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 83 institutions that hold shares in the stock, with a total of 2.75 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,420
shares
|
$382,183
0.62% of portfolio
|
Q4 2022
Reduced 11.72%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,770
shares
|
$352,680
0.11% of portfolio
|
Q1 2025
Added 49.86%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
7,296
shares
|
$331,165
0.01% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
6,932
shares
|
$314,643
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
6,409
shares
|
$290,904
0.15% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
6,078
shares
|
$275,880
0.14% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
5,549
shares
|
$251,869
0.03% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
5,045
shares
|
$228,992
0.13% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,905
shares
|
$222,637
0.01% of portfolio
|
Q4 2023
Reduced 2.1%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,518
shares
|
$205,072
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,487
shares
|
$203,664
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
4,473
shares
|
$203,029
0.13% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,317
shares
|
$195,948
0.09% of portfolio
|
Q3 2023
Reduced 25.8%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
4,089
shares
|
$185,599
0.08% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,900
shares
|
$177,021
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,498
shares
|
$113,384
0.0% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,255
shares
|
$102,354
0.01% of portfolio
|
Q4 2024
Added 37.58%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,992
shares
|
$90,416
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,927
shares
|
$87,466
0.0% of portfolio
|
Q4 2024
Reduced 49.92%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,476
shares
|
$66,995
0.0% of portfolio
|
Q1 2025
Reduced 97.83%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,004
shares
|
$45,571
0.0% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
700
shares
|
$31,773
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
670
shares
|
$30,411
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
387
shares
|
$17,565
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
235
shares
|
$10,666
0.0% of portfolio
|
Q1 2025
Reduced 81.92%
|