Steward Partners Investment Advisory’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$231K	Sell	4,566 -208	-4%	-$10.3K	﹤0.01%	1940
2025 Q4	$225K	Sell	4,774 -3,065	-39%	-$149K	﹤0.01%	1871
2025 Q3	$382K	Sell	7,839 -1,874	-19%	-$88.3K	﹤0.01%	1519
2025 Q2	$439K	Sell	9,713 -849	-8%	-$38.4K	﹤0.01%	1360
2025 Q1	$487K	Buy	10,562 +311	+3%	+$14.7K	﹤0.01%	1231
2024 Q4	$488K	Sell	10,251 -1,521	-13%	-$72.7K	﹤0.01%	1172
2024 Q3	$559K	Sell	11,772 -309	-3%	-$14.9K	0.01%	1065
2024 Q2	$588K	Buy	12,081 +332	+3%	+$16.3K	0.01%	993
2024 Q1	$594K	Buy	11,749 +445	+4%	+$21.7K	0.01%	983
2023 Q4	$521K	Buy	11,304 +1,845	+20%	+$88K	0.01%	983
2023 Q3	$463K	Buy	9,459 +348	+4%	+$17K	0.01%	945
2023 Q2	$436K	Buy	9,111 +385	+4%	+$18.4K	0.01%	981
2023 Q1	$410K	Buy	8,726 +487	+6%	+$23K	0.01%	1001
2022 Q4	$392K	Buy	8,239 +10	+0.1%	+$495	0.01%	988
2022 Q3	$424K	Buy	+8,229	New	+$412K	0.01%	913