Purchases and Sales Made in Q1 2025 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST MANAGED FUTURES ST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
102K+ 275.5% |
$4.69M - $4.95M
|
139K
$6.26M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.2K+ 310.83% |
$1.75M - $1.85M
|
50.5K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
36.8K+ 59.04% |
$1.69M - $1.78M
|
99.1K
$4.45M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
24.9K+ 32.66% |
$1.14M - $1.2M
|
101K
$4.54M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.8K+ 45.36% |
$1.14M - $1.2M
|
79.5K
$3.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.5KNew |
$1.13M - $1.19M
|
24.5K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 7.6% |
$1.06M - $1.12M
|
328K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
20.5K+ 8.53% |
$941K - $993K
|
261K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.4K+ 58.36% |
$797K - $841K
|
47.2K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.1K+ 13.31% |
$740K - $780K
|
137K
$6.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.69K+ 88.38% |
$399K - $421K
|
18.5K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.67KNew |
$398K - $419K
|
8.67K
$389K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.93KNew |
$318K - $335K
|
6.93K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.57K+ 24.48% |
$301K - $318K
|
33.4K
$1.5M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
5.39KNew |
$247K - $261K
|
5.39K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.79K+ 24.54% |
$220K - $232K
|
24.3K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.49KNew |
$206K - $217K
|
4.49K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.39K+ 2.55% |
$201K - $213K
|
177K
$7.93M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4K+ 14.17% |
$184K - $194K
|
32.2K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.2K+ 5.03% |
$147K - $155K
|
66.7K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.79K+ 22.42% |
$128K - $135K
|
15.2K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.63K+ 6.7% |
$120K - $127K
|
41.8K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.59K+ 49.86% |
$119K - $125K
|
7.77K
$349K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.99K+ 3.14% |
$91.4K - $96.4K
|
65.5K
$2.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.99KNew |
$91.4K - $96.4K
|
1.99K
$89.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.38K+ 1421.65% |
$63.3K - $66.7K
|
1.48K
$66.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
861+ 3.76% |
$39.5K - $41.7K
|
23.8K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
710+ 14.67% |
$32.6K - $34.4K
|
5.55K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
700New |
$32.1K - $33.9K
|
700
$31.4K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
670New |
$30.7K - $32.4K
|
670
$30.1K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
501+ 8.48% |
$23K - $24.2K
|
6.41K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
486+ 7.14% |
$22.3K - $23.5K
|
7.3K
$328K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
447+ 0.99% |
$20.5K - $21.6K
|
45.8K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
383+ 2.15% |
$17.6K - $18.5K
|
18.2K
$818K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
342+ 2.56% |
$15.7K - $16.5K
|
13.7K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
311+ 3.03% |
$14.3K - $15K
|
10.6K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
269+ 2445.45% |
$12.3K - $13K
|
280
$12.6K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
240+ 2.48% |
$11K - $11.6K
|
9.93K
$446K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
184+ 1.93% |
$8.44K - $8.9K
|
9.74K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
155+ 3.94% |
$7.11K - $7.5K
|
4.09K
$184K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
153+ 2.58% |
$7.02K - $7.4K
|
6.08K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
128+ 1.17% |
$5.87K - $6.19K
|
11K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
25New |
$1.15K - $1.21K
|
25
$1.12K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6+ 200.0% |
$275 - $290
|
9
$404
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-19- 7.88% |
$872 - $919
|
222
$9.97K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-25- 0.12% |
$1.15K - $1.21K
|
21.5K
$965K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-64- 5.99% |
$2.94K - $3.1K
|
1K
$45.1K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-118- 0.92% |
$5.41K - $5.71K
|
12.7K
$572K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-166- 3.58% |
$7.61K - $8.03K
|
4.47K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-167- 3.2% |
$7.66K - $8.08K
|
5.05K
$227K
|