SW
FMF icon

Simplicity Wealth’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Simplicity Wealth’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 		$1.77M Buy
34,955
+8,360
+31% +$413K 0.1% 198
2025
Q4 		$1.25M Buy
26,595
+7,991
+43% +$387K 0.07% 242
2025
Q3 		$906K Sell
18,604
-39,764
-68% -$1.87M 0.05% 317
2025
Q2 		$2.64M Buy
58,368
+33,826
+138% +$1.53M 0.11% 180
2025
Q1 		$1.13M Buy
+24,542
New +$1.16M 0.09% 230
2024
Q4 		– Sell
-20,159
Closed -$958K – 403
2024
Q3 		$958K Buy
20,159
+1
+0% +$48 0.09% 200
2024
Q2 		$981K Buy
20,158
+118
+0.6% +$5.79K 0.02% 533
2024
Q1 		$1.01M Buy
+20,040
New +$976K 0.02% 512

Other funds holding FMF

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
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 $778M AUM 18.53% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
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