B. Riley Wealth Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

B. Riley Wealth Advisors’s Portfolio FMF Stock Details FMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,302	Closed	-$554K	–	1470
2024 Q1	$554K	Buy	11,302 +5,141	+83%	+$250K	0.02%	744
2023 Q4	$284K	Sell	6,161 -5,141	-45%	-$245K	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%	+$80.8K	0.01%	952
2023 Q1	$328K	Buy	+6,973	New	+$329K	0.01%	1023

Other funds holding FMF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

B. Riley Wealth Advisors's FMF Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2024, closing a stake of 11,302 shares — an estimated $554K sold.

B. Riley Wealth Advisors first reported a position in FMF in Q1 2023 and held it in 5 quarters. The position peaked at $554K in Q1 2024. 67 funds tracked by Wall St. Rank hold FMF as of Q2 2024.

B. Riley Wealth Advisors reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 11,302 First Trust Managed Futures Strategy Fund shares in Q2 2024, an estimated $554K.
B. Riley Wealth Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q1 2023 and held it in 5 quarters.
B. Riley Wealth Advisors's First Trust Managed Futures Strategy Fund position peaked at $554K in Q1 2024.
67 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.