Kestra Investment Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Kestra Investment 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
2025 Q1	–	Sell	-53	Closed	-$2.51K	–	1081
2024 Q4	$2.51K	Buy	+53	New	+$2.53K	﹤0.01%	1004

Other funds holding FMF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $882M AUM 21.79% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kestra Investment Management's FMF Position: Q1 2025 in Review

Kestra Investment Management sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2025, closing a stake of 53 shares — an estimated $2.51K sold.

Kestra Investment Management first reported a position in FMF in Q4 2024 and held it in 1 quarter. The position peaked at $2.51K in Q4 2024. 73 funds tracked by Wall St. Rank hold FMF as of Q1 2025.

Kestra Investment Management reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2025 after selling out during the quarter.
Kestra Investment Management sold 53 First Trust Managed Futures Strategy Fund shares in Q1 2025, an estimated $2.51K.
Kestra Investment Management first reported a position in First Trust Managed Futures Strategy Fund in Q4 2024 and held it in 1 quarter.
Kestra Investment Management's First Trust Managed Futures Strategy Fund position peaked at $2.51K in Q4 2024.
73 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.