Private Trust Company’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-262
Closed -$12.5K 2505
2024
Q4
$12.5K Buy
+262
New +$12.5K ﹤0.01% 1671

Other funds holding FMF

Private Trust Company's FMF Position: Q1 2025 in Review

Private Trust Company sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2025, closing a stake of 262 shares — an estimated $12.5K sold.

Private Trust Company first reported a position in FMF in Q4 2024 and held it in 1 quarter. The position peaked at $12.5K in Q4 2024. 73 funds tracked by Wall St. Rank hold FMF as of Q1 2025.

  • Private Trust Company reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Private Trust Company sold 262 First Trust Managed Futures Strategy Fund shares in Q1 2025, an estimated $12.5K.
  • Private Trust Company first reported a position in First Trust Managed Futures Strategy Fund in Q4 2024 and held it in 1 quarter.
  • Private Trust Company's First Trust Managed Futures Strategy Fund position peaked at $12.5K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2025.

Based on Private Trust Company's 13F filing for Q1 2025, filed 28 Apr 2025.