A detailed history of Steward Partners Investment Advisory, LLC transactions in First Trust Managed Futures St stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 11,772 shares of FMF stock, worth $564,585. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,772
Previous 12,081 2.56%
Holding current value
$564,585
Previous $587,000 4.77%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$47.09 - $49.74 $14,550 - $15,369
-309 Reduced 2.56%
11,772 $559,000
Q2 2024

Aug 08, 2024

BUY
$48.15 - $50.46 $15,985 - $16,752
332 Added 2.83%
12,081 $587,000
Q1 2024

May 15, 2024

BUY
$46.29 - $50.57 $20,599 - $22,503
445 Added 3.94%
11,749 $594,000
Q4 2023

Feb 12, 2024

BUY
$46.11 - $48.78 $85,072 - $89,999
1,845 Added 19.51%
11,304 $521,000
Q3 2023

Nov 13, 2023

BUY
$47.87 - $50.02 $16,658 - $17,406
348 Added 3.82%
9,459 $463,000
Q2 2023

Aug 14, 2023

BUY
$46.63 - $48.74 $17,952 - $18,764
385 Added 4.41%
9,111 $435,000
Q1 2023

May 15, 2023

BUY
$45.87 - $48.04 $22,338 - $23,395
487 Added 5.91%
8,726 $410,000
Q4 2022

Feb 15, 2023

BUY
$46.74 - $52.55 $467 - $525
10 Added 0.12%
8,239 $392,000
Q3 2022

Nov 10, 2022

BUY
$48.62 - $51.83 $400,093 - $426,509
8,229 New
8,229 $424,000

Others Institutions Holding FMF

About FIRST TRUST MANAGED FUTURES ST


  • Ticker FMF
  • Sector ETFs
  • Industry ETFs
More about FMF
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.