Wealth Shield Partners, LLC First Trust Managed Futures St Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$46.88 - $49.26 $16,079 - $16,896	-343 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$45.34 - $47.81 $15,551 - $16,398	343 New	343 $16,000

Others Institutions Holding FMF

# of Institutions

76

Shares Held

2.3M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

379K
Shares

$17.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

276K
Shares

$13 Million
0.01% of portfolio
Alm First Financial Advisors, LLC Dallas, TX

207K
Shares

$9.72 Million
2.39% of portfolio
Tcp Asset Management, LLC Columbus, OH

165K
Shares

$7.77 Million
1.96% of portfolio
Cetera Investment Advisers Schaumburg, IL

95.7K
Shares

$4.5 Million
0.01% of portfolio

About FIRST TRUST MANAGED FUTURES ST

Ticker FMF
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