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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
21,819
shares
|
$1.03 Million
0.51% of portfolio
|
Q3 2024
Added 36.22%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
21,151
shares
|
$994,097
0.01% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
20,403
shares
|
$958,941
0.02% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
20,159
shares
|
$947,473
0.09% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,641
shares
|
$876,127
0.82% of portfolio
|
Q1 2023
Reduced 55.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
18,342
shares
|
$862,074
0.0% of portfolio
|
Q2 2024
Reduced 44.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
18,032
shares
|
$847,504
0.01% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,600
shares
|
$733,200
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
14,422
shares
|
$677,834
0.0% of portfolio
|
Q2 2024
Reduced 10.14%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
14,287
shares
|
$671,489
0.02% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14,224
shares
|
$668,528
0.18% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
12,938
shares
|
$608,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
12,081
shares
|
$567,807
0.01% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
11,345
shares
|
$533,215
0.03% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,254
shares
|
$528,938
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
11,108
shares
|
$522,076
0.07% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
11,045
shares
|
$519,115
0.11% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
10,734
shares
|
$504,498
0.05% of portfolio
|
Q2 2024
Reduced 29.68%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
10,550
shares
|
$495,850
0.13% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
10,128
shares
|
$476,016
0.12% of portfolio
|
Q3 2024
Reduced 39.65%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2024 Q2 2024 |
9,975
shares
|
$468,825
0.3% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
9,335
shares
|
$438,745
0.02% of portfolio
|
Q2 2024
Added 6.39%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
9,119
shares
|
$428,593
0.01% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,420
shares
|
$395,740
0.62% of portfolio
|
Q4 2022
Reduced 11.72%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
8,321
shares
|
$391,087
0.19% of portfolio
|
Q2 2024
Reduced 29.51%
|