Wealthcare Advisory Partners’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Wealthcare Advisory Partners’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
2020 Q2	–	Sell	-120	Closed	-$5K	–	683
2020 Q1	$5K	Buy	+120	New	+$5.15K	﹤0.01%	1097
2019 Q3	–	Sell	-120	Closed	-$5K	–	1363
2019 Q2	$5K	Hold	120	–	–	﹤0.01%	1052
2019 Q1	$5K	Hold	120	–	–	﹤0.01%	964
2018 Q4	$5K	Hold	120	–	–	﹤0.01%	930
2018 Q3	$6K	Buy	+120	New	+$5.86K	﹤0.01%	951
2016 Q3	–	Sell	-127	Closed	-$6K	–	102
2016 Q2	$6K	Buy	+127	New	+$6.02K	﹤0.01%	87

Other funds holding FMF

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

AAS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

AWM

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Wealthcare Advisory Partners's FMF Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2020, closing a stake of 120 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in FMF in Q2 2016 and held it in 6 quarters. The position peaked at $6K in Q3 2018. 29 funds tracked by Wall St. Rank hold FMF as of Q2 2020.

Wealthcare Advisory Partners reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 120 First Trust Managed Futures Strategy Fund shares in Q2 2020, an estimated $5K.
Wealthcare Advisory Partners first reported a position in First Trust Managed Futures Strategy Fund in Q2 2016 and held it in 6 quarters.
Wealthcare Advisory Partners's First Trust Managed Futures Strategy Fund position peaked at $6K in Q3 2018.
29 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.