HWA
FMF icon

HHM Wealth Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

HHM Wealth Advisors’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
2022
Q3 		– Sell
-366
Closed -$19K – 701
2022
Q2 		$19K Buy
+366
New +$18.9K ﹤0.01% 433

Other funds holding FMF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $158M AUM 24.38% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HHM Wealth Advisors's FMF Position: Q3 2022 in Review

HHM Wealth Advisors sold out of First Trust Managed Futures Strategy Fund (FMF) in Q3 2022, closing a stake of 366 shares — an estimated $19K sold.

HHM Wealth Advisors first reported a position in FMF in Q2 2022 and held it in 1 quarter. The position peaked at $19K in Q2 2022. 70 funds tracked by Wall St. Rank hold FMF as of Q3 2022.

  • HHM Wealth Advisors reported no remaining First Trust Managed Futures Strategy Fund position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 366 First Trust Managed Futures Strategy Fund shares in Q3 2022, an estimated $19K.
  • HHM Wealth Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q2 2022 and held it in 1 quarter.
  • HHM Wealth Advisors's First Trust Managed Futures Strategy Fund position peaked at $19K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.