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

WealthShield 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
2021
Q3 		– Sell
-343
Closed -$17K – 409
2021
Q2 		$17K Hold
343
– – ﹤0.01% 678
2021
Q1 		$16K Buy
+343
New +$16K ﹤0.01% 705

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AAS
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Royal Bank of Canada
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IA
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KPWS
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AFP
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CIM
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WealthShield Partners's FMF Position: Q3 2021 in Review

WealthShield Partners sold out of First Trust Managed Futures Strategy Fund (FMF) in Q3 2021, closing a stake of 343 shares — an estimated $17K sold.

WealthShield Partners first reported a position in FMF in Q1 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 43 funds tracked by Wall St. Rank hold FMF as of Q3 2021.

  • WealthShield Partners reported no remaining First Trust Managed Futures Strategy Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 343 First Trust Managed Futures Strategy Fund shares in Q3 2021, an estimated $17K.
  • WealthShield Partners first reported a position in First Trust Managed Futures Strategy Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's First Trust Managed Futures Strategy Fund position peaked at $17K in Q2 2021.
  • 43 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.