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NW
NewEdge Wealth’s
First Trust Managed Futures Strategy Fund
FMF
Stock Holding History
NewEdge Wealth’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
$1.17M
Buy
23,031
+19
+0.1%
+$938
0.01%
581
2025
Q4
$1.08M
Sell
23,012
-277
-1%
-$13.4K
0.01%
607
2025
Q3
$1.12M
Buy
23,289
+27
+0.1%
+$1.27K
0.02%
537
2025
Q2
$1.09M
Buy
23,262
+1,773
+8%
+$80.3K
0.02%
511
2025
Q1
$991K
Sell
21,489
-25
-0.1%
-$1.18K
0.02%
489
2024
Q4
$1.02M
Buy
21,514
+602
+3%
+$28.8K
0.02%
475
2024
Q3
$993K
Buy
20,912
+509
+2%
+$24.5K
0.02%
474
2024
Q2
$993K
Sell
20,403
-271
-1%
-$13.3K
0.02%
421
2024
Q1
$1M
Buy
20,674
+27
+0.1%
+$1.31K
0.02%
426
2023
Q4
$952K
Sell
20,647
-771
-4%
-$36.8K
0.02%
409
2023
Q3
$1.05M
Buy
21,418
+29
+0.1%
+$1.42K
0.03%
346
2023
Q2
$1.02M
Buy
21,389
+11,266
+111%
+$540K
0.03%
348
2023
Q1
$476K
Buy
+10,123
New
+$477K
0.02%
416
Other funds holding FMF
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San Diego, California
$376B 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
$778M AUM
18.53%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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