IFP Advisors, Inc

Position in FMF — First Trust Managed Futures Strategy Fund

CIK 1641866 TAMPA, FL

Position in FMF

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$3,041,047

+$616,608 QoQ

Shares Held

60,076

+16.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,041,047	60,076	+16.6%	Shares	Sole	2026-04-13
2025-12-31	$2,424,439	51,529	+10.2%	Shares	Sole	2026-02-06
2025-09-30	$2,277,309	46,762	+1.3%	Shares	Sole	2026-02-06
2025-06-30	$2,087,752	46,179	+0.9%	Shares	Sole	2025-07-24
2025-03-31	$2,110,543	45,762	+1.0%	Shares	Sole	2025-05-05
2024-12-31	$2,156,087	45,315	+26.3%	Shares	Sole	2025-02-04
2024-09-30	$1,704,205	35,878	+1.1%	Shares	Sole	2025-02-04
2024-06-30	$1,726,846	35,488	+77.3%	Shares	Sole	2024-07-30
2024-03-31	$1,012,360	20,019	-42.8%	Shares	Sole	2024-07-30
2023-12-31	$1,614,910	35,023	-6.9%	Shares	Sole	2024-01-09
2023-09-30	$1,843,362	37,635	-1.9%	Shares	Sole	2023-10-12
2023-06-30	$1,834,087	38,362	+0.3%	Shares	Sole	2023-08-04
2023-03-31	$1,798,273	38,253	-64.5%	Shares	Sole	2023-04-18
2022-12-31	$5,128,043	107,732	+8.4%	Shares	Sole	2023-02-07
2022-09-30	$5,117,317	99,404	+377.6%	Shares	Sole	2022-11-08
2022-06-30	$1,072,545	20,814	-54.7%	Shares	Sole	2022-08-12
2022-03-31	$2,243,953	45,945	+4.7%	Shares	Sole	2022-08-08
2021-12-31	$1,993,892	43,899	+2.4%	Shares	Sole	2022-01-12
2021-09-30	$2,038,990	42,890	+17.7%	Shares	Sole	2021-10-06
2021-06-30	$1,776,983	36,436	+4.2%	Shares	Sole	2021-07-13
2021-03-31	$1,655,356	34,960	+11.8%	Shares	Sole	2021-04-30
2020-12-31	$1,415,765	31,260	+11.8%	Shares	Sole	2021-01-25
2020-09-30	$1,217,937	27,960	+15.8%	Shares	Sole	2020-10-29
2020-06-30	$1,067,868	24,149	+11399.5%	Shares	Sole	2020-08-05
2020-03-31	$9,168	210	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.