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

Clearview 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
2023 Q1	–	Sell	-131	Closed	-$6.27K	–	682
2022 Q4	$6.27K	Hold	131	–	–	﹤0.01%	375
2022 Q3	$7K	Hold	131	–	–	0.01%	375
2022 Q2	$7K	Sell	131 -471	-78%	-$24.3K	0.01%	399
2022 Q1	$29K	Hold	602	–	–	0.02%	253
2021 Q4	$27K	Buy	602 +4	+0.7%	+$189	0.02%	292
2021 Q3	$28K	Hold	598	–	–	0.02%	294
2021 Q2	$29K	Hold	598	–	–	0.02%	296
2021 Q1	$28K	Hold	598	–	–	0.02%	293
2020 Q4	$27K	Buy	+598	New	+$26.3K	0.02%	265

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $625M AUM 21.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Clearview Wealth Advisors's FMF Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2023, closing a stake of 131 shares — an estimated $6.27K sold.

Clearview Wealth Advisors first reported a position in FMF in Q4 2020 and held it in 9 quarters. The position peaked at $29K in Q1 2022. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2023.

Clearview Wealth Advisors reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 131 First Trust Managed Futures Strategy Fund shares in Q1 2023, an estimated $6.27K.
Clearview Wealth Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q4 2020 and held it in 9 quarters.
Clearview Wealth Advisors's First Trust Managed Futures Strategy Fund position peaked at $29K in Q1 2022.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.