Freedom Investment Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Freedom Investment 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
2023 Q4	–	Sell	-5,261	Closed	-$258K	–	762
2023 Q3	$258K	Sell	5,261 -1,286	-20%	-$62.8K	0.03%	555
2023 Q2	$313K	Buy	6,547 +1,550	+31%	+$74.2K	0.04%	528
2023 Q1	$235K	Sell	4,997 -2,329	-32%	-$110K	0.03%	613
2022 Q4	$349K	Sell	7,326 -822	-10%	-$40.7K	0.04%	537
2022 Q3	$419K	Buy	8,148 +2,023	+33%	+$101K	0.05%	474
2022 Q2	$316K	Buy	6,125 +1,134	+23%	+$58.5K	0.03%	576
2022 Q1	$244K	Buy	4,991 +312	+7%	+$14.7K	0.02%	677
2021 Q4	$213K	Buy	4,679 +254	+6%	+$12K	0.02%	788
2021 Q3	$210K	Buy	+4,425	New	+$212K	0.02%	752

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 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

Freedom Investment Management's FMF Position: Q4 2023 in Review

Freedom Investment Management sold out of First Trust Managed Futures Strategy Fund (FMF) in Q4 2023, closing a stake of 5,261 shares — an estimated $258K sold.

Freedom Investment Management first reported a position in FMF in Q3 2021 and held it in 9 quarters. The position peaked at $419K in Q3 2022. 81 funds tracked by Wall St. Rank hold FMF as of Q4 2023.

Freedom Investment Management reported no remaining First Trust Managed Futures Strategy Fund position as of Q4 2023 after selling out during the quarter.
Freedom Investment Management sold 5,261 First Trust Managed Futures Strategy Fund shares in Q4 2023, an estimated $258K.
Freedom Investment Management first reported a position in First Trust Managed Futures Strategy Fund in Q3 2021 and held it in 9 quarters.
Freedom Investment Management's First Trust Managed Futures Strategy Fund position peaked at $419K in Q3 2022.
81 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.