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Pinnacle Family Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Pinnacle Family 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 		$610K Sell
12,162
-400
-3% -$20.5K 0.26% 71
2026
Q1 		$636K Buy
12,562
+526
+4% +$26K 0.3% 54
2025
Q4 		$566K Sell
12,036
-39
-0.3% -$1.89K 0.25% 73
2025
Q3 		$588K Buy
12,075
+688
+6% +$32.4K 0.26% 62
2025
Q2 		$515K Buy
11,387
+353
+3% +$16K 0.25% 70
2025
Q1 		$509K Buy
11,034
+128
+1% +$6.05K 0.28% 69
2024
Q4 		$519K Buy
10,906
+750
+7% +$35.8K 0.25% 68
2024
Q3 		$482K Buy
10,156
+181
+2% +$8.73K 0.25% 71
2024
Q2 		$485K Sell
9,975
-115
-1% -$5.64K 0.27% 59
2024
Q1 		$510K Buy
10,090
+443
+5% +$21.6K 0.27% 54
2023
Q4 		$445K Buy
9,647
+254
+3% +$12.1K 0.26% 58
2023
Q3 		$460K Buy
9,393
+194
+2% +$9.47K 0.26% 54
2023
Q2 		$440K Sell
9,199
-517
-5% -$24.8K 0.24% 69
2023
Q1 		$457K Buy
9,716
+974
+11% +$45.9K 0.28% 65
2022
Q4 		$416K Sell
8,742
-37
-0.4% -$1.83K 0.3% 57
2022
Q3 		$452K Sell
8,779
-784
-8% -$39.3K 0.39% 44
2022
Q2 		$493K Sell
9,563
-254
-3% -$13.1K 0.4% 52
2022
Q1 		$479K Buy
9,817
+1,200
+14% +$56.4K 0.26% 71
2021
Q4 		$391K Buy
8,617
+989
+13% +$46.8K 0.18% 75
2021
Q3 		$363K Sell
7,628
-55
-0.7% -$2.63K 0.16% 89
2021
Q2 		$375K Sell
7,683
-9
-0.1% -$437 0.16% 84
2021
Q1 		$364K Buy
7,692
+1,440
+23% +$67.1K 0.19% 81
2020
Q4 		$283K Buy
+6,252
New +$275K 0.17% 91

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

Pinnacle Family Advisors's FMF Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 3.2% in Q2 2026, selling an estimated $20.5K and leaving 12,162 shares worth $610K. The position accounts for 0.26% of the portfolio, ranked #71.

Pinnacle Family Advisors first reported a position in FMF in Q4 2020 and has held it in 23 quarters since. The position peaked at $636K in Q1 2026. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Pinnacle Family Advisors held 12,162 shares of First Trust Managed Futures Strategy Fund worth $610K as of Q2 2026.
  • Pinnacle Family Advisors sold 400 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $20.5K.
  • First Trust Managed Futures Strategy Fund made up 0.26% of Pinnacle Family Advisors's portfolio in Q2 2026, its #71 holding.
  • Pinnacle Family Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q4 2020 and has held it in 23 quarters since.
  • Pinnacle Family Advisors's First Trust Managed Futures Strategy Fund position peaked at $636K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.