WA
FMF icon

WFG Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

WFG Advisors’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
2017
Q2 		$11K Buy
+250
New +$11.5K ﹤0.01% 1108
2017
Q1 		– Sell
-250
Closed -$12K – 1545
2016
Q4 		$12K Hold
250
– – ﹤0.01% 1058
2016
Q3 		$12K Buy
+250
New +$11.9K ﹤0.01% 1071

Other funds holding FMF

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
BTIS
BB&T Investment Services Charlotte, North Carolina $595M AUM 15.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

WFG Advisors's FMF Position: Q2 2017 in Review

WFG Advisors opened a new position in First Trust Managed Futures Strategy Fund (FMF) in Q2 2017: 250 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1108 among its holdings. This is a return to the name: WFG Advisors previously reported a position in FMF as recently as Q4 2016.

WFG Advisors first reported a position in FMF in Q3 2016 and has held it in 3 quarters since. The position peaked at $12K in Q4 2016. 9 funds tracked by Wall St. Rank hold FMF as of Q2 2017.

  • WFG Advisors held 250 shares of First Trust Managed Futures Strategy Fund worth $11K as of Q2 2017.
  • First Trust Managed Futures Strategy Fund was a new WFG Advisors position in Q2 2017.
  • First Trust Managed Futures Strategy Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1108 holding.
  • WFG Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q3 2016 and has held it in 3 quarters since.
  • WFG Advisors's First Trust Managed Futures Strategy Fund position peaked at $12K in Q4 2016.
  • 9 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.