LaSalle St. Investment Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

LaSalle St. Investment Advisors’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	$680K	Sell	13,576 -48	-0.4%	-$2.46K	0.08%	182
2026 Q1	$690K	Sell	13,624 -72	-0.5%	-$3.56K	0.1%	159
2025 Q4	$644K	Buy	13,696 +37	+0.3%	+$1.79K	0.1%	152
2025 Q3	$665K	Buy	13,659 +371	+3%	+$17.5K	0.12%	137
2025 Q2	$600K	Buy	13,288 +555	+4%	+$25.1K	0.16%	130
2025 Q1	$587K	Sell	12,733 -118	-0.9%	-$5.57K	0.14%	132
2024 Q4	$611K	Buy	+12,851	New	+$614K	0.19%	107

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 $885M AUM 13.53% 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 22.9% 1-Year Est. Return

LaSalle St. Investment Advisors's FMF Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 0.35% in Q2 2026, selling an estimated $2.46K and leaving 13,576 shares worth $680K. The position accounts for 0.08% of the portfolio, ranked #182.

LaSalle St. Investment Advisors first reported a position in FMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $690K in Q1 2026. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

LaSalle St. Investment Advisors held 13,576 shares of First Trust Managed Futures Strategy Fund worth $680K as of Q2 2026.
LaSalle St. Investment Advisors sold 48 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $2.46K.
First Trust Managed Futures Strategy Fund made up 0.08% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #182 holding.
LaSalle St. Investment Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q4 2024 and has held it in 7 quarters since.
LaSalle St. Investment Advisors's First Trust Managed Futures Strategy Fund position peaked at $690K in Q1 2026.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.