Balboa Wealth Partners
Position in FMF — First Trust Managed Futures Strategy Fund
CIK 1929008
SCOTTSDALE, AZ
Position in FMF
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$566,842
+$59,267 QoQ
Shares Held
11,198
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $566,842 | 11,198 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $507,575 | 10,788 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $513,785 | 10,550 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $454,767 | 10,059 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||