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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
9,766
shares
|
$475,408
0.01% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,666
shares
|
$470,540
0.01% of portfolio
|
Q3 2025
Added 14.84%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
8,896
shares
|
$433,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
8,469
shares
|
$412,270
0.12% of portfolio
|
Q3 2025
Reduced 12.52%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,420
shares
|
$409,885
0.62% of portfolio
|
Q4 2022
Reduced 11.72%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
8,161
shares
|
$397,277
0.17% of portfolio
|
Q3 2025
Added 27.34%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,136
shares
|
$396,060
0.01% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,839
shares
|
$381,602
0.0% of portfolio
|
Q3 2025
Reduced 19.29%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
7,778
shares
|
$378,633
0.02% of portfolio
|
Q3 2025
Reduced 35.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,555
shares
|
$319,097
0.01% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
6,052
shares
|
$294,611
0.1% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
5,872
shares
|
$285,848
0.03% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
5,832
shares
|
$283,901
0.01% of portfolio
|
Q3 2025
Reduced 20.41%
|
|
|
Holistic Financial Partners
|
Nov 07, 2025 Q3 2025 |
5,405
shares
|
$263,115
0.11% of portfolio
|
Q3 2025
Reduced 29.76%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
5,387
shares
|
$262,239
0.07% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
4,979
shares
|
$242,377
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
4,971
shares
|
$241,988
0.14% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,905
shares
|
$238,775
0.01% of portfolio
|
Q4 2023
Reduced 2.1%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,518
shares
|
$219,936
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
4,483
shares
|
$218,232
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,317
shares
|
$210,151
0.09% of portfolio
|
Q3 2023
Reduced 25.8%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
4,173
shares
|
$203,141
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
4,089
shares
|
$199,052
0.06% of portfolio
|
Q3 2025
Added 105.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,900
shares
|
$189,852
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,863
shares
|
$139,370
0.0% of portfolio
|
Q3 2025
Added 0.81%
|
|