Financial Gravity Asset Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-178	Closed	-$9K	–	1805
2024 Q1	$9K	Buy	+178	New	+$8.67K	﹤0.01%	742
2023 Q3	–	Sell	-48	Closed	-$9.07K	–	1431
2023 Q2	$9.07K	Buy	+48	New	+$2.3K	0.02%	362
2023 Q1	–	Sell	-48	Closed	-$9.29K	–	1324
2022 Q4	$9.29K	Buy	+48	New	+$2.38K	0.05%	272
2019 Q4	–	Sell	-40	Closed	-$2K	–	1481
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	886
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	895
2019 Q1	$2K	Buy	+40	New	+$1.8K	﹤0.01%	932
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	952
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	980
2018 Q1	$2K	Buy	+40	New	+$1.91K	﹤0.01%	946

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Financial Gravity Asset Management's FMF Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2024, closing a stake of 178 shares — an estimated $9K sold.

Financial Gravity Asset Management first reported a position in FMF in Q1 2018 and held it in 9 quarters. The position peaked at $9.29K in Q4 2022. 67 funds tracked by Wall St. Rank hold FMF as of Q2 2024.

Financial Gravity Asset Management reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 178 First Trust Managed Futures Strategy Fund shares in Q2 2024, an estimated $9K.
Financial Gravity Asset Management first reported a position in First Trust Managed Futures Strategy Fund in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's First Trust Managed Futures Strategy Fund position peaked at $9.29K in Q4 2022.
67 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.