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

Cetera 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
2024 Q1	$940K	Buy	18,581 +7,671	+70%	+$374K	0.01%	1192
2023 Q4	$503K	Buy	10,910 +577	+6%	+$27.5K	0.01%	1123
2023 Q3	$506K	Buy	10,333 +324	+3%	+$15.8K	0.01%	1065
2023 Q2	$479K	Sell	10,009 -12	-0.1%	-$575	0.01%	1075
2023 Q1	$471K	Sell	10,021 -546	-5%	-$25.7K	0.01%	1047
2022 Q4	$503K	Buy	+10,567	New	+$523K	0.01%	972

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIM

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Cetera Advisors's FMF Position: Q1 2024 in Review

Cetera Advisors increased its First Trust Managed Futures Strategy Fund (FMF) stake by 70% in Q1 2024, buying an estimated $374K and bringing the position to 18,581 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #1192.

Cetera Advisors first reported a position in FMF in Q4 2022 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold FMF as of Q1 2024.

Cetera Advisors held 18,581 shares of First Trust Managed Futures Strategy Fund worth $940K as of Q1 2024.
Cetera Advisors bought 7,671 First Trust Managed Futures Strategy Fund shares in Q1 2024, an estimated $374K.
First Trust Managed Futures Strategy Fund made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1192 holding.
Cetera Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q4 2022 and has held it in 6 quarters since.
78 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.