Purchases and Sales Made in Q3 2024 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
53.3KNew |
$2.51M - $2.65M
|
53.3K
$2.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
39.1K+ 135.12% |
$1.84M - $1.94M
|
68K
$3.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.4K+ 1083.53% |
$1.57M - $1.66M
|
36.5K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
31.9K+ 18.22% |
$1.5M - $1.59M
|
207K
$9.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.9KNew |
$609K - $644K
|
12.9K
$608K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
8.14KNew |
$383K - $405K
|
8.14K
$382K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.43K+ 4.71% |
$350K - $370K
|
165K
$7.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.8K+ 36.22% |
$273K - $289K
|
21.8K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.27KNew |
$248K - $262K
|
5.27K
$248K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.57KNew |
$215K - $227K
|
4.57K
$215K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.52K+ 4.68% |
$118K - $125K
|
56.3K
$2.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3KNew |
$61.2K - $64.7K
|
1.3K
$61.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
992+ 92.62% |
$46.7K - $49.3K
|
2.06K
$97K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
496+ 8.4% |
$23.4K - $24.7K
|
6.4K
$301K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
347New |
$16.3K - $17.3K
|
347
$16.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
312+ 3.54% |
$14.7K - $15.5K
|
9.12K
$429K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
307+ 5.13% |
$14.5K - $15.3K
|
6.29K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
293+ 0.88% |
$13.8K - $14.6K
|
33.6K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
262+ 1.47% |
$12.3K - $13K
|
18K
$848K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
174+ 1.6% |
$8.19K - $8.65K
|
11K
$519K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
27New |
$1.27K - $1.34K
|
27
$1.27K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13New |
$612 - $647
|
13
$611
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.11% |
$565 - $597
|
11.3K
$529K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1+ 0.0% |
$47.1 - $49.7
|
20.2K
$947K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-148- 0.45% |
$6.97K - $7.36K
|
32.9K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-422- 1.84% |
$19.9K - $21K
|
22.5K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-431- 3.74% |
$20.3K - $21.4K
|
11.1K
$522K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-861- 3.22% |
$40.5K - $42.8K
|
25.9K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.01K- 1.94% |
$47.7K - $50.3K
|
51.2K
$2.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.07K- 4.83% |
$50.6K - $53.4K
|
21.2K
$994K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 11.03% |
$83K - $87.7K
|
14.2K
$669K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.1K- 15.59% |
$98.7K - $104K
|
11.3K
$533K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.65K- 39.65% |
$313K - $331K
|
10.1K
$476K
|