Purchases and Sales Made in Q1 2024 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.6K+ 90.8% |
$2.02M - $2.21M
|
91.7K
$4.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
38.7K+ 33.7% |
$1.79M - $1.96M
|
154K
$7.22M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.9K+ 15.19% |
$1.66M - $1.81M
|
272K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
26.6KNew |
$1.23M - $1.35M
|
26.6K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
20KNew |
$928K - $1.01M
|
20K
$942K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
17.1K+ 171.36% |
$791K - $864K
|
27.1K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
16.5KNew |
$762K - $832K
|
16.5K
$773K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$677K - $740K
|
14.6K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.68K+ 58.06% |
$402K - $439K
|
23.6K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.67K+ 70.31% |
$355K - $388K
|
18.6K
$873K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
6.86K+ 42.01% |
$317K - $347K
|
23.2K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.48K+ 26.96% |
$300K - $328K
|
30.5K
$1.43M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.46K+ 33.5% |
$299K - $327K
|
25.7K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.21KNew |
$241K - $264K
|
5.21K
$245K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.14K+ 83.44% |
$238K - $260K
|
11.3K
$531K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.93K+ 17.85% |
$228K - $249K
|
32.6K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.86KNew |
$225K - $246K
|
4.86K
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.79K+ 10.6% |
$222K - $242K
|
49.9K
$2.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.52KNew |
$209K - $228K
|
4.52K
$212K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.3KNew |
$199K - $217K
|
4.3K
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.05KNew |
$188K - $205K
|
4.05K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.41K+ 15.48% |
$158K - $172K
|
25.4K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.41K+ 63.45% |
$158K - $172K
|
8.77K
$412K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.24K+ 12.26% |
$150K - $164K
|
29.7K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.19K+ 6.46% |
$148K - $161K
|
52.7K
$2.47M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.59K+ 28.05% |
$120K - $131K
|
11.8K
$555K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.27K+ 27.07% |
$105K - $115K
|
10.7K
$502K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.18K+ 10.07% |
$101K - $110K
|
23.9K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
1.79K+ 5.77% |
$83K - $90.6K
|
32.9K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.65K+ 7.3% |
$76.5K - $83.6K
|
24.3K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
591+ 4.86% |
$27.4K - $29.9K
|
12.8K
$599K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
570+ 9.75% |
$26.4K - $28.8K
|
6.42K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
502+ 3.38% |
$23.2K - $25.4K
|
15.3K
$721K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
445+ 3.94% |
$20.6K - $22.5K
|
11.7K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
443+ 4.59% |
$20.5K - $22.4K
|
10.1K
$474K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
311+ 44.49% |
$14.4K - $15.7K
|
1.01K
$47.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
291+ 3.62% |
$13.5K - $14.7K
|
8.34K
$392K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
289+ 0.52% |
$13.4K - $14.6K
|
56K
$2.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
246+ 1.15% |
$11.4K - $12.4K
|
21.7K
$1.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
187+ 3.17% |
$8.66K - $9.46K
|
6.09K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
187+ 3.17% |
$8.66K - $9.46K
|
6.09K
$286K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
178New |
$8.24K - $9K
|
178
$8.37K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
129+ 12.95% |
$5.97K - $6.52K
|
1.13K
$52.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
123+ 4.37% |
$5.69K - $6.22K
|
2.94K
$138K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
110New |
$5.09K - $5.56K
|
110
$5.17K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
46+ 0.14% |
$2.13K - $2.33K
|
33K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27+ 0.13% |
$1.25K - $1.37K
|
20.7K
$972K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
26New |
$1.2K - $1.31K
|
26
$1.22K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2- 1.67% |
$92.6 - $101
|
118
$5.55K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-32- 4.69% |
$1.48K - $1.62K
|
650
$30.6K
|