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Geneos Wealth Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Geneos Wealth 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
2025
Q1 		– Sell
-52
Closed -$2.47K – 3109
2024
Q4 		$2.47K Buy
+52
New +$2.48K ﹤0.01% 2542

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Geneos Wealth Management's FMF Position: Q1 2025 in Review

Geneos Wealth Management sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2025, closing a stake of 52 shares — an estimated $2.47K sold.

Geneos Wealth Management first reported a position in FMF in Q4 2024 and held it in 1 quarter. The position peaked at $2.47K in Q4 2024. 73 funds tracked by Wall St. Rank hold FMF as of Q1 2025.

  • Geneos Wealth Management reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 52 First Trust Managed Futures Strategy Fund shares in Q1 2025, an estimated $2.47K.
  • Geneos Wealth Management first reported a position in First Trust Managed Futures Strategy Fund in Q4 2024 and held it in 1 quarter.
  • Geneos Wealth Management's First Trust Managed Futures Strategy Fund position peaked at $2.47K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.