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Principal Securities’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-2,863
Closed -$139K – 2116
2025
Q3 		$139K Buy
2,863
+23
+0.8% +$1.08K ﹤0.01% 1445
2025
Q2 		$128K Buy
2,840
+342
+14% +$15.5K ﹤0.01% 1432
2025
Q1 		$119K Hold
2,498
– – ﹤0.01% 1352
2024
Q4 		$119K Buy
2,498
+435
+21% +$20.8K ﹤0.01% 1352
2024
Q3 		$98K Buy
2,063
+992
+93% +$47.8K ﹤0.01% 1404
2024
Q2 		$52.1K Sell
1,071
-54
-5% -$2.65K ﹤0.01% 1607
2024
Q1 		$56.9K Buy
1,125
+129
+13% +$6.29K ﹤0.01% 1513
2023
Q4 		$45.9K Buy
+996
New +$47.5K ﹤0.01% 1529

Other funds holding FMF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Principal Securities's FMF Position: Q4 2025 in Review

Principal Securities sold out of First Trust Managed Futures Strategy Fund (FMF) in Q4 2025, closing a stake of 2,863 shares — an estimated $139K sold.

Principal Securities first reported a position in FMF in Q4 2023 and held it in 8 quarters. The position peaked at $139K in Q3 2025. 82 funds tracked by Wall St. Rank hold FMF as of Q4 2025.

  • Principal Securities reported no remaining First Trust Managed Futures Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,863 First Trust Managed Futures Strategy Fund shares in Q4 2025, an estimated $139K.
  • Principal Securities first reported a position in First Trust Managed Futures Strategy Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's First Trust Managed Futures Strategy Fund position peaked at $139K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.