World Investment Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

World Investment Advisors’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	$515K	Sell	10,179 -3,923	-28%	-$201K	0.01%	952
2026 Q1	$714K	Sell	14,102 -16	-0.1%	-$790	0.01%	833
2025 Q4	$664K	Buy	14,118 +4,352	+45%	+$211K	0.01%	824
2025 Q3	$476K	Buy	9,766 +1,168	+14%	+$55K	0.01%	801
2025 Q2	$389K	Sell	8,598 -9,931	-54%	-$450K	0.01%	815
2025 Q1	$855K	Buy	18,529 +8,693	+88%	+$411K	0.02%	549
2024 Q4	$468K	Buy	9,836 +1,383	+16%	+$66.1K	0.01%	681
2024 Q3	$402K	Buy	+8,453	New	+$408K	0.01%	644

Other funds holding FMF

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

World Investment Advisors's FMF Position: Q2 2026 in Review

World Investment Advisors reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 28% in Q2 2026, selling an estimated $201K and leaving 10,179 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #952.

World Investment Advisors first reported a position in FMF in Q3 2024 and has held it in 8 quarters since. The position peaked at $855K in Q1 2025. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

World Investment Advisors held 10,179 shares of First Trust Managed Futures Strategy Fund worth $515K as of Q2 2026.
World Investment Advisors sold 3,923 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $201K.
First Trust Managed Futures Strategy Fund made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #952 holding.
World Investment Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's First Trust Managed Futures Strategy Fund position peaked at $855K in Q1 2025.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.