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 87 institutions that hold shares in the stock, with a total of 3.17 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,306
shares
|
$1.21 Million
0.23% of portfolio
|
Q1 2024
Added 7.3%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
23,262
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
21,486
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
20,653
shares
|
$1.02 Million
0.4% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,641
shares
|
$924,780
0.82% of portfolio
|
Q1 2023
Reduced 55.81%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
18,105
shares
|
$898,189
0.03% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
17,558
shares
|
$871,052
0.01% of portfolio
|
Q2 2025
Reduced 34.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,384
shares
|
$862,420
0.0% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,600
shares
|
$773,916
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
15,566
shares
|
$772,229
0.22% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
14,755
shares
|
$731,995
0.01% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
14,651
shares
|
$726,836
0.02% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
13,288
shares
|
$659,217
0.16% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,871
shares
|
$638,530
0.02% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
12,789
shares
|
$634,462
0.0% of portfolio
|
Q2 2025
Reduced 62.45%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
12,001
shares
|
$595,369
0.02% of portfolio
|
Q2 2025
Reduced 31.84%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,693
shares
|
$580,089
0.13% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
11,427
shares
|
$566,893
0.2% of portfolio
|
Q2 2025
Added 15.03%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
11,387
shares
|
$564,909
0.28% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
10,550
shares
|
$523,385
0.12% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,192
shares
|
$505,625
0.0% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
10,098
shares
|
$500,961
0.1% of portfolio
|
Q2 2025
Added 100.16%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
10,059
shares
|
$499,026
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
9,766
shares
|
$484,491
0.01% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
9,713
shares
|
$481,861
0.0% of portfolio
|
Q2 2025
Reduced 8.04%
|