Purchases and Sales Made in Q2 2023 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.8K+ 11.09% |
$2.32M - $2.43M
|
499K
$23.5M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.1K+ 451.03% |
$1.5M - $1.56M
|
39.2K
$1.84M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8K+ 9.49% |
$1.16M - $1.21M
|
287K
$13.5M
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
20.5K+ 22.88% |
$958K - $1M
|
110K
$5.18M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.4KNew |
$953K - $996K
|
20.4K
$961K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.6K+ 5.98% |
$728K - $761K
|
277K
$13M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.2KNew |
$618K - $646K
|
13.2K
$623K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.3K+ 111.29% |
$525K - $549K
|
21.4K
$1.01M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 24.84% |
$505K - $527K
|
54.4K
$2.56M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$499K - $521K
|
10.7K
$503K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 29.79% |
$484K - $506K
|
45.2K
$2.13M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.99K+ 93.72% |
$373K - $390K
|
16.5K
$777K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.39K+ 77.16% |
$298K - $311K
|
14.7K
$689K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.08K+ 24.42% |
$284K - $296K
|
31K
$1.46M
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
5.86K+ 3.76% |
$273K - $285K
|
162K
$7.59M
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
5.28K+ 100.0% |
$246K - $257K
|
10.6K
$496K
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.23KNew |
$244K - $255K
|
5.23K
$246K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.46KNew |
$208K - $217K
|
4.46K
$209K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.01K+ 3.28% |
$187K - $195K
|
126K
$5.93M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.7K+ 62.71% |
$173K - $180K
|
9.6K
$451K
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.44K+ 66.75% |
$160K - $167K
|
8.58K
$403K
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.31K+ 57.67% |
$154K - $161K
|
9.04K
$425K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.1K+ 16.6% |
$144K - $151K
|
21.8K
$1.02M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
2.56KNew |
$119K - $125K
|
2.56K
$120K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.02K+ 33.83% |
$94.3K - $98.6K
|
8K
$376K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.69K+ 24.18% |
$78.6K - $82.2K
|
8.66K
$407K
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.55K+ 31.02% |
$72.3K - $75.5K
|
6.55K
$308K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 1.68% |
$50.8K - $53.1K
|
65.8K
$3.09M
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
924+ 2.95% |
$43.1K - $45K
|
32.3K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
756+ 44.87% |
$35.3K - $36.8K
|
2.44K
$115K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
526+ 11.19% |
$24.5K - $25.6K
|
5.23K
$246K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
385+ 4.41% |
$18K - $18.8K
|
9.11K
$428K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
240+ 0.57% |
$11.2K - $11.7K
|
42.5K
$2M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
225+ 4.39% |
$10.5K - $11K
|
5.35K
$251K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
172+ 2.17% |
$8.02K - $8.38K
|
8.1K
$381K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
165+ 0.53% |
$7.69K - $8.04K
|
31.2K
$1.47M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
136+ 18.97% |
$6.34K - $6.63K
|
853
$40.1K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
109+ 0.28% |
$5.08K - $5.31K
|
38.4K
$1.8M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
91New |
$4.24K - $4.44K
|
91
$4.28K
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
80+ 1.08% |
$3.73K - $3.9K
|
7.52K
$353K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
53+ 3.71% |
$2.47K - $2.58K
|
1.48K
$69.7K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48New |
$2.24K - $2.34K
|
48
$2.26K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25+ 0.13% |
$1.17K - $1.22K
|
19.4K
$913K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22+ 0.07% |
$1.03K - $1.07K
|
30.6K
$1.44M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 58.82% |
$933 - $975
|
54
$2.54K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-4- 0.01% |
$187 - $195
|
37.7K
$1.77M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12- 0.12% |
$560 - $585
|
10K
$470K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-54- 1.04% |
$2.52K - $2.63K
|
5.12K
$241K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-65- 1.0% |
$3.03K - $3.17K
|
6.44K
$302K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-132- 2.49% |
$6.16K - $6.43K
|
5.16K
$243K
|