Steward Partners Investment Advisory, LLC
Position in FMF — First Trust Managed Futures Strategy Fund
CIK 1723397
STAMFORD, CT
Position in FMF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$209,401
-$21,729 QoQ
Shares Held
4,178
-8.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 31 holders
Holding Since
Sep 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,401 | 4,178 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $231,130 | 4,566 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $224,616 | 4,774 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $381,759 | 7,839 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $439,124 | 9,713 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $487,119 | 10,562 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $487,742 | 10,251 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $559,170 | 11,772 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $587,861 | 12,081 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $594,146 | 11,749 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $521,227 | 11,304 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $463,301 | 9,459 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $435,596 | 9,111 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $410,209 | 8,726 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $392,176 | 8,239 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $423,628 | 8,229 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||