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

Triad Wealth Partners’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 		$214K Sell
4,298
-358
-8% -$18.4K 0.01% 532
2026
Q1 		$236K Sell
4,656
-6,973
-60% -$344K 0.02% 438
2025
Q4 		$547K Buy
+11,629
New +$563K 0.05% 248

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 22.96% 1-Year Est. Return

Triad Wealth Partners's FMF Position: Q2 2026 in Review

Triad Wealth Partners reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 7.7% in Q2 2026, selling an estimated $18.4K and leaving 4,298 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #532.

Triad Wealth Partners first reported a position in FMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $547K in Q4 2025. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Triad Wealth Partners held 4,298 shares of First Trust Managed Futures Strategy Fund worth $214K as of Q2 2026.
  • Triad Wealth Partners sold 358 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $18.4K.
  • First Trust Managed Futures Strategy Fund made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #532 holding.
  • Triad Wealth Partners first reported a position in First Trust Managed Futures Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's First Trust Managed Futures Strategy Fund position peaked at $547K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.