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 90 institutions that hold shares in the stock, with a total of 3.38 Million shares, which have been reported (via 13F filing form) to have a value of $164 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
23,289
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
21,486
shares
|
$1.05 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
20,653
shares
|
$1.01 Million
0.4% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
19,423
shares
|
$945,511
0.01% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
19,098
shares
|
$929,690
0.04% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,641
shares
|
$907,443
0.82% of portfolio
|
Q1 2023
Reduced 55.81%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
18,604
shares
|
$905,642
0.06% of portfolio
|
Q3 2025
Reduced 68.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,384
shares
|
$846,253
0.0% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,600
shares
|
$759,408
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
15,566
shares
|
$757,752
0.22% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
14,947
shares
|
$727,619
0.01% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
14,651
shares
|
$713,210
0.02% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,512
shares
|
$706,444
0.02% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
14,305
shares
|
$696,367
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
13,659
shares
|
$664,920
0.12% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
12,164
shares
|
$592,143
0.21% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
12,075
shares
|
$587,811
0.29% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
10,779
shares
|
$524,721
0.0% of portfolio
|
Q3 2025
Reduced 15.72%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,605
shares
|
$516,251
0.11% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
10,550
shares
|
$513,574
0.09% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
10,550
shares
|
$513,574
0.12% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
9,990
shares
|
$486,313
0.0% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
9,956
shares
|
$484,658
0.09% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,855
shares
|
$479,741
0.03% of portfolio
|
Q3 2025
Added 2.89%
|
|