Centennial Wealth Advisory’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,341
Closed -$213K 140
2023
Q3
$213K Buy
+4,341
New +$212K 0.11% 130

Other funds holding FMF

Centennial Wealth Advisory's FMF Position: Q4 2023 in Review

Centennial Wealth Advisory sold out of First Trust Managed Futures Strategy Fund (FMF) in Q4 2023, closing a stake of 4,341 shares — an estimated $213K sold.

Centennial Wealth Advisory first reported a position in FMF in Q3 2023 and held it in 1 quarter. The position peaked at $213K in Q3 2023. 81 funds tracked by Wall St. Rank hold FMF as of Q4 2023.

  • Centennial Wealth Advisory reported no remaining First Trust Managed Futures Strategy Fund position as of Q4 2023 after selling out during the quarter.
  • Centennial Wealth Advisory sold 4,341 First Trust Managed Futures Strategy Fund shares in Q4 2023, an estimated $213K.
  • Centennial Wealth Advisory first reported a position in First Trust Managed Futures Strategy Fund in Q3 2023 and held it in 1 quarter.
  • Centennial Wealth Advisory's First Trust Managed Futures Strategy Fund position peaked at $213K in Q3 2023.
  • 81 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q4 2023.

Based on Centennial Wealth Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.