Purchases and Sales Made in Q1 2023 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST MANAGED FUTURES ST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-29- 3.89% |
$1.33K - $1.39K
|
717
$33.7K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-78- 1.04% |
$3.58K - $3.75K
|
7.44K
$350K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-82- 79.61% |
$3.76K - $3.94K
|
21
$987
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-143- 80.79% |
$6.56K - $6.87K
|
34
$1.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-162- 38.85% |
$7.43K - $7.78K
|
255
$12K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-175- 0.56% |
$8.03K - $8.41K
|
31K
$1.46M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-475- 5.53% |
$21.8K - $22.8K
|
8.11K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-546- 5.17% |
$25K - $26.2K
|
10K
$471K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.31K- 23.35% |
$60.1K - $62.9K
|
4.3K
$202K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.37K- 20.96% |
$62.6K - $65.6K
|
5.15K
$242K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.48K- 6.78% |
$67.7K - $70.9K
|
20.3K
$953K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.62K- 7.99% |
$74.4K - $77.9K
|
18.7K
$877K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.33K- 31.79% |
$107K - $112K
|
5K
$235K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.36K- 21.66% |
$108K - $113K
|
8.52K
$401K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.39K- 3.56% |
$110K - $115K
|
64.7K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.43K- 35.37% |
$157K - $165K
|
6.26K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.91K- 14.57% |
$179K - $188K
|
22.9K
$1.08M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.99K- 48.38% |
$367K - $384K
|
8.53K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-8.39K- 56.29% |
$385K - $403K
|
6.52K
$306K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.46K- 44.23% |
$434K - $454K
|
11.9K
$560K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-10.1K- 29.31% |
$465K - $487K
|
24.4K
$1.15M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.2K- 63.21% |
$561K - $587K
|
7.11K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.3K- 5.55% |
$703K - $736K
|
261K
$12.3M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16.3KClosed |
$750K - $785K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.3K- 26.1% |
$839K - $878K
|
51.8K
$2.43M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-23.5K- 55.81% |
$1.08M - $1.13M
|
18.6K
$876K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.3K- 52.33% |
$1.25M - $1.31M
|
24.9K
$1.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-29.3K- 83.66% |
$1.35M - $1.41M
|
5.73K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.2K- 14.98% |
$2.03M - $2.12M
|
251K
$11.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-69.5K- 64.49% |
$3.19M - $3.34M
|
38.3K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-89.5K- 25.49% |
$4.11M - $4.3M
|
262K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-94.4KClosed |
$4.33M - $4.54M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-115K- 20.33% |
$5.26M - $5.51M
|
449K
$21.1M
|