PCS
FMF icon

Private Client Services’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Private Client Services’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 		$282K Sell
5,617
-461
-8% -$23.6K 0.07% 183
2026
Q1 		$308K Buy
6,078
+26
+0.4% +$1.28K 0.09% 154
2025
Q4 		$285K Hold
6,052
– – 0.09% 152
2025
Q3 		$295K Sell
6,052
-14
-0.2% -$660 0.1% 146
2025
Q2 		$274K Sell
6,066
-12
-0.2% -$543 0.11% 165
2025
Q1 		$280K Buy
6,078
+153
+3% +$7.23K 0.14% 139
2024
Q4 		$282K Buy
5,925
+1,353
+30% +$64.6K 0.15% 128
2024
Q3 		$217K Buy
+4,572
New +$220K 0.12% 159

Other funds holding FMF

RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return