Institutional Ownership First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
421,236
shares
|
$19.5 Million
0.01% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
305,025
shares
|
$14.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
240,485
shares
|
$11.2 Million
2.63% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
172,252
shares
|
$7.99 Million
1.97% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
121,144
shares
|
$5.62 Million
0.01% of portfolio
|
Q4 2024
Added 19.17%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
76,207
shares
|
$3.54 Million
0.01% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
63,503
shares
|
$2.95 Million
0.02% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
63,502
shares
|
$2.95 Million
0.01% of portfolio
|
Q4 2024
Added 12.78%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
62,308
shares
|
$2.89 Million
0.0% of portfolio
|
Q4 2024
Added 29.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
54,700
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
51,731
shares
|
$2.4 Million
2.43% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
51,491
shares
|
$2.39 Million
0.03% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,193
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
45,315
shares
|
$2.1 Million
0.07% of portfolio
|
Q4 2024
Added 26.3%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
43,904
shares
|
$2.04 Million
0.02% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
39,167
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
37,125
shares
|
$1.72 Million
0.25% of portfolio
|
Q4 2024
Added 25.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
35,433
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
31,102
shares
|
$1.44 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
29,783
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 72.63%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
28,245
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 31.53%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
26,835
shares
|
$1.24 Million
0.33% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,306
shares
|
$1.13 Million
0.23% of portfolio
|
Q1 2024
Added 7.3%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
23,240
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
23,139
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Added 184.37%
|