Calton & Associates’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-290	Closed	-$14K	–	660
2017 Q4	$14K	Buy	+290	New	+$13.6K	﹤0.01%	972

Other funds holding FMF

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

FGC

Financial Gravity Companies Lakeway, Texas $509M AUM

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Calton & Associates's FMF Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2018, closing a stake of 290 shares — an estimated $14K sold.

Calton & Associates first reported a position in FMF in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 8 funds tracked by Wall St. Rank hold FMF as of Q1 2018.

Calton & Associates reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 290 First Trust Managed Futures Strategy Fund shares in Q1 2018, an estimated $14K.
Calton & Associates first reported a position in First Trust Managed Futures Strategy Fund in Q4 2017 and held it in 1 quarter.
Calton & Associates's First Trust Managed Futures Strategy Fund position peaked at $14K in Q4 2017.
8 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.