Next Financial Group’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Next Financial Group’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
2021 Q4	$62K	Buy	1,368 +541	+65%	+$25.6K	﹤0.01%	1381
2021 Q3	$39K	Sell	827 -88	-10%	-$4.21K	﹤0.01%	1517
2021 Q2	$45K	Buy	915 +39	+4%	+$1.89K	﹤0.01%	1423
2021 Q1	$42K	Buy	876 +29	+3%	+$1.35K	﹤0.01%	1345
2020 Q4	$38K	Buy	847 +248	+41%	+$10.9K	﹤0.01%	1285
2020 Q3	$26K	Buy	+599	New	+$26.7K	﹤0.01%	1316

Other funds holding FMF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Next Financial Group's FMF Position: Q4 2021 in Review

Next Financial Group increased its First Trust Managed Futures Strategy Fund (FMF) stake by 65% in Q4 2021, buying an estimated $25.6K and bringing the position to 1,368 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Next Financial Group first reported a position in FMF in Q3 2020 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold FMF as of Q4 2021.

Next Financial Group held 1,368 shares of First Trust Managed Futures Strategy Fund worth $62K as of Q4 2021.
Next Financial Group bought 541 First Trust Managed Futures Strategy Fund shares in Q4 2021, an estimated $25.6K.
First Trust Managed Futures Strategy Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1381 holding.
Next Financial Group first reported a position in First Trust Managed Futures Strategy Fund in Q3 2020 and has held it in 6 quarters since.
45 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.