CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-1,000
Closed -$52K – 2760
2022
Q2 		$52K Buy
+1,000
New +$51.6K ﹤0.01% 2716

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CAPTRUST Financial Advisors's FMF Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of First Trust Managed Futures Strategy Fund (FMF) in Q3 2022, closing a stake of 1,000 shares — an estimated $52K sold.

CAPTRUST Financial Advisors first reported a position in FMF in Q2 2022 and held it in 1 quarter. The position peaked at $52K in Q2 2022. 70 funds tracked by Wall St. Rank hold FMF as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining First Trust Managed Futures Strategy Fund position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,000 First Trust Managed Futures Strategy Fund shares in Q3 2022, an estimated $52K.
  • CAPTRUST Financial Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's First Trust Managed Futures Strategy Fund position peaked at $52K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.