Purchases and Sales Made in Q2 2025 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
184KNew |
$8.24M - $8.54M
|
184K
$9.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
94.6K+ 389.32% |
$4.24M - $4.39M
|
119K
$5.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.8K+ 137.83% |
$1.52M - $1.57M
|
58.4K
$2.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.2K+ 330.15% |
$1.44M - $1.49M
|
41.9K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
23.8KNew |
$1.07M - $1.11M
|
23.8K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.9K+ 48.5% |
$1.02M - $1.06M
|
70K
$3.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.7K+ 26.58% |
$794K - $823K
|
84.4K
$4.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 4.71% |
$693K - $718K
|
344K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.8K+ 111.3% |
$664K - $688K
|
28.1K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.1KNew |
$451K - $467K
|
10.1K
$499K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10K+ 2.43% |
$449K - $465K
|
422K
$21M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.6K+ 5.43% |
$430K - $446K
|
186K
$9.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.54KNew |
$248K - $257K
|
5.54K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.05K+ 100.16% |
$226K - $235K
|
10.1K
$501K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
4.53K+ 4.48% |
$203K - $210K
|
106K
$5.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.92K+ 16.48% |
$85.9K - $89.1K
|
13.6K
$672K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 24.59% |
$85.6K - $88.7K
|
9.68K
$480K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.77K+ 8.25% |
$79.4K - $82.3K
|
23.3K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.73K+ 5.35% |
$77.3K - $80.1K
|
34K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.54K+ 94.07% |
$68.9K - $71.4K
|
3.17K
$157K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.49K+ 15.03% |
$66.9K - $69.3K
|
11.4K
$567K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.49K+ 21.42% |
$66.5K - $68.9K
|
8.42K
$418K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 8.68% |
$52.8K - $54.7K
|
14.8K
$732K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
992+ 7.25% |
$44.4K - $46.1K
|
14.7K
$728K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
616+ 8.44% |
$27.6K - $28.6K
|
7.91K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
555+ 4.36% |
$24.9K - $25.8K
|
13.3K
$659K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
543New |
$24.3K - $25.2K
|
543
$26.9K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
538+ 1.12% |
$24.1K - $25K
|
48.6K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
463+ 10.35% |
$20.7K - $21.5K
|
4.94K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
424+ 60.57% |
$19K - $19.7K
|
1.12K
$55.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
417+ 0.91% |
$18.7K - $19.4K
|
46.2K
$2.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
405New |
$18.1K - $18.8K
|
405
$20.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
353+ 3.2% |
$15.8K - $16.4K
|
11.4K
$565K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
342+ 13.69% |
$15.3K - $15.9K
|
2.84K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
271+ 2.91% |
$12.1K - $12.6K
|
9.58K
$475K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
96+ 2.14% |
$4.3K - $4.46K
|
4.58K
$227K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62New |
$2.78K - $2.88K
|
62
$3.08K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
25+ 11.26% |
$1.12K - $1.16K
|
247
$12.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24New |
$1.07K - $1.11K
|
24
$1.19K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7+ 77.78% |
$314 - $325
|
16
$794
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-12- 0.2% |
$537 - $557
|
6.07K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-89- 1.6% |
$3.99K - $4.13K
|
5.46K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 0.55% |
$4.48K - $4.64K
|
18.1K
$898K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-128- 2.37% |
$5.73K - $5.94K
|
5.26K
$261K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-270- 96.43% |
$12.1K - $12.5K
|
10
$496
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-383- 0.48% |
$17.2K - $17.8K
|
79.1K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-488- 3.65% |
$21.9K - $22.7K
|
12.9K
$639K
|