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 |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
9,694
shares
|
$449,704
0.2% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,555
shares
|
$443,256
0.01% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
9,520
shares
|
$441,632
0.03% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,420
shares
|
$390,603
0.62% of portfolio
|
Q4 2022
Reduced 11.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,049
shares
|
$327,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
6,810
shares
|
$315,915
0.01% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,763
shares
|
$313,735
0.02% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,925
shares
|
$274,860
0.15% of portfolio
|
Q4 2024
Added 29.59%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
5,908
shares
|
$274,072
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
5,359
shares
|
$248,604
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
5,212
shares
|
$241,784
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
5,185
shares
|
$240,532
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,905
shares
|
$227,542
0.01% of portfolio
|
Q4 2023
Reduced 2.1%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
4,839
shares
|
$224,481
0.03% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
4,639
shares
|
$215,203
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,518
shares
|
$209,590
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,317
shares
|
$200,265
0.09% of portfolio
|
Q3 2023
Reduced 25.8%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
4,250
shares
|
$197,157
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
3,934
shares
|
$182,498
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,900
shares
|
$180,921
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,498
shares
|
$115,882
0.0% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,255
shares
|
$104,609
0.01% of portfolio
|
Q4 2024
Added 37.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,927
shares
|
$89,393
0.0% of portfolio
|
Q4 2024
Reduced 49.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,300
shares
|
$60,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,068
shares
|
$49,544
0.0% of portfolio
|
Q4 2024
New holding
|