Steward Partners Investment Advisory’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 | $439K | Sell |
9,713
-849
| -8% | -$38.4K | ﹤0.01% | 1360 |
|
|
2025
Q1 | $487K | Buy |
10,562
+311
| +3% | +$14.3K | ﹤0.01% | 1231 |
|
|
2024
Q4 | $488K | Sell |
10,251
-1,521
| -13% | -$72.4K | ﹤0.01% | 1172 |
|
|
2024
Q3 | $559K | Sell |
11,772
-309
| -3% | -$14.7K | 0.01% | 1065 |
|
|
2024
Q2 | $588K | Buy |
12,081
+332
| +3% | +$16.2K | 0.01% | 993 |
|
|
2024
Q1 | $594K | Buy |
11,749
+445
| +4% | +$22.5K | 0.01% | 983 |
|
|
2023
Q4 | $521K | Buy |
11,304
+1,845
| +20% | +$85.1K | 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% | +$22.9K | 0.01% | 1001 |
|
|
2022
Q4 | $392K | Buy |
8,239
+10
| +0.1% | +$476 | 0.01% | 988 |
|
|
2022
Q3 | $424K | Buy |
+8,229
| New | +$424K | 0.01% | 913 |
|