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 80 institutions that hold shares in the stock, with a total of 4.45 Million shares, which have been reported (via 13F filing form) to have a value of $215 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
|
$98.2 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
390,345
shares
|
$18.9 Million
0.01% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
309,304
shares
|
$15 Million
0.01% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
240,485
shares
|
$11.6 Million
2.63% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
172,252
shares
|
$8.33 Million
1.97% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
101,656
shares
|
$4.92 Million
0.01% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
68,033
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Added 135.12%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
62,067
shares
|
$3 Million
0.02% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
56,306
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
51,731
shares
|
$2.5 Million
2.43% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,193
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
48,295
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2024
Added 24.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
48,066
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 29.58%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
41,611
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
36,500
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2024
Added 1083.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
35,488
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2024
Added 77.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
33,618
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
32,853
shares
|
$1.59 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
29,670
shares
|
$1.43 Million
0.21% of portfolio
|
Q3 2024
Added 18.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
29,403
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
26,835
shares
|
$1.3 Million
0.33% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
25,350
shares
|
$1.23 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,306
shares
|
$1.18 Million
0.23% of portfolio
|
Q1 2024
Added 7.3%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
23,240
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
22,906
shares
|
$1.11 Million
0.5% of portfolio
|
Q4 2024
Added 4.98%
|