AE Wealth Management LLC
Position in FMF — First Trust Managed Futures Strategy Fund
CIK 1697723
TOPEKA, KS
Position in FMF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,853,248
+$925,846 QoQ
Shares Held
36,611
+85.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,853,248 | 36,611 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $927,402 | 19,711 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $945,900 | 19,423 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $793,797 | 17,558 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,233,710 | 26,750 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,088,952 | 43,904 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,976,522 | 41,611 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,902,557 | 39,099 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,049,934 | 20,762 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,124,560 | 132,825 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,197,488 | 126,531 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,031,518 | 126,156 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $5,742,271 | 122,150 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,601,568 | 117,680 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,117,579 | 21,709 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $677,052 | 13,139 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $746,714 | 15,289 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $648,143 | 14,270 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $590,161 | 12,414 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $565,780 | 11,601 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $572,508 | 12,091 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $585,192 | 12,921 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $541,363 | 12,428 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $512,775 | 11,596 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $487,245 | 11,160 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||