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 Q2	$1.14M	Sell	22,690 -341	-1%	-$17.5K	0.01%	632
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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Wealth's FMF Position: Q2 2026 in Review

NewEdge Wealth reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 1.5% in Q2 2026, selling an estimated $17.5K and leaving 22,690 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #632.

NewEdge Wealth first reported a position in FMF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.17M in Q1 2026. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

NewEdge Wealth held 22,690 shares of First Trust Managed Futures Strategy Fund worth $1.14M as of Q2 2026.
NewEdge Wealth sold 341 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $17.5K.
First Trust Managed Futures Strategy Fund made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #632 holding.
NewEdge Wealth first reported a position in First Trust Managed Futures Strategy Fund in Q1 2023 and has held it in 14 quarters since.
NewEdge Wealth's First Trust Managed Futures Strategy Fund position peaked at $1.17M in Q1 2026.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.