Institutional Ownership First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 2.94 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
422,315
shares
|
$20 Million
0.01% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
343,667
shares
|
$16.3 Million
0.01% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
261,004
shares
|
$12.4 Million
2.54% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
186,243
shares
|
$8.82 Million
1.82% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
136,317
shares
|
$6.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
118,949
shares
|
$5.64 Million
0.01% of portfolio
|
Q2 2025
Added 389.32%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
105,626
shares
|
$5 Million
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
95,840
shares
|
$4.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
84,423
shares
|
$4 Million
0.01% of portfolio
|
Q2 2025
Added 26.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
79,131
shares
|
$3.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
70,037
shares
|
$3.32 Million
0.04% of portfolio
|
Q2 2025
Added 48.5%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
62,143
shares
|
$2.94 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
58,368
shares
|
$2.77 Million
0.12% of portfolio
|
Q2 2025
Added 137.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,193
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
50,825
shares
|
$2.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
48,431
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
48,102
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
46,179
shares
|
$2.19 Million
0.06% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
41,892
shares
|
$1.98 Million
0.07% of portfolio
|
Q2 2025
Added 330.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
33,971
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
31,102
shares
|
$1.47 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
30,293
shares
|
$1.44 Million
0.26% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
28,134
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 111.3%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,306
shares
|
$1.15 Million
0.23% of portfolio
|
Q1 2024
Added 7.3%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
23,824
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
New holding
|