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 84 institutions that hold shares in the stock, with a total of 2.86 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
412,301
shares
|
$18.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
328,203
shares
|
$14.7 Million
0.01% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
261,004
shares
|
$11.7 Million
2.74% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
176,644
shares
|
$7.93 Million
1.99% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
139,405
shares
|
$6.26 Million
0.88% of portfolio
|
Q1 2025
Added 275.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
137,269
shares
|
$6.17 Million
0.01% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
101,093
shares
|
$4.54 Million
0.01% of portfolio
|
Q1 2025
Added 32.66%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
99,094
shares
|
$4.45 Million
0.0% of portfolio
|
Q1 2025
Added 59.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
79,514
shares
|
$3.57 Million
0.0% of portfolio
|
Q1 2025
Added 45.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
66,698
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
65,496
shares
|
$2.94 Million
0.02% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,193
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
50,825
shares
|
$2.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
50,471
shares
|
$2.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 75.39%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
47,163
shares
|
$2.12 Million
0.03% of portfolio
|
Q1 2025
Added 58.36%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
45,762
shares
|
$2.06 Million
0.07% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
41,792
shares
|
$1.88 Million
0.06% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
34,062
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
33,405
shares
|
$1.5 Million
0.35% of portfolio
|
Q1 2025
Added 24.48%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
32,246
shares
|
$1.45 Million
0.05% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
31,102
shares
|
$1.4 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
26,750
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 39.07%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
24,542
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
24,309
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,306
shares
|
$1.09 Million
0.23% of portfolio
|
Q1 2024
Added 7.3%
|