Apollon Wealth Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Apollon Wealth Management’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
2026 Q1	$406K	Sell	8,028 -95	-1%	-$4.69K	0.01%	956
2025 Q4	$382K	Sell	8,123 -13	-0.2%	-$630	0.01%	950
2025 Q3	$396K	Buy	8,136 +224	+3%	+$10.6K	0.01%	925
2025 Q2	$358K	Buy	7,912 +616	+8%	+$27.9K	0.01%	944
2025 Q1	$336K	Buy	7,296 +486	+7%	+$23K	0.01%	913
2024 Q4	$324K	Buy	6,810 +411	+6%	+$19.6K	0.01%	911
2024 Q3	$304K	Buy	6,399 +496	+8%	+$23.9K	0.01%	906
2024 Q2	$287K	Buy	5,903 +1,041	+21%	+$51K	0.01%	878
2024 Q1	$246K	Buy	+4,862	New	+$237K	0.01%	948
2023 Q3	–	Sell	-20,442	Closed	-$977K	–	931
2023 Q2	$977K	Buy	+20,442	New	+$979K	0.05%	388

Other funds holding FMF

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

TCP Asset Management Columbus, Ohio $778M AUM 18.53% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return