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 76 institutions that hold shares in the stock, with a total of 4.41 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tredje Ap Fonden
|
Nov 08, 2024 Q3 2024 |
2,030,000
shares
|
$96.7 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
390,345
shares
|
$18.6 Million
0.01% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
309,304
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Oct 07, 2024 Q3 2024 |
206,883
shares
|
$9.86 Million
2.39% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
165,216
shares
|
$7.87 Million
1.96% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
101,656
shares
|
$4.84 Million
0.01% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
68,033
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2024
Added 135.12%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
62,067
shares
|
$2.96 Million
0.02% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
56,306
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
53,321
shares
|
$2.54 Million
2.44% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,193
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
48,295
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2024
Added 24.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
48,066
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 29.58%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
41,611
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
36,500
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Added 1083.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
35,488
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2024
Added 77.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
33,618
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
32,853
shares
|
$1.57 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
32,492
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
29,670
shares
|
$1.41 Million
0.21% of portfolio
|
Q3 2024
Added 18.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
29,403
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
25,877
shares
|
$1.23 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
25,350
shares
|
$1.21 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,306
shares
|
$1.16 Million
0.23% of portfolio
|
Q1 2024
Added 7.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
22,489
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.84%
|