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

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

Private Client Services's FMF Position: Q2 2026 in Review

Private Client Services reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 7.6% in Q2 2026, selling an estimated $23.6K and leaving 5,617 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #183.

Private Client Services first reported a position in FMF in Q3 2024 and has held it in 8 quarters since. The position peaked at $308K in Q1 2026. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Private Client Services held 5,617 shares of First Trust Managed Futures Strategy Fund worth $282K as of Q2 2026.
  • Private Client Services sold 461 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $23.6K.
  • First Trust Managed Futures Strategy Fund made up 0.07% of Private Client Services's portfolio in Q2 2026, its #183 holding.
  • Private Client Services first reported a position in First Trust Managed Futures Strategy Fund in Q3 2024 and has held it in 8 quarters since.
  • Private Client Services's First Trust Managed Futures Strategy Fund position peaked at $308K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.