Coppell Advisory Solutions Corp’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Coppell Advisory Solutions Corp’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	$1.23M	Buy	+24,306	New	+$1.18M	0.23%	101
2023 Q1	$1.06M	Buy	22,653 +4,277	+23%	+$202K	0.35%	78
2022 Q4	$875K	Buy	+18,376	New	+$910K	0.3%	81

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

Coppell Advisory Solutions Corp's FMF Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Managed Futures Strategy Fund (FMF) in Q1 2024: 24,306 shares worth $1.23M. The stake represents 0.23% of the portfolio and ranks #101 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FMF as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FMF in Q4 2022 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold FMF as of Q1 2024.

Coppell Advisory Solutions Corp held 24,306 shares of First Trust Managed Futures Strategy Fund worth $1.23M as of Q1 2024.
First Trust Managed Futures Strategy Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
First Trust Managed Futures Strategy Fund made up 0.23% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #101 holding.
Coppell Advisory Solutions Corp first reported a position in First Trust Managed Futures Strategy Fund in Q4 2022 and has held it in 3 quarters since.
78 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.