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 79 institutions that hold shares in the stock, with a total of 4.46 Million shares, which have been reported (via 13F filing form) to have a value of $216 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
22,333
shares
|
$1.07 Million
0.54% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
21,475
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Added 130.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
21,157
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.89%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
20,912
shares
|
$999,175
0.02% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
20,159
shares
|
$963,197
0.09% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,519
shares
|
$932,617
0.0% of portfolio
|
Q4 2024
Added 50.87%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,641
shares
|
$890,666
0.82% of portfolio
|
Q1 2023
Reduced 55.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
18,032
shares
|
$861,568
0.01% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
17,253
shares
|
$824,348
0.01% of portfolio
|
Q3 2024
Added 2475.07%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
17,043
shares
|
$814,314
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,600
shares
|
$745,368
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,231
shares
|
$679,957
0.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,963
shares
|
$667,152
0.17% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
13,337
shares
|
$637,241
0.12% of portfolio
|
Q4 2024
Added 20.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,491
shares
|
$596,819
0.0% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
11,772
shares
|
$562,466
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,637
shares
|
$556,015
0.02% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
11,345
shares
|
$542,064
0.03% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
10,727
shares
|
$512,536
0.22% of portfolio
|
Q3 2024
Added 28.91%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
10,550
shares
|
$504,079
0.13% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
10,156
shares
|
$485,253
0.28% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,555
shares
|
$456,537
0.01% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,271
shares
|
$442,968
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,453
shares
|
$403,884
0.01% of portfolio
|
Q3 2024
Reduced 97.4%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,420
shares
|
$402,307
0.62% of portfolio
|
Q4 2022
Reduced 11.72%
|