Bessemer Group’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Bessemer Group’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 Q4	–	Sell	-7,500	Closed	-$356K	–	2527
2024 Q3	$356K	Buy	+7,500	New	+$362K	﹤0.01%	981

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bessemer Group's FMF Position: Q4 2024 in Review

Bessemer Group sold out of First Trust Managed Futures Strategy Fund (FMF) in Q4 2024, closing a stake of 7,500 shares — an estimated $356K sold.

Bessemer Group first reported a position in FMF in Q3 2024 and held it in 1 quarter. The position peaked at $356K in Q3 2024. 79 funds tracked by Wall St. Rank hold FMF as of Q4 2024.

Bessemer Group reported no remaining First Trust Managed Futures Strategy Fund position as of Q4 2024 after selling out during the quarter.
Bessemer Group sold 7,500 First Trust Managed Futures Strategy Fund shares in Q4 2024, an estimated $356K.
Bessemer Group first reported a position in First Trust Managed Futures Strategy Fund in Q3 2024 and held it in 1 quarter.
Bessemer Group's First Trust Managed Futures Strategy Fund position peaked at $356K in Q3 2024.
79 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q4 2024.

Based on Bessemer Group's 13F filing for Q4 2024, filed 13 Feb 2025.