OneDigital Investment Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,752
| Closed | -$645K | – | 1379 |
|
|
2024
Q1 | $645K | Buy |
12,752
+591
| +5% | +$29.9K | 0.01% | 644 |
|
|
2023
Q4 | $561K | Sell |
12,161
-613
| -5% | -$28.3K | 0.01% | 672 |
|
|
2023
Q3 | $626K | Buy |
12,774
+4,771
| +60% | +$234K | 0.01% | 568 |
|
|
2023
Q2 | $383K | Buy |
8,003
+2,023
| +34% | +$96.7K | 0.01% | 726 |
|
|
2023
Q1 | $281K | Buy |
5,980
+1,630
| +37% | +$76.6K | 0.01% | 809 |
|
|
2022
Q4 | $207K | Buy |
+4,350
| New | +$207K | 0.01% | 769 |
|