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 |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
9,681
shares
|
$480,274
0.12% of portfolio
|
Q2 2025
Added 24.59%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9,578
shares
|
$475,164
0.03% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,420
shares
|
$417,716
0.62% of portfolio
|
Q4 2022
Reduced 11.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
8,417
shares
|
$417,567
0.01% of portfolio
|
Q2 2025
Added 21.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,136
shares
|
$403,626
0.01% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
7,695
shares
|
$381,748
0.16% of portfolio
|
Q2 2025
Reduced 57.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,617
shares
|
$377,879
0.01% of portfolio
|
Q2 2025
Reduced 81.77%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
7,328
shares
|
$363,542
0.02% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
6,409
shares
|
$317,950
0.13% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
6,052
shares
|
$300,239
0.1% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
5,872
shares
|
$291,309
0.03% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,544
shares
|
$275,037
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
5,264
shares
|
$261,147
0.07% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
4,936
shares
|
$244,874
0.13% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,905
shares
|
$243,337
0.01% of portfolio
|
Q4 2023
Reduced 2.1%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,518
shares
|
$224,137
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
4,483
shares
|
$222,401
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,317
shares
|
$214,166
0.09% of portfolio
|
Q3 2023
Reduced 25.8%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,900
shares
|
$193,479
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,173
shares
|
$157,412
0.0% of portfolio
|
Q2 2025
Added 94.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,840
shares
|
$140,892
0.0% of portfolio
|
Q2 2025
Added 13.69%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,255
shares
|
$111,870
0.01% of portfolio
|
Q4 2024
Added 37.58%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,992
shares
|
$98,823
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,133
shares
|
$56,208
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,004
shares
|
$49,808
0.0% of portfolio
|
Q1 2025
Reduced 5.99%
|