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 2.3 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
378,556
shares
|
$17.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
275,964
shares
|
$13 Million
0.01% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Oct 07, 2024 Q3 2024 |
206,883
shares
|
$9.72 Million
2.39% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
165,216
shares
|
$7.77 Million
1.96% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
95,665
shares
|
$4.5 Million
0.01% of portfolio
|
Q2 2024
Added 4.33%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
68,033
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2024
Added 135.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
56,375
shares
|
$2.65 Million
0.02% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
56,306
shares
|
$2.65 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
|
$2.51 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
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
39,099
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2024
Added 88.32%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
38,945
shares
|
$1.83 Million
0.02% of portfolio
|
Q2 2024
Added 31.28%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
37,095
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2024
Added 37.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
36,500
shares
|
$1.72 Million
0.06% of portfolio
|
Q3 2024
Added 1083.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
35,488
shares
|
$1.67 Million
0.07% of portfolio
|
Q2 2024
Added 77.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
33,618
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
32,853
shares
|
$1.54 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
32,148
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2024
Added 5.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
30,605
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2024
Reduced 50.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
26,112
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
25,877
shares
|
$1.22 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
25,360
shares
|
$1.19 Million
0.66% of portfolio
|
Q2 2024
Reduced 22.83%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
24,934
shares
|
$1.17 Million
0.2% of portfolio
|
Q2 2024
Added 4.78%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,306
shares
|
$1.14 Million
0.23% of portfolio
|
Q1 2024
Added 7.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
22,489
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.84%
|