SG
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StoneX Group’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

StoneX Group’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
-5,887
Closed -$280K – 880
2024
Q3 		$280K Buy
+5,887
New +$284K 0.13% 227
2023
Q1 		– Sell
-10,903
Closed -$519K – 531
2022
Q4 		$519K Sell
10,903
-204
-2% -$10.1K 0.08% 216
2022
Q3 		$572K Sell
11,107
-2,401
-18% -$120K 0.11% 145
2022
Q2 		$696K Sell
13,508
-2,614
-16% -$135K 0.11% 142
2022
Q1 		$787K Sell
16,122
-1,227
-7% -$57.7K 0.07% 230
2021
Q4 		$788K Buy
17,349
+207
+1% +$9.8K 0.09% 212
2021
Q3 		$815K Sell
17,142
-1,296
-7% -$62.1K 0.12% 186
2021
Q2 		$899K Buy
+18,438
New +$895K 0.13% 166

Other funds holding FMF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $778M AUM 18.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of New York Mellon
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return