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Richmond Investment Services’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Richmond Investment 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 		$211K Sell
4,206
-5,092
-55% -$261K 0.07% 140
2026
Q1 		$471K Sell
9,298
-719
-7% -$35.5K 0.08% 163
2025
Q4 		$471K Buy
10,017
+61
+0.6% +$2.96K 0.08% 145
2025
Q3 		$485K Sell
9,956
-142
-1% -$6.69K 0.09% 136
2025
Q2 		$457K Buy
10,098
+5,053
+100% +$229K 0.1% 134
2025
Q1 		$233K Sell
5,045
-167
-3% -$7.89K 0.13% 100
2024
Q4 		$248K Buy
+5,212
New +$249K 0.14% 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

Richmond Investment Services's FMF Position: Q2 2026 in Review

Richmond Investment Services reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 55% in Q2 2026, selling an estimated $261K and leaving 4,206 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #140.

Richmond Investment Services first reported a position in FMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $485K in Q3 2025. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Richmond Investment Services held 4,206 shares of First Trust Managed Futures Strategy Fund worth $211K as of Q2 2026.
  • Richmond Investment Services sold 5,092 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $261K.
  • First Trust Managed Futures Strategy Fund made up 0.07% of Richmond Investment Services's portfolio in Q2 2026, its #140 holding.
  • Richmond Investment Services first reported a position in First Trust Managed Futures Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • Richmond Investment Services's First Trust Managed Futures Strategy Fund position peaked at $485K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.