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 87 institutions that hold shares in the stock, with a total of 3.06 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
8,668
shares
|
$406,615
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
8,598
shares
|
$403,332
0.01% of portfolio
|
Q2 2025
Reduced 53.6%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,420
shares
|
$394,982
0.62% of portfolio
|
Q4 2022
Reduced 11.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
8,417
shares
|
$394,841
0.01% of portfolio
|
Q2 2025
Added 21.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
7,912
shares
|
$371,151
0.01% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
7,695
shares
|
$360,972
0.16% of portfolio
|
Q2 2025
Reduced 57.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,617
shares
|
$357,313
0.01% of portfolio
|
Q2 2025
Reduced 81.77%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
7,328
shares
|
$343,756
0.02% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
6,409
shares
|
$300,646
0.13% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,066
shares
|
$284,556
0.11% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,544
shares
|
$260,069
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
5,460
shares
|
$256,128
0.02% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
5,264
shares
|
$246,934
0.07% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
4,936
shares
|
$231,547
0.13% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,905
shares
|
$230,093
0.01% of portfolio
|
Q4 2023
Reduced 2.1%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,583
shares
|
$214,988
0.01% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,518
shares
|
$211,939
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,317
shares
|
$202,510
0.09% of portfolio
|
Q3 2023
Reduced 25.8%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,900
shares
|
$182,949
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,840
shares
|
$133,224
0.0% of portfolio
|
Q2 2025
Added 13.69%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,255
shares
|
$105,782
0.01% of portfolio
|
Q4 2024
Added 37.58%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,992
shares
|
$93,444
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,635
shares
|
$76,697
0.0% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,004
shares
|
$47,097
0.0% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
700
shares
|
$32,837
0.0% of portfolio
|
Q1 2025
New holding
|