Sowell Financial Services
FMF icon

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 – 1289
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

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Sowell Financial Services's FMF Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2021, closing a stake of 2,796 shares — an estimated $137K sold.

Sowell Financial Services first reported a position in FMF in Q2 2020 and held it in 4 quarters. The position peaked at $137K in Q1 2021. 45 funds tracked by Wall St. Rank hold FMF as of Q2 2021.

  • Sowell Financial Services reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,796 First Trust Managed Futures Strategy Fund shares in Q2 2021, an estimated $137K.
  • Sowell Financial Services first reported a position in First Trust Managed Futures Strategy Fund in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's First Trust Managed Futures Strategy Fund position peaked at $137K in Q1 2021.
  • 45 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.