Purchases and Sales Made in Q2 2024 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
18.3K+ 88.32% |
$883K - $925K
|
39.1K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.8KNew |
$856K - $897K
|
17.8K
$837K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
16.8KNew |
$808K - $847K
|
16.8K
$790K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.5K+ 77.27% |
$745K - $781K
|
35.5K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10K+ 37.07% |
$483K - $506K
|
37.1K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.28K+ 31.28% |
$447K - $468K
|
38.9K
$1.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.02KNew |
$386K - $405K
|
8.02K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5.76K+ 24.85% |
$277K - $291K
|
28.9K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
5.28K+ 100.0% |
$254K - $266K
|
10.6K
$497K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.27KNew |
$205K - $215K
|
4.27K
$201K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.1K+ 2.67% |
$198K - $207K
|
158K
$7.43M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.97K+ 4.33% |
$191K - $200K
|
95.7K
$4.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.9KNew |
$188K - $197K
|
3.9K
$184K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.84K+ 7.69% |
$185K - $194K
|
53.8K
$2.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.77K+ 1.39% |
$182K - $190K
|
276K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.67K+ 305.24% |
$177K - $185K
|
4.87K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.48K+ 10.48% |
$119K - $125K
|
26.1K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.63K+ 5.35% |
$78.6K - $82.4K
|
32.1K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.58KNew |
$75.8K - $79.5K
|
1.58K
$74.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.36K+ 9.3% |
$65.5K - $68.6K
|
16K
$753K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.31K+ 5.14% |
$63K - $66K
|
26.7K
$1.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.14K+ 4.78% |
$54.7K - $57.4K
|
24.9K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.04K+ 21.41% |
$50.1K - $52.5K
|
5.9K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
917+ 6.25% |
$44.2K - $46.3K
|
15.6K
$735K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
868+ 8.13% |
$41.8K - $43.8K
|
11.5K
$543K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
760+ 2.33% |
$36.6K - $38.3K
|
33.3K
$1.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
733+ 72.57% |
$35.3K - $37K
|
1.74K
$82.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
561+ 6.39% |
$27K - $28.3K
|
9.34K
$440K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
540+ 2.49% |
$26K - $27.2K
|
22.2K
$1.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
471+ 5.65% |
$22.7K - $23.8K
|
8.81K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
464+ 10.98% |
$22.3K - $23.4K
|
4.69K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
392+ 0.7% |
$18.9K - $19.8K
|
56.4K
$2.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
332+ 2.83% |
$16K - $16.8K
|
12.1K
$569K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
144+ 4.9% |
$6.93K - $7.27K
|
3.08K
$145K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
118+ 0.59% |
$5.68K - $5.95K
|
20.2K
$949K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
51+ 196.15% |
$2.46K - $2.57K
|
77
$3.63K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20+ 3.08% |
$963 - $1.01K
|
670
$31.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$48.2 - $50.5
|
1
$47.1
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-23- 0.07% |
$1.11K - $1.16K
|
33K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-54- 4.8% |
$2.6K - $2.72K
|
1.07K
$50.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-104- 0.92% |
$5.01K - $5.25K
|
11.2K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-115- 1.14% |
$5.54K - $5.8K
|
9.98K
$470K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-229- 3.76% |
$11K - $11.6K
|
5.87K
$276K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-271- 1.31% |
$13K - $13.7K
|
20.4K
$961K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-436- 6.79% |
$21K - $22K
|
5.98K
$282K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-451- 0.86% |
$21.7K - $22.8K
|
52.2K
$2.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-601- 12.75% |
$28.9K - $30.3K
|
4.11K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-732- 14.05% |
$35.2K - $36.9K
|
4.48K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.05K- 6.86% |
$50.7K - $53.1K
|
14.3K
$673K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.22K- 13.06% |
$58.9K - $61.7K
|
8.14K
$384K
|