Concurrent Investment Advisors, LLC
Position in FMF — First Trust Managed Futures Strategy Fund
CIK 2001015
Tampa, FL
Position in FMF
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,722,345
+$108,248 QoQ
Shares Held
34,025
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,722,345 | 34,025 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,614,097 | 34,306 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $696,653 | 14,305 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||