B. Riley Wealth Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,302
| Closed | -$554K | – | 1470 |
|
|
2024
Q1 | $554K | Buy |
11,302
+5,141
| +83% | +$252K | 0.02% | 744 |
|
|
2023
Q4 | $284K | Sell |
6,161
-5,141
| -45% | -$237K | 0.01% | 1081 |
|
|
2023
Q3 | $554K | Buy |
11,302
+2,643
| +31% | +$129K | 0.02% | 744 |
|
|
2023
Q2 | $414K | Buy |
8,659
+1,686
| +24% | +$80.6K | 0.01% | 952 |
|
|
2023
Q1 | $328K | Buy |
+6,973
| New | +$328K | 0.01% | 1023 |
|