TD Private Client Wealth’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

TD Private Client Wealth’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
2023 Q1	–	Sell	-16,346	Closed	-$778K	–	1251
2022 Q4	$778K	Buy	+16,346	New	+$810K	0.04%	357
2022 Q1	–	Sell	-949	Closed	-$43.1K	–	1290
2021 Q4	$43.1K	Buy	+949	New	+$44.9K	﹤0.01%	762

Other funds holding FMF

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CIM

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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

TD Private Client Wealth's FMF Position: Q1 2023 in Review

TD Private Client Wealth sold out of First Trust Managed Futures Strategy Fund (FMF) in Q1 2023, closing a stake of 16,346 shares — an estimated $778K sold.

TD Private Client Wealth first reported a position in FMF in Q4 2021 and held it in 2 quarters. The position peaked at $778K in Q4 2022. 82 funds tracked by Wall St. Rank hold FMF as of Q1 2023.

TD Private Client Wealth reported no remaining First Trust Managed Futures Strategy Fund position as of Q1 2023 after selling out during the quarter.
TD Private Client Wealth sold 16,346 First Trust Managed Futures Strategy Fund shares in Q1 2023, an estimated $778K.
TD Private Client Wealth first reported a position in First Trust Managed Futures Strategy Fund in Q4 2021 and held it in 2 quarters.
TD Private Client Wealth's First Trust Managed Futures Strategy Fund position peaked at $778K in Q4 2022.
82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q1 2023.

Based on TD Private Client Wealth's 13F filing for Q1 2023, filed 16 Aug 2024.