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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,085
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
22,906
shares
|
$1.06 Million
0.5% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
22,333
shares
|
$1.04 Million
0.54% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
21,514
shares
|
$998,034
0.02% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
21,157
shares
|
$981,473
0.01% of portfolio
|
Q4 2024
Reduced 34.89%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,519
shares
|
$905,486
0.0% of portfolio
|
Q4 2024
Added 50.87%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,641
shares
|
$864,755
0.82% of portfolio
|
Q1 2023
Reduced 55.81%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
17,822
shares
|
$826,762
0.03% of portfolio
|
Q4 2024
Reduced 39.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,389
shares
|
$806,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
17,043
shares
|
$790,624
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,600
shares
|
$723,684
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
14,128
shares
|
$655,397
0.01% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,963
shares
|
$647,743
0.17% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,837
shares
|
$641,898
0.02% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,835
shares
|
$641,805
0.0% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
13,337
shares
|
$618,703
0.12% of portfolio
|
Q4 2024
Added 20.75%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
12,851
shares
|
$596,157
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,429
shares
|
$576,581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,285
shares
|
$569,901
0.0% of portfolio
|
Q4 2024
Added 58.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,637
shares
|
$539,840
0.02% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
10,906
shares
|
$505,929
0.28% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
10,550
shares
|
$489,414
0.13% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
10,368
shares
|
$480,971
0.03% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
10,251
shares
|
$475,543
0.0% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
9,836
shares
|
$456,292
0.01% of portfolio
|
Q4 2024
Added 16.36%
|