Simplicity Wealth,LLC
Position in FMF — First Trust Managed Futures Strategy Fund
CIK 1913243
SUMMIT, NJ
Position in FMF
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,769,422
+$518,128 QoQ
Shares Held
34,955
+31.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,769,422 | 34,955 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,251,294 | 26,595 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $906,014 | 18,604 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,638,817 | 58,368 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,131,877 | 24,542 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $957,552 | 20,159 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $980,888 | 20,158 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,013,422 | 20,040 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||