Latest Institutional Transactions on First Trust Managed Futures St (FMF)
This table provides information on the latest institutional transactions involving First Trust Managed Futures St (FMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 9.3% |
$49.2K - $53K
|
10.6K
$516K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.3KNew |
$646K - $697K
|
14.3K
$696K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.4K+ 18.01% |
$968K - $1.04M
|
140K
$6.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.9K+ 19.83% |
$628K - $677K
|
83.9K
$4.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
978+ 4.11% |
$44.2K - $47.7K
|
24.8K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.66K- 8.73% |
$75.1K - $81K
|
17.4K
$846K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
21.5KNew |
$971K - $1.05M
|
21.5K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9+ 0.8% |
$407 - $439
|
1.13K
$55.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.1K+ 8.09% |
$49.5K - $53.4K
|
14.7K
$713K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
224+ 2.83% |
$10.1K - $10.9K
|
8.14K
$396K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.48KNew |
$203K - $219K
|
4.48K
$218K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.17K+ 13.58% |
$52.8K - $56.9K
|
9.77K
$475K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.05K- 9.03% |
$92.7K - $100K
|
20.7K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-14- 0.23% |
$633 - $683
|
6.05K
$295K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
412+ 7.55% |
$18.6K - $20.1K
|
5.87K
$286K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
895+ 6.1% |
$40.4K - $43.6K
|
15.6K
$758K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6.78K+ 3.64% |
$306K - $331K
|
193K
$9.4M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.54K+ 94.07% |
$68.9K - $71.4K
|
3.17K
$154K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
25+ 11.26% |
$1.12K - $1.16K
|
247
$12K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24New |
$1.07K - $1.11K
|
24
$1.17K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7+ 77.78% |
$314 - $325
|
16
$779
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.35K- 5.12% |
$150K - $156K
|
62.1K
$3.03M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
405New |
$18.1K - $18.8K
|
405
$19.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
543New |
$24.3K - $25.2K
|
543
$26.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62New |
$2.78K - $2.88K
|
62
$3.02K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.54KNew |
$248K - $257K
|
5.54K
$270K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.67KNew |
$398K - $419K
|
8.67K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-666- 1.29% |
$30.5K - $32.2K
|
50.8K
$2.47M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.14K- 5.39% |
$52.3K - $55.2K
|
20K
$974K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
670New |
$30.7K - $32.4K
|
670
$32.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
20.5K+ 8.53% |
$941K - $993K
|
261K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-64- 5.99% |
$2.94K - $3.1K
|
1K
$48.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.44K- 97.83% |
$66.2K - $69.9K
|
32
$1.56K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 81.92% |
$48.9K - $51.5K
|
235
$11.4K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
387New |
$18K - $19.2K
|
387
$18.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.05KNew |
$329K - $349K
|
7.05K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
616+ 37.58% |
$28.7K - $30.5K
|
2.26K
$110K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.75K- 5.33% |
$81.6K - $86.8K
|
31.1K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.25KNew |
$198K - $211K
|
4.25K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
262New |
$12.2K - $13K
|
262
$12.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
53New |
$2.47K - $2.63K
|
53
$2.58K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.59K- 2.98% |
$74.1K - $78.8K
|
51.7K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$2.28K - $2.43K
|
49
$2.39K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52New |
$2.42K - $2.58K
|
52
$2.53K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
17KNew |
$795K - $845K
|
17K
$830K
|
|
| Q3 2024 | |||||||
|
Aug 13, 2025
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.85K- 45.16% |
$228K - $241K
|
5.89K
$287K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.28K- 22.71% |
$107K - $113K
|
7.75K
$377K
|
|