Creative Financial Designs’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Creative Financial Designs’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 Q3	–	Sell	-800	Closed	-$39K	–	1524
2023 Q2	$38.2K	Hold	800	–	–	﹤0.01%	703
2023 Q1	$37.6K	Hold	800	–	–	﹤0.01%	656
2022 Q4	$38.1K	Hold	800	–	–	0.01%	616
2022 Q3	$41K	Hold	800	–	–	0.01%	595
2022 Q2	$41K	Sell	800 -50	-6%	-$2.58K	0.01%	583
2022 Q1	$42K	Buy	850 +5	+0.6%	+$235	0.01%	590
2021 Q4	$38K	Buy	845 +355	+72%	+$16.8K	0.01%	622
2021 Q3	$23K	Buy	490 +285	+139%	+$13.7K	﹤0.01%	824
2021 Q2	$10K	Buy	+205	New	+$9.95K	﹤0.01%	1020

Other funds holding FMF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

CIM

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

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

Creative Financial Designs's FMF Position: Q3 2023 in Review

Creative Financial Designs sold out of First Trust Managed Futures Strategy Fund (FMF) in Q3 2023, closing a stake of 800 shares — an estimated $39K sold.

Creative Financial Designs first reported a position in FMF in Q2 2021 and held it in 9 quarters. The position peaked at $42K in Q1 2022. 78 funds tracked by Wall St. Rank hold FMF as of Q3 2023.

Creative Financial Designs reported no remaining First Trust Managed Futures Strategy Fund position as of Q3 2023 after selling out during the quarter.
Creative Financial Designs sold 800 First Trust Managed Futures Strategy Fund shares in Q3 2023, an estimated $39K.
Creative Financial Designs first reported a position in First Trust Managed Futures Strategy Fund in Q2 2021 and held it in 9 quarters.
Creative Financial Designs's First Trust Managed Futures Strategy Fund position peaked at $42K in Q1 2022.
78 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.