Lloyd Advisory Services’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Lloyd Advisory Services’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	–	Sell	-24	Closed	-$1.13K	–	918
2025 Q4	$1.13K	Buy	+24	New	+$1.16K	﹤0.01%	478
2022 Q2	–	Sell	-187	Closed	-$9K	–	242
2022 Q1	$9K	Buy	187 +6	+3%	+$282	﹤0.01%	403
2021 Q4	$8K	Buy	181 +9	+5%	+$426	﹤0.01%	328
2021 Q3	$8K	Hold	172	–	–	﹤0.01%	296
2021 Q2	$8K	Buy	172 +51	+42%	+$2.48K	﹤0.01%	292
2021 Q1	$6K	Buy	121 +13	+12%	+$606	﹤0.01%	274
2020 Q4	$5K	Sell	108 -11	-9%	-$485	﹤0.01%	243
2020 Q3	$5K	Sell	119 -13	-10%	-$579	﹤0.01%	227
2020 Q2	$6K	Buy	132 +31	+31%	+$1.36K	﹤0.01%	201
2020 Q1	$4K	Buy	+101	New	+$4.33K	﹤0.01%	186

Other funds holding FMF

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

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $778M AUM 18.53% 1-Year Est. Return

Janney Montgomery Scott

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

First Trust Advisors

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

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return