CWM
FMF icon

Cornerstone Wealth Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Cornerstone Wealth Management’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
2018
Q3 		– Sell
-23,669
Closed -$493K – 1384
2018
Q2 		$493K Buy
+23,669
New +$1.14M 0.01% 1031

Other funds holding FMF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Cornerstone Wealth Management's FMF Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of First Trust Managed Futures Strategy Fund (FMF) in Q3 2018, closing a stake of 23,669 shares — an estimated $493K sold.

Cornerstone Wealth Management first reported a position in FMF in Q2 2018 and held it in 1 quarter. The position peaked at $493K in Q2 2018. 12 funds tracked by Wall St. Rank hold FMF as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining First Trust Managed Futures Strategy Fund position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 23,669 First Trust Managed Futures Strategy Fund shares in Q3 2018, an estimated $493K.
  • Cornerstone Wealth Management first reported a position in First Trust Managed Futures Strategy Fund in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's First Trust Managed Futures Strategy Fund position peaked at $493K in Q2 2018.
  • 12 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.