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 71 institutions that hold shares in the stock, with a total of 2.12 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
378,556
shares
|
$18.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
275,964
shares
|
$13.2 Million
0.01% of portfolio
|
Q2 2024
Added 1.39%
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
175,000
shares
|
$8.35 Million
3.92% of portfolio
|
Q4 2022
New holding
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
157,782
shares
|
$7.53 Million
2.09% of portfolio
|
Q2 2024
Added 2.67%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
95,665
shares
|
$4.56 Million
0.01% of portfolio
|
Q2 2024
Added 4.33%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
56,375
shares
|
$2.69 Million
0.02% of portfolio
|
Q2 2024
Added 0.7%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
53,791
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2024
Added 7.69%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
52,205
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
39,099
shares
|
$1.87 Million
0.02% of portfolio
|
Q2 2024
Added 88.32%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
38,945
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2024
Added 31.28%
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
37,095
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2024
Added 37.07%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
35,488
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2024
Added 77.27%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
33,325
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2024
Added 2.33%
|
|
Tap Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
33,001
shares
|
$1.57 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
32,148
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2024
Added 5.35%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
30,605
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 50.2%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
28,935
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2024
Added 24.85%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
26,738
shares
|
$1.28 Million
0.39% of portfolio
|
Q2 2024
Added 5.14%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
26,112
shares
|
$1.25 Million
0.06% of portfolio
|
Q2 2024
Added 10.48%
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
25,360
shares
|
$1.21 Million
0.66% of portfolio
|
Q2 2024
Reduced 22.83%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
24,934
shares
|
$1.19 Million
0.2% of portfolio
|
Q2 2024
Added 4.78%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,306
shares
|
$1.16 Million
0.23% of portfolio
|
Q1 2024
Added 7.3%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
22,911
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 24.61%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
22,225
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2024
Added 2.49%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
20,403
shares
|
$973,427
0.02% of portfolio
|
Q2 2024
Reduced 1.31%
|