Petix & Botte Financial’s First Trust Managed Futures Strategy Fund FMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Hold |
10,550
| – | – | 0.12% | 87 |
|
|
2025
Q1 | $487K | Hold |
10,550
| – | – | 0.13% | 82 |
|
|
2024
Q4 | $502K | Hold |
10,550
| – | – | 0.13% | 83 |
|
|
2024
Q3 | $501K | Hold |
10,550
| – | – | 0.13% | 73 |
|
|
2024
Q2 | $513K | Buy |
10,550
+5,275
| +100% | +$257K | 0.15% | 69 |
|
|
2024
Q1 | $267K | Sell |
5,275
-5,275
| -50% | -$267K | 0.07% | 118 |
|
|
2023
Q4 | $486K | Hold |
10,550
| – | – | 0.14% | 68 |
|
|
2023
Q3 | $517K | Hold |
10,550
| – | – | 0.16% | 66 |
|
|
2023
Q2 | $504K | Buy |
10,550
+5,275
| +100% | +$252K | 0.16% | 66 |
|
|
2023
Q1 | $248K | Buy |
+5,275
| New | +$248K | 0.17% | 65 |
|