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Novem Group’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Novem Group’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 		$384K Buy
7,653
+31
+0.4% +$1.59K 0.04% 315
2026
Q1 		$386K Buy
+7,622
New +$376K 0.04% 304

Other funds holding FMF

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Novem Group's FMF Position: Q2 2026 in Review

Novem Group increased its First Trust Managed Futures Strategy Fund (FMF) stake by 0.41% in Q2 2026, buying an estimated $1.59K and bringing the position to 7,653 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #315.

Novem Group first reported a position in FMF in Q1 2026 and has held it in 2 quarters since. The position peaked at $386K in Q1 2026. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Novem Group held 7,653 shares of First Trust Managed Futures Strategy Fund worth $384K as of Q2 2026.
  • Novem Group bought 31 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $1.59K.
  • First Trust Managed Futures Strategy Fund made up 0.04% of Novem Group's portfolio in Q2 2026, its #315 holding.
  • Novem Group first reported a position in First Trust Managed Futures Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • Novem Group's First Trust Managed Futures Strategy Fund position peaked at $386K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.