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Steward Partners Investment Advisory’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Steward Partners Investment Advisory’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 		$209K Sell
4,178
-388
-8% -$19.9K ﹤0.01% 2203
2026
Q1 		$231K Sell
4,566
-208
-4% -$10.3K ﹤0.01% 1940
2025
Q4 		$225K Sell
4,774
-3,065
-39% -$149K ﹤0.01% 1871
2025
Q3 		$382K Sell
7,839
-1,874
-19% -$88.3K ﹤0.01% 1519
2025
Q2 		$439K Sell
9,713
-849
-8% -$38.4K ﹤0.01% 1360
2025
Q1 		$487K Buy
10,562
+311
+3% +$14.7K ﹤0.01% 1231
2024
Q4 		$488K Sell
10,251
-1,521
-13% -$72.7K ﹤0.01% 1172
2024
Q3 		$559K Sell
11,772
-309
-3% -$14.9K 0.01% 1065
2024
Q2 		$588K Buy
12,081
+332
+3% +$16.3K 0.01% 993
2024
Q1 		$594K Buy
11,749
+445
+4% +$21.7K 0.01% 983
2023
Q4 		$521K Buy
11,304
+1,845
+20% +$88K 0.01% 983
2023
Q3 		$463K Buy
9,459
+348
+4% +$17K 0.01% 945
2023
Q2 		$436K Buy
9,111
+385
+4% +$18.4K 0.01% 981
2023
Q1 		$410K Buy
8,726
+487
+6% +$23K 0.01% 1001
2022
Q4 		$392K Buy
8,239
+10
+0.1% +$495 0.01% 988
2022
Q3 		$424K Buy
+8,229
New +$412K 0.01% 913

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 22.9% 1-Year Est. Return

Steward Partners Investment Advisory's FMF Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 8.5% in Q2 2026, selling an estimated $19.9K and leaving 4,178 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Steward Partners Investment Advisory first reported a position in FMF in Q3 2022 and has held it in 16 quarters since. The position peaked at $594K in Q1 2024. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Steward Partners Investment Advisory held 4,178 shares of First Trust Managed Futures Strategy Fund worth $209K as of Q2 2026.
  • Steward Partners Investment Advisory sold 388 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $19.9K.
  • First Trust Managed Futures Strategy Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2203 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Managed Futures Strategy Fund in Q3 2022 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's First Trust Managed Futures Strategy Fund position peaked at $594K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.