SignalPoint Asset Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

SignalPoint Asset Management’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 Q4	–	Sell	-10,128	Closed	-$483K	–	261
2024 Q3	$483K	Sell	10,128 -6,653	-40%	-$321K	0.11%	158
2024 Q2	$817K	Buy	+16,781	New	+$823K	0.22%	101

Other funds holding FMF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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 $44.6B AUM 28.94% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SignalPoint Asset Management's FMF Position: Q4 2024 in Review

SignalPoint Asset Management sold out of First Trust Managed Futures Strategy Fund (FMF) in Q4 2024, closing a stake of 10,128 shares — an estimated $483K sold.

SignalPoint Asset Management first reported a position in FMF in Q2 2024 and held it in 2 quarters. The position peaked at $817K in Q2 2024. 79 funds tracked by Wall St. Rank hold FMF as of Q4 2024.

SignalPoint Asset Management reported no remaining First Trust Managed Futures Strategy Fund position as of Q4 2024 after selling out during the quarter.
SignalPoint Asset Management sold 10,128 First Trust Managed Futures Strategy Fund shares in Q4 2024, an estimated $483K.
SignalPoint Asset Management first reported a position in First Trust Managed Futures Strategy Fund in Q2 2024 and held it in 2 quarters.
SignalPoint Asset Management's First Trust Managed Futures Strategy Fund position peaked at $817K in Q2 2024.
79 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.