 		– Sell
-18,826
Closed -$922K – 2677
2023
Q3 		$922K Sell
18,826
-591
-3% -$28.8K ﹤0.01% 1386
2023
Q2 		$928K Buy
19,417
+25
+0.1% +$1.2K ﹤0.01% 1460
2023
Q1 		$912K Buy
19,392
+119
+0.6% +$5.61K ﹤0.01% 1368
2022
Q4 		$917K Buy
+19,273
New +$955K ﹤0.01% 1422

Other funds holding FMF

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
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 $778M AUM 18.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return