Catalyst Wealth Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Catalyst Wealth 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 Q1	$876K	Sell	18,641 -23,545	-56%	-$1.11M	0.82%	51
2022 Q4	$2.01M	Buy	+42,186	New	+$2.09M	1.9%	10

Other funds holding FMF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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 $686M AUM 24.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CIM

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

TAM

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

Catalyst Wealth Management's FMF Position: Q1 2023 in Review

Catalyst Wealth Management reduced its First Trust Managed Futures Strategy Fund (FMF) stake by 56% in Q1 2023, selling an estimated $1.11M and leaving 18,641 shares worth $876K. The position accounts for 0.82% of the portfolio, ranked #51.

Catalyst Wealth Management first reported a position in FMF in Q4 2022 and has held it in 2 quarters since. The position peaked at $2.01M in Q4 2022. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2023.

Catalyst Wealth Management held 18,641 shares of First Trust Managed Futures Strategy Fund worth $876K as of Q1 2023.
Catalyst Wealth Management sold 23,545 First Trust Managed Futures Strategy Fund shares in Q1 2023, an estimated $1.11M.
First Trust Managed Futures Strategy Fund made up 0.82% of Catalyst Wealth Management's portfolio in Q1 2023, its #51 holding.
Catalyst Wealth Management first reported a position in First Trust Managed Futures Strategy Fund in Q4 2022 and has held it in 2 quarters since.
Catalyst Wealth Management's First Trust Managed Futures Strategy Fund position peaked at $2.01M in Q4 2022.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.