GeoWealth Management, LLC
Position in FMF — First Trust Managed Futures Strategy Fund
CIK 1593387
CHICAGO, IL
Position in FMF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,082,154
+$76,790 QoQ
Shares Held
21,378
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in FMF Over Time
Shares Held
Position Value (USD)
All Filings in FMF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,082,154 | 21,378 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,005,364 | 21,368 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $930,072 | 19,098 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $818,527 | 18,105 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $839,614 | 18,205 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $847,970 | 17,822 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,396,642 | 29,403 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,270,609 | 26,112 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,195,272 | 23,636 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $689,528 | 14,954 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $571,008 | 11,658 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $511,375 | 10,696 | Shares | Other | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||