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 Q3	–	Sell	-8,280	Closed	-$415K	–	1681
2026 Q2	$415K	Buy	8,280 +252	+3%	+$12.9K	0.01%	1109
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

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Center For Asset Management Palm Beach Gardens, Florida $222M AUM 14.95% 1-Year Est. Return

Apollon Wealth Management's FMF Position: Q3 2026 in Review

Apollon Wealth Management sold out of First Trust Managed Futures Strategy Fund (FMF) in Q3 2026, closing a stake of 8,280 shares — an estimated $415K sold.

Apollon Wealth Management first reported a position in FMF in Q2 2023 and held it in 11 quarters. The position peaked at $977K in Q2 2023. 62 funds tracked by Wall St. Rank hold FMF as of Q3 2026.

Apollon Wealth Management reported no remaining First Trust Managed Futures Strategy Fund position as of Q3 2026 after selling out during the quarter.
Apollon Wealth Management sold 8,280 First Trust Managed Futures Strategy Fund shares in Q3 2026, an estimated $415K.
Apollon Wealth Management first reported a position in First Trust Managed Futures Strategy Fund in Q2 2023 and held it in 11 quarters.
Apollon Wealth Management's First Trust Managed Futures Strategy Fund position peaked at $977K in Q2 2023.
62 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.