Simplicity Wealth’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
$2.64M Buy
58,368
+33,826
+138% +$1.53M 0.11% 180
2025
Q1
$1.13M Buy
+24,542
New +$1.13M 0.09% 230
2024
Q4
Sell
-20,159
Closed -$958K 403
2024
Q3
$958K Buy
20,159
+1
+0% +$48 0.09% 200
2024
Q2
$981K Buy
20,158
+118
+0.6% +$5.74K 0.02% 533
2024
Q1
$1.01M Buy
+20,040
New +$1.01M 0.02% 512