WI
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WBI Investments’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

WBI Investments’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
-5,319
Closed -$250K – 333
2025
Q4 		$250K Sell
5,319
-68
-1% -$3.29K 0.07% 270
2025
Q3 		$262K Buy
5,387
+123
+2% +$5.79K 0.07% 265
2025
Q2 		$238K Sell
5,264
-128
-2% -$5.79K 0.06% 235
2025
Q1 		$249K Buy
+5,392
New +$255K 0.07% 203

Other funds holding FMF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WBI Investments's FMF Position: Q1 2026 in Review

WBI Investments sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2026, closing a stake of 5,319 shares — an estimated $250K sold.

WBI Investments first reported a position in FMF in Q1 2025 and held it in 4 quarters. The position peaked at $262K in Q3 2025. 83 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

  • WBI Investments reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 5,319 First Trust Managed Futures Strategy Fund shares in Q1 2026, an estimated $250K.
  • WBI Investments first reported a position in First Trust Managed Futures Strategy Fund in Q1 2025 and held it in 4 quarters.
  • WBI Investments's First Trust Managed Futures Strategy Fund position peaked at $262K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.