Purchases and Sales Made in Q4 2022 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231K+ 192.8% |
$10.8M - $12.2M
|
351K
$16.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
186K+ 49.27% |
$8.7M - $9.78M
|
564K
$26.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
175KNew |
$8.18M - $9.2M
|
175K
$8.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
96K+ 442.08% |
$4.49M - $5.04M
|
118K
$5.54M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
94.4KNew |
$4.41M - $4.96M
|
94.4K
$4.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
79KNew |
$3.69M - $4.15M
|
79K
$3.72M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
70.8KNew |
$3.31M - $3.72M
|
70.8K
$3.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
63.7K+ 1016.62% |
$2.98M - $3.35M
|
69.9K
$3.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.6K+ 25.18% |
$2.6M - $2.92M
|
276K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.2KNew |
$2.25M - $2.53M
|
48.2K
$2.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.4K+ 18.66% |
$2.17M - $2.44M
|
295K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.9KNew |
$2.01M - $2.25M
|
42.9K
$2.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
42.2KNew |
$1.97M - $2.22M
|
42.2K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
34.6KNew |
$1.62M - $1.82M
|
34.6K
$1.63M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
27.4K+ 97.34% |
$1.28M - $1.44M
|
55.6K
$2.62M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
26.4KNew |
$1.23M - $1.39M
|
26.4K
$1.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.3K+ 60.0% |
$1.23M - $1.38M
|
70.1K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.5K+ 316.65% |
$1.05M - $1.18M
|
29.6K
$1.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
21.7K+ 173.66% |
$1.01M - $1.14M
|
34.2K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.3KNew |
$904K - $1.02M
|
19.3K
$911K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.3KNew |
$901K - $1.01M
|
19.3K
$908K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
18.4KNew |
$859K - $966K
|
18.4K
$865K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 184.54% |
$813K - $914K
|
26.8K
$1.26M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16.3KNew |
$764K - $859K
|
16.3K
$770K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
14.9KNew |
$697K - $783K
|
14.9K
$702K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12K+ 53.38% |
$561K - $631K
|
34.5K
$1.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.9KNew |
$508K - $572K
|
10.9K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$494K - $555K
|
10.6K
$498K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
8.84K+ 7.72% |
$413K - $464K
|
123K
$5.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.68K+ 14.87% |
$406K - $456K
|
67.1K
$3.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.33K+ 8.38% |
$389K - $438K
|
108K
$5.07M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.92KNew |
$276K - $311K
|
5.92K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.3KNew |
$248K - $279K
|
5.3K
$250K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.8KNew |
$224K - $252K
|
4.8K
$226K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.79KNew |
$224K - $252K
|
4.79K
$226K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.48K+ 51.22% |
$209K - $235K
|
13.2K
$623K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.35KNew |
$203K - $229K
|
4.35K
$205K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.23KNew |
$198K - $222K
|
4.23K
$199K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.16K+ 11.6% |
$194K - $218K
|
40K
$1.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.56K+ 7.31% |
$166K - $187K
|
52.2K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.08K+ 64.3% |
$144K - $162K
|
7.88K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.11K+ 17.53% |
$98.8K - $111K
|
14.2K
$667K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.33K+ 21.52% |
$62.2K - $69.9K
|
7.52K
$354K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
949+ 4.5% |
$44.4K - $49.9K
|
22K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
746+ 18.65% |
$34.9K - $39.2K
|
4.75K
$223K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
487+ 6.01% |
$22.8K - $25.6K
|
8.59K
$404K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
453+ 1.28% |
$21.2K - $23.8K
|
36K
$1.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
426+ 8.84% |
$19.9K - $22.4K
|
5.25K
$247K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
417New |
$19.5K - $21.9K
|
417
$19.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
346+ 7.14% |
$16.2K - $18.2K
|
5.19K
$245K
|