Holistic Financial Partners
Position in FMF — First Trust Managed Futures Strategy Fund
CIK 1729304
INDIANAPOLIS, IN
All Filings in FMF
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,726 | 4,479 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $209,937 | 4,462 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $263,223 | 5,405 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $347,890 | 7,695 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $843,673 | 18,293 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,062,604 | 22,333 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,204,125 | 25,350 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,234,017 | 25,360 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,661,831 | 32,862 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,432,637 | 31,070 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,418,460 | 28,960 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,235,404 | 46,756 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,565,852 | 54,581 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,626,301 | 34,166 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $642,727 | 12,485 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $658,811 | 12,785 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||