Sound Income Strategies’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Sound Income Strategies’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	–	Sell	-533	Closed	-$27.1K	–	1142
2026 Q1	$27.1K	Hold	533	–	–	﹤0.01%	1061
2025 Q4	$25.9K	Buy	+533	New	+$25.8K	﹤0.01%	1044
2025 Q2	–	Sell	-77	Closed	-$3.55K	–	1643
2025 Q1	$3.55K	Hold	77	–	–	﹤0.01%	1132
2024 Q4	$3.66K	Hold	77	–	–	﹤0.01%	1056
2024 Q3	$3.66K	Hold	77	–	–	﹤0.01%	1017
2024 Q2	$3.75K	Buy	77 +51	+196%	+$2.5K	﹤0.01%	1003
2024 Q1	$1.31K	Buy	+26	New	+$1.27K	﹤0.01%	1136

Other funds holding FMF

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFAM

Center For Asset Management Palm Beach Gardens, Florida $225M AUM 22.22% 1-Year Est. Return

Sound Income Strategies's FMF Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2026, closing a stake of 533 shares — an estimated $27.1K sold.

Sound Income Strategies first reported a position in FMF in Q1 2024 and held it in 7 quarters. The position peaked at $27.1K in Q1 2026. 58 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

Sound Income Strategies reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 533 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $27.1K.
Sound Income Strategies first reported a position in First Trust Managed Futures Strategy Fund in Q1 2024 and held it in 7 quarters.
Sound Income Strategies's First Trust Managed Futures Strategy Fund position peaked at $27.1K in Q1 2026.
58 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.