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 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	-2	Closed	-$130	–	7877
2023 Q4	$130	Buy	+2	New	+$95	﹤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

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

BEI

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley's FMF Position: Q1 2026 in Review

Morgan Stanley increased its First Trust Managed Futures Strategy Fund (FMF) stake by 255% in Q1 2026, buying an estimated $6.29M and bringing the position to 177,412 shares worth $8.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

Morgan Stanley first reported a position in FMF in Q2 2021 and has held it in 15 quarters since. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

Morgan Stanley held 177,412 shares of First Trust Managed Futures Strategy Fund worth $8.98M as of Q1 2026.
Morgan Stanley bought 127,470 First Trust Managed Futures Strategy Fund shares in Q1 2026, an estimated $6.29M.
First Trust Managed Futures Strategy Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3654 holding.
Morgan Stanley first reported a position in First Trust Managed Futures Strategy Fund in Q2 2021 and has held it in 15 quarters since.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.