World Investment Advisors
Position in FMF — First Trust Managed Futures Strategy Fund
CIK 1652594
SANTA BARBARA, CA
Position in FMF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$510,171
-$203,672 QoQ
Shares Held
10,179
-27.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#15
of 31 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FMF Over Time
Shares Held
Position Value (USD)
All Filings in FMF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,171 | 10,179 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $713,843 | 14,102 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $664,251 | 14,118 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $475,604 | 9,766 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $388,715 | 8,598 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $854,557 | 18,529 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $467,996 | 9,836 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $401,517 | 8,453 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||