Triad Wealth Partners
FMF icon

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
Q3 		– Sell
-4,298
Closed -$214K – 576
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

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Triad Wealth Partners's FMF Position: Q3 2026 in Review

Triad Wealth Partners sold out of First Trust Managed Futures Strategy Fund (FMF) in Q3 2026, closing a stake of 4,298 shares — an estimated $214K sold.

Triad Wealth Partners first reported a position in FMF in Q4 2025 and held it in 3 quarters. The position peaked at $547K in Q4 2025. 28 funds tracked by Wall St. Rank hold FMF as of Q3 2026.

  • Triad Wealth Partners reported no remaining First Trust Managed Futures Strategy Fund position as of Q3 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 4,298 First Trust Managed Futures Strategy Fund shares in Q3 2026, an estimated $214K.
  • Triad Wealth Partners first reported a position in First Trust Managed Futures Strategy Fund in Q4 2025 and held it in 3 quarters.
  • Triad Wealth Partners's First Trust Managed Futures Strategy Fund position peaked at $547K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.