Pinnacle Family Advisors’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 | $515K | Buy |
11,387
+353
| +3% | +$16K | 0.25% | 70 |
|
2025
Q1 | $509K | Buy |
11,034
+128
| +1% | +$5.9K | 0.28% | 69 |
|
2024
Q4 | $519K | Buy |
10,906
+750
| +7% | +$35.7K | 0.25% | 68 |
|
2024
Q3 | $482K | Buy |
10,156
+181
| +2% | +$8.6K | 0.25% | 71 |
|
2024
Q2 | $485K | Sell |
9,975
-115
| -1% | -$5.6K | 0.27% | 59 |
|
2024
Q1 | $510K | Buy |
10,090
+443
| +5% | +$22.4K | 0.27% | 54 |
|
2023
Q4 | $445K | Buy |
9,647
+254
| +3% | +$11.7K | 0.26% | 58 |
|
2023
Q3 | $460K | Buy |
9,393
+194
| +2% | +$9.5K | 0.26% | 54 |
|
2023
Q2 | $440K | Sell |
9,199
-517
| -5% | -$24.7K | 0.24% | 69 |
|
2023
Q1 | $457K | Buy |
9,716
+974
| +11% | +$45.8K | 0.28% | 65 |
|
2022
Q4 | $416K | Sell |
8,742
-37
| -0.4% | -$1.76K | 0.3% | 57 |
|
2022
Q3 | $452K | Sell |
8,779
-784
| -8% | -$40.4K | 0.39% | 44 |
|
2022
Q2 | $493K | Sell |
9,563
-254
| -3% | -$13.1K | 0.4% | 52 |
|
2022
Q1 | $479K | Buy |
9,817
+1,200
| +14% | +$58.6K | 0.26% | 71 |
|
2021
Q4 | $391K | Buy |
8,617
+989
| +13% | +$44.9K | 0.18% | 75 |
|
2021
Q3 | $363K | Sell |
7,628
-55
| -0.7% | -$2.62K | 0.16% | 89 |
|
2021
Q2 | $375K | Sell |
7,683
-9
| -0.1% | -$439 | 0.16% | 84 |
|
2021
Q1 | $364K | Buy |
7,692
+1,440
| +23% | +$68.1K | 0.19% | 81 |
|
2020
Q4 | $283K | Buy |
+6,252
| New | +$283K | 0.17% | 91 |
|