Morgan Stanley
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Morgan Stanley’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Morgan Stanley’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 		$16.7M Buy
334,001
+156,589
+88% +$8.03M ﹤0.01% 3252
2026
Q1 		$8.98M Buy
177,412
+127,470
+255% +$6.29M ﹤0.01% 3654
2025
Q4 		$2.35M Buy
49,942
+49,773
+29,451% +$2.41M ﹤0.01% 4695
2025
Q3 		$8.29K Buy
169
+159
+1,590% +$7.49K ﹤0.01% 6953
2025
Q2 		$473 Sell
10
-270
-96% -$12.2K ﹤0.01% 7458
2025
Q1 		$13K Buy
280
+269
+2,445% +$12.7K ﹤0.01% 6726
2024
Q4 		$536 Sell
11
-75
-87% -$3.58K ﹤0.01% 7338
2024
Q3 		$4.1K Buy
86
+85
+8,500% +$4.1K ﹤0.01% 6969
2024
Q2 		$92 Buy
+1
New +$49 ﹤0.01% 7367
2024
Q1 		– Sell
-1
Closed -$65 – 7877
2023
Q4 		$65 Buy
+1
New +$48 ﹤0.01% 7410
2023
Q3 		– Sell
-91
Closed -$4.35K – 7644
2023
Q2 		$4.35K Buy
+91
New +$4.36K ﹤0.01% 7019
2022
Q4 		– Sell
-1
Closed – – 7913
2022
Q3 		$0 Buy
+1
New +$50 ﹤0.01% 7754
2022
Q2 		– Sell
-106
Closed -$5K – 7855
2022
Q1 		$5K Sell
106
-394
-79% -$18.5K ﹤0.01% 7577
2021
Q4 		$23K Hold
500
– – ﹤0.01% 7163
2021
Q3 		$24K Sell
500
-35
-7% -$1.68K ﹤0.01% 7028
2021
Q2 		$26K Buy
+535
New +$26K ﹤0.01% 6911

Other funds holding FMF

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFAM
Center For Asset Management Palm Beach Gardens, Florida $225M AUM 22.22% 1-Year Est. Return

Morgan Stanley's FMF Position: Q2 2026 in Review

Morgan Stanley increased its First Trust Managed Futures Strategy Fund (FMF) stake by 88% in Q2 2026, buying an estimated $8.03M and bringing the position to 334,001 shares worth $16.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3252.

Morgan Stanley first reported a position in FMF in Q2 2021 and has held it in 16 quarters since. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Morgan Stanley held 334,001 shares of First Trust Managed Futures Strategy Fund worth $16.7M as of Q2 2026.
  • Morgan Stanley bought 156,589 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $8.03M.
  • First Trust Managed Futures Strategy Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3252 holding.
  • Morgan Stanley first reported a position in First Trust Managed Futures Strategy Fund in Q2 2021 and has held it in 16 quarters since.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.