Truist Financial’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Truist Financial’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 Q1	–	Sell	-8,545	Closed	-$402K	–	2843
2025 Q4	$402K	Buy	+8,545	New	+$414K	﹤0.01%	2158
2024 Q1	–	Sell	-27,560	Closed	-$1.27M	–	2649
2023 Q4	$1.27M	Buy	+27,560	New	+$1.31M	﹤0.01%	1483
2023 Q1	–	Sell	-70,769	Closed	-$3.37M	–	2606
2022 Q4	$3.37M	Buy	+70,769	New	+$3.51M	0.01%	971
2020 Q3	–	Sell	-7,173	Closed	-$317K	–	2472
2020 Q2	$317K	Buy	+7,173	New	+$315K	﹤0.01%	1909

Other funds holding FMF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Truist Financial's FMF Position: Q1 2026 in Review

Truist Financial sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2026, closing a stake of 8,545 shares — an estimated $402K sold.

Truist Financial first reported a position in FMF in Q2 2020 and held it in 4 quarters. The position peaked at $3.37M in Q4 2022. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

Truist Financial reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2026 after selling out during the quarter.
Truist Financial sold 8,545 First Trust Managed Futures Strategy Fund shares in Q1 2026, an estimated $402K.
Truist Financial first reported a position in First Trust Managed Futures Strategy Fund in Q2 2020 and held it in 4 quarters.
Truist Financial's First Trust Managed Futures Strategy Fund position peaked at $3.37M in Q4 2022.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.