Belpointe Asset Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-255	Closed	-$12K	–	1540
2023 Q1	$12K	Sell	255 -162	-39%	-$7.64K	﹤0.01%	2610
2022 Q4	$19.8K	Buy	+417	New	+$20.7K	﹤0.01%	2192

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AFFA

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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

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

TAM

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

Belpointe Asset Management's FMF Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2023, closing a stake of 255 shares — an estimated $12K sold.

Belpointe Asset Management first reported a position in FMF in Q4 2022 and held it in 2 quarters. The position peaked at $19.8K in Q4 2022. 78 funds tracked by Wall St. Rank hold FMF as of Q2 2023.

Belpointe Asset Management reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 255 First Trust Managed Futures Strategy Fund shares in Q2 2023, an estimated $12K.
Belpointe Asset Management first reported a position in First Trust Managed Futures Strategy Fund in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's First Trust Managed Futures Strategy Fund position peaked at $19.8K in Q4 2022.
78 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.