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

HighTower 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
2023 Q1	–	Sell	-8,149	Closed	-$387K	–	3508
2022 Q4	$387K	Sell	8,149 -268,057	-97%	-$13.3M	﹤0.01%	2300
2022 Q3	$14.2M	Buy	276,206 +87,638	+46%	+$4.39M	0.04%	447
2022 Q2	$9.73M	Buy	+188,568	New	+$9.73M	0.03%	579

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HighTower Advisors's FMF Position: Q1 2023 in Review

HighTower Advisors sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2023, closing a stake of 8,149 shares — an estimated $387K sold.

HighTower Advisors first reported a position in FMF in Q2 2022 and held it in 3 quarters. The position peaked at $14.2M in Q3 2022. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2023.

HighTower Advisors reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2023 after selling out during the quarter.
HighTower Advisors sold 8,149 First Trust Managed Futures Strategy Fund shares in Q1 2023, an estimated $387K.
HighTower Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q2 2022 and held it in 3 quarters.
HighTower Advisors's First Trust Managed Futures Strategy Fund position peaked at $14.2M in Q3 2022.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.