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Investors Research Corp’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Investors Research Corp’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
2024
Q4 		– Sell
-110
Closed -$5.22K – 961
2024
Q3 		$5.22K Hold
110
– – ﹤0.01% 770
2024
Q2 		$5.35K Hold
110
– – ﹤0.01% 809
2024
Q1 		$5.56K Buy
+110
New +$5.36K ﹤0.01% 790

Other funds holding FMF

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LPL Financial
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
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Investors Research Corp's FMF Position: Q4 2024 in Review

Investors Research Corp sold out of First Trust Managed Futures Strategy Fund (FMF) in Q4 2024, closing a stake of 110 shares — an estimated $5.22K sold.

Investors Research Corp first reported a position in FMF in Q1 2024 and held it in 3 quarters. The position peaked at $5.56K in Q1 2024. 79 funds tracked by Wall St. Rank hold FMF as of Q4 2024.

  • Investors Research Corp reported no remaining First Trust Managed Futures Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Investors Research Corp sold 110 First Trust Managed Futures Strategy Fund shares in Q4 2024, an estimated $5.22K.
  • Investors Research Corp first reported a position in First Trust Managed Futures Strategy Fund in Q1 2024 and held it in 3 quarters.
  • Investors Research Corp's First Trust Managed Futures Strategy Fund position peaked at $5.56K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q4 2024.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.