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 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

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

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

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 $882M AUM 21.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

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

LaSalle St. Investment Advisors's FMF Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 0.53% in Q1 2026, selling an estimated $3.56K and leaving 13,624 shares worth $690K. The position accounts for 0.1% of the portfolio, ranked #159.

LaSalle St. Investment Advisors first reported a position in FMF in Q4 2024 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

LaSalle St. Investment Advisors held 13,624 shares of First Trust Managed Futures Strategy Fund worth $690K as of Q1 2026.
LaSalle St. Investment Advisors sold 72 First Trust Managed Futures Strategy Fund shares in Q1 2026, an estimated $3.56K.
First Trust Managed Futures Strategy Fund made up 0.1% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #159 holding.
LaSalle St. Investment Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q4 2024 and has held it in 6 quarters since.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.