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Mowery & Schoenfeld Wealth Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Mowery & Schoenfeld 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
2024
Q3 		– Sell
-1,575
Closed -$76.6K – 244
2024
Q2 		$76.6K Buy
+1,575
New +$77.2K 0.11% 76

Other funds holding FMF

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Mowery & Schoenfeld Wealth Management's FMF Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of First Trust Managed Futures Strategy Fund (FMF) in Q3 2024, closing a stake of 1,575 shares — an estimated $76.6K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FMF in Q2 2024 and held it in 1 quarter. The position peaked at $76.6K in Q2 2024. 72 funds tracked by Wall St. Rank hold FMF as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining First Trust Managed Futures Strategy Fund position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,575 First Trust Managed Futures Strategy Fund shares in Q3 2024, an estimated $76.6K.
  • Mowery & Schoenfeld Wealth Management first reported a position in First Trust Managed Futures Strategy Fund in Q2 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's First Trust Managed Futures Strategy Fund position peaked at $76.6K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.