Sowell Financial Services’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-2,796	Closed	-$137K	–	1290
2021 Q1	$137K	Sell	2,796 -92	-3%	-$4.29K	﹤0.01%	1227
2020 Q4	$131K	Buy	2,888 +246	+9%	+$10.8K	0.01%	1045
2020 Q3	$115K	Sell	2,642 -36	-1%	-$1.6K	0.01%	926
2020 Q2	$118K	Buy	+2,678	New	+$117K	0.01%	913

Other funds holding FMF

Envestnet Asset Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return

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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return