PRIVATE CLIENT SERVICES, LLC
Position in FMF — First Trust Managed Futures Strategy Fund
CIK 1457005
LOUISVILLE, KY
Position in FMF
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$307,668
+$22,922 QoQ
Shares Held
6,078
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FMF Over Time
Shares Held
Position Value (USD)
All Filings in FMF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $307,668 | 6,078 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $284,746 | 6,052 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $294,732 | 6,052 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $274,243 | 6,066 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $280,317 | 6,078 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $281,911 | 5,925 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $217,170 | 4,572 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||