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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $40.4B AUM 21.2% 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

World Investment Advisors's FMF Position: Q1 2026 in Review

World Investment Advisors reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 0.11% in Q1 2026, selling an estimated $790 and leaving 14,102 shares worth $714K. The position accounts for 0.01% of the portfolio, ranked #833.

World Investment Advisors first reported a position in FMF in Q3 2024 and has held it in 7 quarters since. The position peaked at $855K in Q1 2025. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2026.

World Investment Advisors held 14,102 shares of First Trust Managed Futures Strategy Fund worth $714K as of Q1 2026.
World Investment Advisors sold 16 First Trust Managed Futures Strategy Fund shares in Q1 2026, an estimated $790.
First Trust Managed Futures Strategy Fund made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #833 holding.
World Investment Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q3 2024 and has held it in 7 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 Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.