MOS
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MGO One Seven’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

MGO One Seven’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
2019
Q1 		– Sell
-157
Closed -$7K – 825
2018
Q4 		$7K Buy
+157
New +$7.56K ﹤0.01% 1247
2018
Q1 		$6K Buy
127
+75
+144% +$3.58K ﹤0.01% 1251
2017
Q4 		$2K Buy
+52
New +$2.45K ﹤0.01% 1510

Other funds holding FMF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MGO One Seven's FMF Position: Q1 2019 in Review

MGO One Seven sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2019, closing a stake of 157 shares — an estimated $7K sold.

MGO One Seven first reported a position in FMF in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q4 2018. 14 funds tracked by Wall St. Rank hold FMF as of Q1 2019.

  • MGO One Seven reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2019 after selling out during the quarter.
  • MGO One Seven sold 157 First Trust Managed Futures Strategy Fund shares in Q1 2019, an estimated $7K.
  • MGO One Seven first reported a position in First Trust Managed Futures Strategy Fund in Q4 2017 and held it in 3 quarters.
  • MGO One Seven's First Trust Managed Futures Strategy Fund position peaked at $7K in Q4 2018.
  • 14 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.