Holistic Financial Partners First Trust Managed Futures St Transaction History

Holistic Financial Partners

  • $203 Million
  • Q1 2025

A detailed history of Holistic Financial Partners transactions in First Trust Managed Futures St stock. As of the latest transaction made, Holistic Financial Partners holds 18,293 shares of FMF stock, worth $845,136. This represents 0.42% of its overall portfolio holdings.

Number of Shares
18,293
Previous 22,333 18.09%
Holding current value
$845,136
Previous $1.06 Million 20.62%
% of portfolio
0.42%
Previous 0.54%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$45.87 - $48.39 $185,314 - $195,495
-4,040 Reduced 18.09%
18,293 $843,000
Q4 2024

Feb 04, 2025
SELL
$46.63 - $49.57 $140,682 - $149,552
-3,017 Reduced 11.9%
22,333 $1.06 Million
Q3 2024

Nov 07, 2024
SELL
$47.09 - $49.74 $470 - $497
-10 Reduced 0.04%
25,350 $1.2 Million
Q2 2024

Jul 30, 2024
SELL
$48.15 - $50.46 $361,221 - $378,550
-7,502 Reduced 22.83%
25,360 $1.23 Million
Q1 2024

May 08, 2024
BUY
$46.29 - $50.57 $82,951 - $90,621
1,792 Added 5.77%
32,862 $1.66 Million
Q4 2023

Feb 12, 2024
BUY
$46.11 - $48.78 $97,292 - $102,925
2,110 Added 7.29%
31,070 $1.43 Million
Q3 2023

Nov 08, 2023
SELL
$47.87 - $50.02 $851,894 - $890,155
-17,796 Reduced 38.06%
28,960 $1.42 Million
Q2 2023

Aug 09, 2023
SELL
$46.63 - $48.74 $364,879 - $381,390
-7,825 Reduced 14.34%
46,756 $2.24 Million
Q1 2023

May 04, 2023
BUY
$45.87 - $48.04 $936,436 - $980,736
20,415 Added 59.75%
54,581 $2.57 Million
Q4 2022

Feb 07, 2023
BUY
$46.74 - $52.55 $1.01 Million - $1.14 Million
21,681 Added 173.66%
34,166 $1.63 Million
Q3 2022

Nov 09, 2022
SELL
$48.62 - $51.83 $14,586 - $15,549
-300 Reduced 2.35%
12,485 $643,000
Q2 2022

Aug 02, 2022
BUY
$48.99 - $54.17 $626,337 - $692,563
12,785 New
12,785 $659,000

Others Institutions Holding FMF

# of Institutions
85
Shares Held
3.02M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST MANAGED FUTURES ST

FMF Quotes by TradingView
  • Ticker FMF
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More about FMF
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