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Pacific Excel Wealth Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Pacific Excel Wealth Advisors’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 		– Sell
-4,876
Closed -$247K – 261
2026
Q1 		$247K Buy
+4,876
New +$241K 0.26% 120

Other funds holding FMF

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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

Pacific Excel Wealth Advisors's FMF Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2026, closing a stake of 4,876 shares — an estimated $247K sold.

Pacific Excel Wealth Advisors first reported a position in FMF in Q1 2026 and held it in 1 quarter. The position peaked at $247K in Q1 2026. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 4,876 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $247K.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's First Trust Managed Futures Strategy Fund position peaked at $247K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.