Rothschild Investment LLC’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Rothschild Investment LLC’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	$167K	Sell	3,300 -600	-15%	-$29.6K	0.01%	723
2025 Q4	$183K	Hold	3,900	–	–	0.01%	653
2025 Q3	$190K	Hold	3,900	–	–	0.01%	627
2025 Q2	$176K	Hold	3,900	–	–	0.01%	539
2025 Q1	$180K	Hold	3,900	–	–	0.01%	524
2024 Q4	$186K	Hold	3,900	–	–	0.01%	518
2024 Q3	$185K	Hold	3,900	–	–	0.01%	527
2024 Q2	$190K	Hold	3,900	–	–	0.01%	506
2024 Q1	$197K	Buy	+3,900	New	+$190K	0.01%	471

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

Rothschild Investment LLC's FMF Position: Q1 2026 in Review

Rothschild Investment LLC reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 15% in Q1 2026, selling an estimated $29.6K and leaving 3,300 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #723.

Rothschild Investment LLC first reported a position in FMF in Q1 2024 and has held it in 9 quarters since. The position peaked at $197K in Q1 2024. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

Rothschild Investment LLC held 3,300 shares of First Trust Managed Futures Strategy Fund worth $167K as of Q1 2026.
Rothschild Investment LLC sold 600 First Trust Managed Futures Strategy Fund shares in Q1 2026, an estimated $29.6K.
First Trust Managed Futures Strategy Fund made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #723 holding.
Rothschild Investment LLC first reported a position in First Trust Managed Futures Strategy Fund in Q1 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's First Trust Managed Futures Strategy Fund position peaked at $197K in Q1 2024.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.