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

Financial Gravity Companies’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 Q4	$2K	Buy	+40	New	+$1.93K	﹤0.01%	916
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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Financial Gravity Companies's FMF Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in First Trust Managed Futures Strategy Fund (FMF) in Q4 2018: 40 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #916 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FMF as recently as Q1 2018.

Financial Gravity Companies first reported a position in FMF in Q1 2018 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold FMF as of Q4 2018.

Financial Gravity Companies held 40 shares of First Trust Managed Futures Strategy Fund worth $2K as of Q4 2018.
First Trust Managed Futures Strategy Fund was a new Financial Gravity Companies position in Q4 2018.
First Trust Managed Futures Strategy Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #916 holding.
Financial Gravity Companies first reported a position in First Trust Managed Futures Strategy Fund in Q1 2018 and has held it in 2 quarters since.
15 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.