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

Moran 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
2023
Q2 		– Sell
-24,449
Closed -$1.15M – 390
2023
Q1 		$1.15M Sell
24,449
-10,139
-29% -$478K 0.04% 249
2022
Q4 		$1.65M Buy
+34,588
New +$1.71M 0.06% 225

Other funds holding FMF

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moran Wealth Management's FMF Position: Q2 2023 in Review

Moran Wealth Management sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2023, closing a stake of 24,449 shares — an estimated $1.15M sold.

Moran Wealth Management first reported a position in FMF in Q4 2022 and held it in 2 quarters. The position peaked at $1.65M in Q4 2022. 78 funds tracked by Wall St. Rank hold FMF as of Q2 2023.

  • Moran Wealth Management reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 24,449 First Trust Managed Futures Strategy Fund shares in Q2 2023, an estimated $1.15M.
  • Moran Wealth Management first reported a position in First Trust Managed Futures Strategy Fund in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's First Trust Managed Futures Strategy Fund position peaked at $1.65M in Q4 2022.
  • 78 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.