Sigma Planning Corp’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Sigma Planning Corp’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
2025 Q4	–	Sell	-9,666	Closed	-$471K	–	1333
2025 Q3	$471K	Buy	9,666 +1,249	+15%	+$58.8K	0.01%	842
2025 Q2	$381K	Buy	8,417 +1,485	+21%	+$67.2K	0.01%	895
2025 Q1	$320K	Buy	+6,932	New	+$327K	0.01%	922
2023 Q4	–	Sell	-6,067	Closed	-$297K	–	963
2023 Q3	$297K	Sell	6,067 -291	-5%	-$14.2K	0.01%	924
2023 Q2	$304K	Sell	6,358 -16,256	-72%	-$779K	0.01%	928
2023 Q1	$1.06M	Buy	22,614 +581	+3%	+$27.4K	0.04%	487
2022 Q4	$1.05M	Buy	22,033 +949	+5%	+$47K	0.04%	462
2022 Q3	$1.08M	Buy	21,084 +1,153	+6%	+$57.8K	0.04%	429
2022 Q2	$1.03M	Buy	19,931 +6,344	+47%	+$327K	0.04%	456
2022 Q1	$664K	Buy	13,587 +4,870	+56%	+$229K	0.02%	716
2021 Q4	$396K	Sell	8,717 -7,119	-45%	-$337K	0.01%	946
2021 Q3	$753K	Buy	15,836 +888	+6%	+$42.5K	0.02%	647
2021 Q2	$729K	Buy	14,948 +570	+4%	+$27.7K	0.02%	667
2021 Q1	$681K	Buy	14,378 +752	+6%	+$35.1K	0.02%	642
2020 Q4	$617K	Sell	13,626 -1,043	-7%	-$45.9K	0.02%	615
2020 Q3	$639K	Buy	14,669 +5,222	+55%	+$232K	0.03%	529
2020 Q2	$418K	Buy	+9,447	New	+$414K	0.02%	655

Other funds holding FMF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Sigma Planning Corp's FMF Position: Q4 2025 in Review

Sigma Planning Corp sold out of First Trust Managed Futures Strategy Fund (FMF) in Q4 2025, closing a stake of 9,666 shares — an estimated $471K sold.

Sigma Planning Corp first reported a position in FMF in Q2 2020 and held it in 17 quarters. The position peaked at $1.08M in Q3 2022. 82 funds tracked by Wall St. Rank hold FMF as of Q4 2025.

Sigma Planning Corp reported no remaining First Trust Managed Futures Strategy Fund position as of Q4 2025 after selling out during the quarter.
Sigma Planning Corp sold 9,666 First Trust Managed Futures Strategy Fund shares in Q4 2025, an estimated $471K.
Sigma Planning Corp first reported a position in First Trust Managed Futures Strategy Fund in Q2 2020 and held it in 17 quarters.
Sigma Planning Corp's First Trust Managed Futures Strategy Fund position peaked at $1.08M in Q3 2022.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.