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

OneDigital Investment 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
2024 Q2	–	Sell	-12,752	Closed	-$645K	–	1380
2024 Q1	$645K	Buy	12,752 +591	+5%	+$28.8K	0.01%	644
2023 Q4	$561K	Sell	12,161 -613	-5%	-$29.2K	0.01%	672
2023 Q3	$626K	Buy	12,774 +4,771	+60%	+$233K	0.01%	568
2023 Q2	$383K	Buy	8,003 +2,023	+34%	+$96.9K	0.01%	726
2023 Q1	$281K	Buy	5,980 +1,630	+37%	+$76.8K	0.01%	809
2022 Q4	$207K	Buy	+4,350	New	+$215K	0.01%	770

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

AAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

OneDigital Investment Advisors's FMF Position: Q2 2024 in Review

OneDigital Investment Advisors sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2024, closing a stake of 12,752 shares — an estimated $645K sold.

OneDigital Investment Advisors first reported a position in FMF in Q4 2022 and held it in 6 quarters. The position peaked at $645K in Q1 2024. 67 funds tracked by Wall St. Rank hold FMF as of Q2 2024.

OneDigital Investment Advisors reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 12,752 First Trust Managed Futures Strategy Fund shares in Q2 2024, an estimated $645K.
OneDigital Investment Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q4 2022 and held it in 6 quarters.
OneDigital Investment Advisors's First Trust Managed Futures Strategy Fund position peaked at $645K in Q1 2024.
67 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2024.

Based on OneDigital Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.