Professional Financial Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Professional Financial 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 Q1	–	Sell	-10,296	Closed	-$484K	–	142
2025 Q4	$484K	Sell	10,296 -309	-3%	-$15K	0.1%	88
2025 Q3	$516K	Sell	10,605 -1,088	-9%	-$51.3K	0.11%	86
2025 Q2	$529K	Sell	11,693 -1,229	-10%	-$55.6K	0.12%	82
2025 Q1	$596K	Sell	12,922 -1,041	-7%	-$49.2K	0.15%	75
2024 Q4	$664K	Sell	13,963 -261	-2%	-$12.5K	0.17%	75
2024 Q3	$676K	Sell	14,224 -1,763	-11%	-$85K	0.18%	72
2024 Q2	$778K	Buy	15,987 +1,360	+9%	+$66.7K	0.21%	66
2024 Q1	$740K	Buy	+14,627	New	+$713K	0.21%	63

Other funds holding FMF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Professional Financial Advisors's FMF Position: Q1 2026 in Review

Professional Financial Advisors sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2026, closing a stake of 10,296 shares — an estimated $484K sold.

Professional Financial Advisors first reported a position in FMF in Q1 2024 and held it in 8 quarters. The position peaked at $778K in Q2 2024. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

Professional Financial Advisors reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2026 after selling out during the quarter.
Professional Financial Advisors sold 10,296 First Trust Managed Futures Strategy Fund shares in Q1 2026, an estimated $484K.
Professional Financial Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q1 2024 and held it in 8 quarters.
Professional Financial Advisors's First Trust Managed Futures Strategy Fund position peaked at $778K in Q2 2024.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on Professional Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.