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StoneX Group’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

StoneX Group’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
2024
Q4 		– Sell
-5,887
Closed -$280K – 889
2024
Q3 		$280K Sell
5,887
-4,847
-45% -$234K 0.02% 489
2024
Q2 		$522K Sell
10,734
-4,851
-31% -$238K 0.04% 329
2024
Q1 		$788K Sell
15,585
-3,514
-18% -$171K 0.07% 237
2023
Q4 		$881K Sell
19,099
-830
-4% -$39.6K 0.09% 198
2023
Q3 		$976K Sell
19,929
-1,137
-5% -$55.5K 0.11% 172
2023
Q2 		$1.01M Sell
21,066
-1,187
-5% -$56.9K 0.1% 172
2023
Q1 		$1.05M Buy
22,253
+11,350
+104% +$535K 0.11% 160
2022
Q4 		$519K Sell
10,903
-204
-2% -$10.1K 0.06% 287
2022
Q3 		$572K Sell
11,107
-2,401
-18% -$120K 0.08% 243
2022
Q2 		$696K Sell
13,508
-2,614
-16% -$135K 0.09% 226
2022
Q1 		$787K Sell
16,122
-1,227
-7% -$57.7K 0.06% 263
2021
Q4 		$788K Buy
17,349
+207
+1% +$9.8K 0.09% 212
2021
Q3 		$815K Sell
17,142
-1,296
-7% -$62.1K 0.12% 186
2021
Q2 		$899K Buy
+18,438
New +$895K 0.13% 166

Other funds holding FMF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

StoneX Group's FMF Position: Q4 2024 in Review

StoneX Group sold out of First Trust Managed Futures Strategy Fund (FMF) in Q4 2024, closing a stake of 5,887 shares — an estimated $280K sold.

StoneX Group first reported a position in FMF in Q2 2021 and held it in 14 quarters. The position peaked at $1.05M in Q1 2023. 79 funds tracked by Wall St. Rank hold FMF as of Q4 2024.

  • StoneX Group reported no remaining First Trust Managed Futures Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • StoneX Group sold 5,887 First Trust Managed Futures Strategy Fund shares in Q4 2024, an estimated $280K.
  • StoneX Group first reported a position in First Trust Managed Futures Strategy Fund in Q2 2021 and held it in 14 quarters.
  • StoneX Group's First Trust Managed Futures Strategy Fund position peaked at $1.05M in Q1 2023.
  • 79 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.