Lord & Richards Wealth Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Lord & Richards Wealth 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 Q2	–	Sell	-670	Closed	-$30.9K	–	86
2025 Q1	$30.9K	Buy	+670	New	+$31.7K	0.04%	99

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lord & Richards Wealth Management's FMF Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2025, closing a stake of 670 shares — an estimated $30.9K sold.

Lord & Richards Wealth Management first reported a position in FMF in Q1 2025 and held it in 1 quarter. The position peaked at $30.9K in Q1 2025. 73 funds tracked by Wall St. Rank hold FMF as of Q2 2025.

Lord & Richards Wealth Management reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2025 after selling out during the quarter.
Lord & Richards Wealth Management sold 670 First Trust Managed Futures Strategy Fund shares in Q2 2025, an estimated $30.9K.
Lord & Richards Wealth Management first reported a position in First Trust Managed Futures Strategy Fund in Q1 2025 and held it in 1 quarter.
Lord & Richards Wealth Management's First Trust Managed Futures Strategy Fund position peaked at $30.9K in Q1 2025.
73 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.