FFW
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Fusion Family Wealth’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Fusion Family Wealth’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
2017
Q1 		– Sell
-876
Closed -$41K – 357
2016
Q4 		$41K Buy
+876
New +$41.5K 0.02% 135

Other funds holding FMF

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Fusion Family Wealth's FMF Position: Q1 2017 in Review

Fusion Family Wealth sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2017, closing a stake of 876 shares — an estimated $41K sold.

Fusion Family Wealth first reported a position in FMF in Q4 2016 and held it in 1 quarter. The position peaked at $41K in Q4 2016. 4 funds tracked by Wall St. Rank hold FMF as of Q1 2017.

  • Fusion Family Wealth reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 876 First Trust Managed Futures Strategy Fund shares in Q1 2017, an estimated $41K.
  • Fusion Family Wealth first reported a position in First Trust Managed Futures Strategy Fund in Q4 2016 and held it in 1 quarter.
  • Fusion Family Wealth's First Trust Managed Futures Strategy Fund position peaked at $41K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.