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

Choice Wealth 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
2021
Q4 		– Sell
-25,979
Closed -$6.13M – 26
2021
Q3 		$6.13M Buy
+25,979
New +$1.24M 4.97% 8

Other funds holding FMF

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Choice Wealth Advisors's FMF Position: Q4 2021 in Review

Choice Wealth Advisors sold out of First Trust Managed Futures Strategy Fund (FMF) in Q4 2021, closing a stake of 25,979 shares — an estimated $6.13M sold.

Choice Wealth Advisors first reported a position in FMF in Q3 2021 and held it in 1 quarter. The position peaked at $6.13M in Q3 2021. 45 funds tracked by Wall St. Rank hold FMF as of Q4 2021.

  • Choice Wealth Advisors reported no remaining First Trust Managed Futures Strategy Fund position as of Q4 2021 after selling out during the quarter.
  • Choice Wealth Advisors sold 25,979 First Trust Managed Futures Strategy Fund shares in Q4 2021, an estimated $6.13M.
  • Choice Wealth Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q3 2021 and held it in 1 quarter.
  • Choice Wealth Advisors's First Trust Managed Futures Strategy Fund position peaked at $6.13M in Q3 2021.
  • 45 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q4 2021.

Based on Choice Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.