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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.48K+ 10.48% |
$119K - $125K
|
26.1K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
18.3K+ 88.32% |
$883K - $925K
|
39.1K
$1.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
917+ 6.25% |
$44.2K - $46.3K
|
15.6K
$733K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20+ 3.08% |
$963 - $1.01K
|
670
$31.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
392+ 0.7% |
$18.9K - $19.8K
|
56.4K
$2.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
733+ 72.57% |
$35.3K - $37K
|
1.74K
$81.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
332+ 2.83% |
$16K - $16.8K
|
12.1K
$568K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.95K- 1.29% |
$238K - $250K
|
379K
$17.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.77K+ 1.39% |
$182K - $190K
|
276K
$13M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.53K- 29.68% |
$218K - $229K
|
10.7K
$504K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.48K- 29.51% |
$168K - $176K
|
8.32K
$391K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-271- 1.31% |
$13K - $13.7K
|
20.4K
$959K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-229- 3.76% |
$11K - $11.6K
|
5.87K
$276K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.5K+ 77.27% |
$745K - $781K
|
35.5K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-7.5K- 22.83% |
$361K - $379K
|
25.4K
$1.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.9KNew |
$188K - $197K
|
3.9K
$183K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-601- 12.75% |
$28.9K - $30.3K
|
4.11K
$193K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.63K+ 5.35% |
$78.6K - $82.4K
|
32.1K
$1.51M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.27KNew |
$205K - $215K
|
4.27K
$201K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
51+ 196.15% |
$2.46K - $2.57K
|
77
$3.62K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-464- 9.89% |
$21.5K - $23.5K
|
4.23K
$199K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.14K+ 83.44% |
$238K - $260K
|
11.3K
$531K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.65K+ 7.3% |
$76.5K - $83.6K
|
24.3K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.67K+ 70.31% |
$355K - $388K
|
18.6K
$873K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-66- 0.26% |
$3.06K - $3.34K
|
25.1K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-5.31K- 7.5% |
$246K - $269K
|
65.5K
$3.08M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.3KNew |
$199K - $217K
|
4.3K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
178New |
$8.24K - $9K
|
178
$8.37K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
591+ 4.86% |
$27.4K - $29.9K
|
12.8K
$599K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
110New |
$5.09K - $5.56K
|
110
$5.17K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.46K+ 33.5% |
$299K - $327K
|
25.7K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.52KNew |
$209K - $228K
|
4.52K
$212K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.05KNew |
$188K - $205K
|
4.05K
$191K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
26.6KNew |
$1.23M - $1.35M
|
26.6K
$1.25M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-69- 58.97% |
$3.19K - $3.49K
|
48
$2.26K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-839- 97.79% |
$38.7K - $40.9K
|
19
$893
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.49KNew |
$253K - $268K
|
5.49K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.1K- 10.0% |
$50.7K - $53.7K
|
9.9K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-133- 2.59% |
$6.13K - $6.49K
|
5K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46New |
$2.12K - $2.24K
|
46
$2.16K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-48.1K- 96.93% |
$2.22M - $2.34M
|
1.52K
$71.4K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.19K+ 3041.03% |
$54.7K - $57.9K
|
1.23K
$57.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.84K- 30.69% |
$131K - $138K
|
6.41K
$301K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
27.6KNew |
$1.27M - $1.34M
|
27.6K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
32New |
$1.48K - $1.56K
|
32
$1.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.25K- 98.01% |
$334K - $354K
|
147
$6.91K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-105- 2.1% |
$4.84K - $5.12K
|
4.91K
$231K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.02K- 31.37% |
$93.3K - $98.7K
|
4.43K
$208K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.71KNew |
$217K - $230K
|
4.71K
$222K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-8.42K- 5.25% |
$388K - $411K
|
152K
$7.14M
|
|