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

NewEdge 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
Q2 		– Sell
-21
Closed -$987 – 3533
2023
Q1 		$987 Sell
21
-82
-80% -$3.87K ﹤0.01% 3157
2022
Q4 		$5 Buy
+103
New +$5.1K ﹤0.01% 3801

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AFFA
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MFGM
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Jane Street
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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
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NewEdge Advisors's FMF Position: Q2 2023 in Review

NewEdge Advisors sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2023, closing a stake of 21 shares — an estimated $987 sold.

NewEdge Advisors first reported a position in FMF in Q4 2022 and held it in 2 quarters. The position peaked at $987 in Q1 2023. 78 funds tracked by Wall St. Rank hold FMF as of Q2 2023.

  • NewEdge Advisors reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • NewEdge Advisors sold 21 First Trust Managed Futures Strategy Fund shares in Q2 2023, an estimated $987.
  • NewEdge Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's First Trust Managed Futures Strategy Fund position peaked at $987 in Q1 2023.
  • 78 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.